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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
SWP
2051
SIMA Wealth Partners
Virginia
$398K
SIM
2052
Synergy Investment Management
Florida
$397K
KWM
2053
Kaydan Wealth Management
Michigan
$395K
WCM
2054
Weaver Capital Management
Georgia
$394K
AWA
2055
Arbor Wealth Advisors
Michigan
$393K
CWM
2056
Castle Wealth Management
Florida
$393K
NEPWA
2057
New England Private Wealth Advisors
Massachusetts
$393K
HAP
2058
Harbor Asset Planning
Massachusetts
$393K
EPW
2059
Endeavor Private Wealth
Kansas
$392K
CC
2060
Clearwave Capital
California
$392K
NG
2061
Norden Group
Utah
$391K
AWM
2062
Avaii Wealth Management
Wisconsin
$391K
FFL
2063
Financial Freedom LLC
Ohio
$390K
WTB
2064
Washington Trust Bank
Washington
$390K
FCM
2065
Fortis Capital Management
Washington
$390K
LEA
2066
Legacy Edge Advisors
New York
$389K
SIM
2067
Sterling Investment Management
Arizona
$389K
MSWMA
2068
Market Street Wealth Management Advisors
Indiana
$388K
LC
2069
Lawood & Co
Pennsylvania
$386K
RRWA
2070
Rainey & Randall Wealth Advisors
Florida
$386K
WHCFA
2071
William Howard & Co Financial Advisors
Tennessee
$386K
HIS
2072
Horizon Investment Services
Indiana
$385K
HCMT
2073
Highland Capital Management (Tennessee)
Tennessee
$384K
HFS
2074
Hantz Financial Services
Michigan
$384K
4A
2075
4Wealth Advisors
Illinois
$383K