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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
MWPCG
2576
Measured Wealth Private Client Group
New Hampshire
$73.7K
BMC
2577
Bear Mountain Capital
Washington
$72.6K
UFF
2578
USA Financial Formulas
Michigan
$70.6K +$72.2K +568 New
SFS
2579
Sunrise Financial Services
Washington
$69.9K +$71.1K +560 +28,000%
FWA
2580
Flagship Wealth Advisors
Massachusetts
$69.4K
HBW
2581
Hazlett, Burt & Watson
West Virginia
$69K +$9.91K +78 +16%
NL
2582
NorthAvenue LLC
Ohio
$67.7K
EWA
2583
Elevate Wealth Advisory
Georgia
$67.5K -$21.9K -172 -24%
NFSG
2584
Newbridge Financial Services Group
Florida
$66.6K -$1.65K -13 -2%
HWP
2585
Highline Wealth Partners
California
$65.4K -$21.5K -169 -24%
DCM
2586
Davis Capital Management
Florida
$64.4K
FIM
2587
FWL Investment Management
Texas
$64.1K -$2.54K -20 -4%
MSWA
2588
Marshall & Sterling Wealth Advisors
New York
$63.9K
FC
2589
Fairscale Capital
New Hampshire
$63.3K
W
2590
WealthCollab
Washington
$62.4K -$16.6K -131 -21%
SMBT
2591
Southern Michigan Bank & Trust
Michigan
$62.4K +$63.8K +502 New
WAS
2592
Winch Advisory Services
Wisconsin
$61.7K
CICI
2593
Capital Investment Counsel Inc
North Carolina
$61.7K
TCM
2594
Triumph Capital Management
Colorado
$59.9K
GCP
2595
Gill Capital Partners
Colorado
$59.7K +$61K +480 New
VWA
2596
VSM Wealth Advisory
Maryland
$58.9K
RP
2597
Rice Partnership
Hawaii
$58.2K -$6.35K -50 -10%
HIW
2598
Holos Integrated Wealth
Pennsylvania
$57.9K
APW
2599
Acima Private Wealth
Virginia
$57.8K
EA
2600
Evolution Advisers
Virginia
$57K +$2.54K +20 +5%