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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
HGWM
2201
Horst & Graben Wealth Management
Oregon
$316K
BOSSRA
2202
B.O.S.S. Retirement Advisors
Utah
$316K
CA
2203
Chatterton & Associates
California
$316K
PCMK
2204
Paragon Capital Management (Kansas)
Kansas
$315K
MAG
2205
M3 Advisory Group
Massachusetts
$315K
SEP
2206
Southland Equity Partners
Missouri
$315K
KIM
2207
Kestra Investment Management
Texas
$315K
SWA
2208
Strata Wealth Advisors
Texas
$314K
BAMG
2209
Brand Asset Management Group
Missouri
$313K
SIAG
2210
Signet Investment Advisory Group
Rhode Island
$312K
BAG
2211
Bauman Advisory Group
Nevada
$312K
NSAM
2212
North Star Asset Management
Wisconsin
$311K
MW
2213
Members Wealth
Pennsylvania
$311K
DBRC
2214
D.B. Root & Company
Pennsylvania
$309K
CFG
2215
Compass Financial Group
Ohio
$309K
RIM
2216
Rockbridge Investment Management
New York
$308K
SAM
2217
Strategy Asset Managers
California
$307K
ORC
2218
O'Rourke & Company
Massachusetts
$307K
GWS
2219
Glassman Wealth Services
Virginia
$307K
DHC
2220
Drum Hill Capital
Connecticut
$306K
EPA
2221
Element Pointe Advisors
Florida
$306K
FWM
2222
Foguth Wealth Management
Michigan
$305K
Schroder Investment Management Group
2223
Schroder Investment Management Group
United Kingdom
$305K
WAP
2224
Wealth Analytics Partners
California
$304K
PAA
2225
Peregrine Asset Advisers
Oregon
$304K