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iShares Core S&P Small-Cap ETF

2,732 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, 1,090 increasing their positions, 1,142 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $40M | Put options by funds: $23.8M

58% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 104

6% more funds holding in top 10

Funds holding in top 10: 312332 (+20)

4% more capital invested

Capital invested by funds: $65.8B → $68.8B (+$2.94B)

0% more funds holding

Funds holding: 2,7202,732 (+12)

0.22% more ownership

Funds ownership: 74.35%74.57% (+0.22%)

5% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,142

Holders
2,732
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
164
Increased
1,090
Reduced
1,142
Closed
104
Calls
$40M
Puts
$23.8M
Net Calls
+$16.2M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.4B +$111M +875,819 +2%
Bank of America
2
Bank of America
North Carolina
$4.2B +$26.7M +209,882 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.93B +$278M +2,190,712 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.42B +$458M +3,603,962 +22%
Morgan Stanley
5
Morgan Stanley
New York
$2.27B +$21.5M +169,291 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.22B +$196M +1,545,676 +9%
LPL Financial
7
LPL Financial
California
$2.07B -$113M -886,614 -5%
Wells Fargo
8
Wells Fargo
California
$1.83B -$29.9M -235,047 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$1.76B +$5.49M +43,210 +0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.47B -$32.2M -253,498 -2%
UBS Group
11
UBS Group
Switzerland
$1.26B +$73.3M +577,324 +6%
Northern Trust
12
Northern Trust
Illinois
$1.19B +$14.5M +114,182 +1%
BlackRock
13
BlackRock
New York
$1.12B +$62.5M +492,231 +6%
Financial Engines Advisors
14
Financial Engines Advisors
California
$960M -$12.8M -101,065 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$941M -$49.3M -388,098 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$920M +$14.3M +112,788 +2%
Goldman Sachs
17
Goldman Sachs
New York
$819M +$14.7M +115,462 +2%
FCAS
18
First Command Advisory Services
Texas
$810M +$5.47M +43,048 +0.7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$804M +$41.9M +330,153 +5%
NMIMC
20
Northwestern Mutual Investment Management Company
Wisconsin
$654M -$124M -972,729 -16%
GT
21
Glenmede Trust
Pennsylvania
$621M +$4.4M +34,609 +0.7%
Truist Financial
22
Truist Financial
North Carolina
$611M +$34.7M +273,174 +6%
US Bancorp
23
US Bancorp
Minnesota
$604M -$4.82M -37,970 -0.8%
Ameriprise
24
Ameriprise
Minnesota
$528M -$37.3M -293,866 -6%
RFC
25
Regions Financial Corp
Alabama
$499M +$156K +1,231 +0%