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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
33.67%
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
BA
2526
Ballast Advisors
Minnesota
$130K -$2.41K -19 -2%
TLFA
2527
True Link Financial Advisors
California
$130K -$337K -2,656 -72%
ICM
2528
Islay Capital Management
Texas
$128K -$57.2K -450 -30%
AT
2529
Avalon Trust
New Mexico
$128K +$123K +965 +1,485%
NA
2530
Networth Advisors
Pennsylvania
$127K +$87.9K +692 +209%
PWMG
2531
Prestige Wealth Management Group
New Jersey
$126K
EK
2532
Evensky & Katz
Florida
$126K -$57.5K -453 -31%
SA
2533
Seneschal Advisors
Washington
$121K
CCM
2534
Chilton Capital Management
Texas
$117K +$76.2K +600 +175%
SAP
2535
Strategic Advisory Partners
North Carolina
$116K +$119K +935 New
OSNBOA
2536
Old Second National Bank of Aurora
Illinois
$115K -$18.9K -149 -14%
GWSA
2537
Global Wealth Strategies & Associates
Colorado
$115K +$36K +283 +44%
EPIME
2538
Evelyn Partners Investment Management (Europe)
$112K
LC
2539
Lavaca Capital
Texas
$112K -$53.4K -420 -32%
PF
2540
PlanVest Financial
Maryland
$111K +$114K +895 New
JWM
2541
JPL Wealth Management
Colorado
$111K +$113K +891 New
PFG
2542
Premier Financial Group
California
$106K
VR
2543
Vision Retirement
New Jersey
$106K -$97.4K -767 -47%
GWM
2544
Gilpin Wealth Management
Colorado
$105K +$11.4K +90 +12%
LI
2545
LRI Investments
Florida
$104K +$16.3K +128 +18%
MCM
2546
Manchester Capital Management
Vermont
$103K -$5.46K -43 -5%
RFA
2547
Reyes Financial Architecture
California
$103K +$508 +4 +0.5%
SHIM
2548
Stone House Investment Management
Pennsylvania
$103K +$4.07K +32 +4%
MNA
2549
Manning & Napier Advisors
New York
$102K +$99.5K +783 +1,958%
RRA
2550
Red Reef Advisors
Florida
$102K -$32K -252 -23%