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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $68.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,082 increasing their positions, 1,133 reducing their positions, and 105 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: $ → $

0.11% more ownership

Funds ownership: 74.34%74.44% (+0.11%)

0% less funds holding

Funds holding: 2,7122,709 (-3)

5% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,133

Holders
2,709
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
APFP
2451
Action Point Financial Planning
Michigan
$205K
SFGP
2452
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$205K
BFF
2453
Byrne Financial Freedom
Massachusetts
$205K
SF
2454
Steffes Financial
Kansas
$205K
CW
2455
Code Waechter
Florida
$205K
AWA
2456
Archvest Wealth Advisors
California
$204K
VWA
2457
VERITY Wealth Advisors
United States
$204K
AA
2458
Advisory Advocates
Michigan
$204K
MWM
2459
Manske Wealth Management
Texas
$203K
T
2460
Tidemark
California
$203K
TWM
2461
Triton Wealth Management
Arizona
$202K
GWA
2462
Gutierrez Wealth Advisory
Arkansas
$202K
CVM
2463
Cheviot Value Management
California
$202K
BDPWM
2464
Barnes Dennig Private Wealth Management
Ohio
$202K
JIR
2465
James Investment Research
Ohio
$201K
BIA
2466
Beacon Investment Advisors
Maryland
$201K
BAM
2467
Beaumont Asset Management
Texas
$201K
MWA
2468
Monograph Wealth Advisors
California
$201K
JDLA
2469
J. Derek Lewis & Associates
California
$201K
HC
2470
Hamilton Capital
Ohio
$201K
AR
2471
Apeiron RIA
Texas
$201K
MAG
2472
MRA Advisory Group
New Jersey
$201K
SIC
2473
SJS Investment Consulting
Ohio
$200K
FG
2474
Fairman Group
Pennsylvania
$198K
BW
2475
Basepoint Wealth
Iowa
$197K