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iShares Core S&P Small-Cap ETF

2,734 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 165 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

59% more first-time investments, than exits

New positions opened: 165 | 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: 2,7212,734 (+13)

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
2,734
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
33.66%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
165
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
AP
2501
Atwood & Palmer
Missouri
$175K -$11.9K -94 -6%
3FI
2502
3 Factor Indexing
California
$173K +$177K +1,395 New
CFO
2503
Cambient Family Office
Michigan
$171K
CFS
2504
CGC Financial Services
Oregon
$168K
CWMS
2505
CFG Wealth Management Services
Indiana
$167K
DIP
2506
DT Investment Partners
Pennsylvania
$162K +$166K +1,305 New
PCMNC
2507
Piedmont Capital Management (North Carolina)
North Carolina
$159K +$162K +1,275 +31,875%
CCMI
2508
Creative Capital Management Investments
California
$158K -$2.29K -18 -1%
BHWM
2509
Beaird Harris Wealth Management
Texas
$156K -$7.62K -60 -5%
CJ
2510
Caitlin John
Michigan
$156K +$1.27K +10 +0.8%
GTAM
2511
Global Trust Asset Management
Florida
$156K -$93.9K -739 -37%
ACM
2512
Anfield Capital Management
California
$154K +$158K +1,242 New
AGWCA
2513
Annis Gardner Whiting Capital Advisors
Florida
$154K +$61.9K +487 +65%
LWM
2514
Lodestone Wealth Management
Washington
$153K +$254 +2 +0.2%
GG
2515
Gleason Group
Kentucky
$150K +$254 +2 +0.2%
WA
2516
Walsh & Associates
Florida
$150K -$13K -102 -8%
TWIM
2517
TIAA Wealth Investment Management
New York
$150K +$157K +1,239 New
MCM
2518
Mill Capital Management
North Carolina
$149K
HWA
2519
HHM Wealth Advisors
Tennessee
$141K +$13.8K +109 +11%
LAS
2520
Lloyd Advisory Services
Georgia
$141K +$80.5K +634 +127%
KFG
2521
Kingdom Financial Group
Arizona
$141K +$94.1K +741 +189%
AA
2522
Addison Advisors
Vermont
$140K +$8.51K +67 +6%
AW
2523
Ankerstar Wealth
Texas
$137K -$297K -2,340 -68%
RFA
2524
Register Financial Advisors
Georgia
$135K -$127 -1 -0.1%
TWD
2525
True Wealth Design
Ohio
$134K +$133K +1,044 +3,071%