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iShares Core S&P Small-Cap ETF

2,692 hedge funds and large institutions have $68B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,076 increasing their positions, 1,124 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: $ → $

0.21% less ownership

Funds ownership: 73.91%73.69% (-0.21%)

1% less funds holding

Funds holding: 2,7062,692 (-14)

4% less repeat investments, than reductions

Existing positions increased: 1,076 | Existing positions reduced: 1,124

Holders
2,692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
328
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
BAM
2451
Beaumont Asset Management
Texas
$201K
MWA
2452
Monograph Wealth Advisors
California
$201K
JDLA
2453
J. Derek Lewis & Associates
California
$201K
HC
2454
Hamilton Capital
Ohio
$201K
AR
2455
Apeiron RIA
Texas
$201K
MAG
2456
MRA Advisory Group
New Jersey
$201K
SIC
2457
SJS Investment Consulting
Ohio
$200K
FG
2458
Fairman Group
Pennsylvania
$198K
BW
2459
Basepoint Wealth
Iowa
$197K
Kayne Anderson Rudnick Investment Management
2460
Kayne Anderson Rudnick Investment Management
California
$197K
AF
2461
Align Financial
Minnesota
$194K
JGIA
2462
Jackson Grant Investment Advisers
Connecticut
$194K
EPL
2463
Essential Partners LLC
California
$186K
RTL
2464
Red Tortoise LLC
Georgia
$183K
AP
2465
Atwood & Palmer
Missouri
$175K
3FI
2466
3 Factor Indexing
California
$173K
CFO
2467
Cambient Family Office
Michigan
$171K
CFS
2468
CGC Financial Services
Oregon
$168K
CWMS
2469
CFG Wealth Management Services
Indiana
$167K
DIP
2470
DT Investment Partners
Pennsylvania
$162K
PCMNC
2471
Piedmont Capital Management (North Carolina)
North Carolina
$159K
CCMI
2472
Creative Capital Management Investments
California
$158K
BHWM
2473
Beaird Harris Wealth Management
Texas
$156K
CJ
2474
Caitlin John
Michigan
$156K
GTAM
2475
Global Trust Asset Management
Florida
$156K