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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
FFM
2251
Forum Financial Management
Illinois
$294K
BZWA
2252
Blue Zone Wealth Advisors
California
$294K
JFG
2253
Jefferies Financial Group
New York
$292K
GFG
2254
Greystone Financial Group
Michigan
$292K
WRPWM
2255
Werba Rubin Papier Wealth Management
California
$289K
NIWA
2256
New Insight Wealth Advisors
California
$289K
CB
2257
Chris Bulman
California
$289K
SHGA
2258
Sand Hill Global Advisors
California
$289K
PPW
2259
Presilium Private Wealth
Pennsylvania
$288K
RIA
2260
Rhodes Investment Advisors
Texas
$288K
BAM
2261
BOS Asset Management
Illinois
$288K
SMH
2262
Sanders Morris Harris
Texas
$287K
5NPW
2263
55 North Private Wealth
Florida
$286K
GC
2264
GFG Capital
Florida
$285K
SFGM
2265
Stonebridge Financial Group (Missouri)
Missouri
$285K
DCM
2266
Dudley Capital Management
Virginia
$284K
TFA
2267
Tobias Financial Advisors
Florida
$284K
AWA
2268
American Wealth Advisors
Georgia
$284K
BONH
2269
Bank of New Hampshire
New Hampshire
$283K
OCM
2270
Osbon Capital Management
Massachusetts
$283K
BL
2271
BCWM LLC
Kansas
$283K
FNB
2272
Farmers National Bank
Kentucky
$282K
SLG
2273
Stanley-Laman Group
Pennsylvania
$281K
CWP
2274
Concord Wealth Partners
Virginia
$281K
SCM
2275
Seascape Capital Management
New Hampshire
$281K