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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
SFCL
2551
Strengthening Families & Communities LLC
Massachusetts
$102K +$104K +820 New
DPW
2552
DiNuzzo Private Wealth
Pennsylvania
$97K
SG
2553
Sankala Group
Colorado
$95.4K -$10.8K -85 -10%
HHGA
2554
Halbert Hargrove Global Advisors
California
$95K -$45.9K -361 -32%
PIS
2555
POM Investment Strategies
North Carolina
$94.8K +$96.4K +759 +18,975%
JFG
2556
JDM Financial Group
Texas
$93.9K
BCV
2557
Banque Cantonale Vaudoise
Switzerland
$92K
AWM
2558
Activest Wealth Management
Florida
$91.7K +$33.2K +261 +55%
RL
2559
Rogco LP
Oklahoma
$90.2K -$1.89M -14,872 -95%
BW
2560
Bravera Wealth
North Dakota
$90.1K -$15.8K -124 -15%
KFP
2561
Kerr Financial Planning
California
$88.9K -$1.14K -9 -1%
NRWA
2562
North Ridge Wealth Advisors
Oregon
$87K
NEWAS
2563
N.E.W. Advisory Services
Wisconsin
$86.9K +$62.9K +495 +243%
GA
2564
GoalVest Advisory
New York
$86.9K
CFG
2565
Chapman Financial Group
Hawaii
$86.8K +$8.89K +70 +11%
PP
2566
Pacifica Partners
Canada
$86.5K -$21K -165 -19%
FF
2567
Frankly Finances
Florida
$85.8K
HEIP
2568
Hudson Edge Investment Partners
New Jersey
$85.2K +$87K +685 New
MFA
2569
Morling Financial Advisors
California
$84.9K -$51.5K -405 -37%
WPA
2570
Wealth Preservation Advisors
Tennessee
$84.7K -$38.2K -301 -31%
POIA
2571
Pin Oak Investment Advisors
Texas
$82K -$31.8K -250 -27%
NWM
2572
Nova Wealth Management
Florida
$81.7K +$61.7K +486 +284%
MIM
2573
MTM Investment Management
South Carolina
$79.2K +$127 +1 +0.2%
MBFW
2574
Morton Brown Family Wealth
Pennsylvania
$79.1K -$1.14K -9 -1%
SA
2575
Scarborough Advisors
Maryland
$77.2K +$78.9K +621 New