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iShares Core S&P Small-Cap ETF

2,730 hedge funds and large institutions have $68.8B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,089 increasing their positions, 1,142 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 2,7172,730 (+13)

0.22% more ownership

Funds ownership: 74.35%74.57% (+0.22%)

5% less repeat investments, than reductions

Existing positions increased: 1,089 | Existing positions reduced: 1,142

Holders
2,730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$23.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2026
Private Wealth Management Group
New Jersey
$418K
LA
2027
LexAurum Advisors
Kansas
$418K
WHG
2028
Westwood Holdings Group
Texas
$418K
PA
2029
PSI Advisors
Florida
$417K
TMWM
2030
Taylor & Morgan Wealth Management
Michigan
$417K
B
2031
Bensler
Washington
$415K
IWN
2032
Independent Wealth Network
Iowa
$414K
CFA
2033
Capstone Financial Advisors
Illinois
$414K
FEG
2034
Fund Evaluation Group
Ohio
$414K
SCA
2035
Stonebridge Capital Advisors
Minnesota
$413K
First Trust Advisors
2036
First Trust Advisors
Illinois
$412K
TAM
2037
TCP Asset Management
Ohio
$412K
RCM
2038
Radnor Capital Management
Pennsylvania
$411K
SWTS
2039
Stonehaven Wealth & Tax Solutions
Wisconsin
$411K
MFPI
2040
Midwest Financial Partners Investments
Minnesota
$411K
TFA
2041
Teamwork Financial Advisors
Texas
$410K
BST
2042
Bath Savings Trust
Maine
$408K
DF
2043
Downshift Financial
Colorado
$408K
MCM
2044
Mitchell Capital Management
Kansas
$407K
BMWS
2045
Brady Martz Wealth Solutions
North Dakota
$407K
TF
2046
Tenzing Financial
Virginia
$404K
EFN
2047
Equita Financial Network
Pennsylvania
$404K
TC
2048
Truvestments Capital
Florida
$403K
DI
2049
DAGCO Inc
Ohio
$403K
PIFP
2050
Partners in Financial Planning
Virginia
$400K