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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
EA
2601
Evolution Advisers
Virginia
$57K +$2.54K +20 +5%
QWM
2602
Quaker Wealth Management
New Jersey
$56.8K +$127 +1 +0.2%
CW
2603
Curio Wealth
Maryland
$54.9K
RFS
2604
Richardson Financial Services
Massachusetts
$52.2K +$8.77K +69 +20%
MEG
2605
Millstone Evans Group
Colorado
$51.7K
FNWA
2606
Financial Network Wealth Advisors
Utah
$51K
PNC
2607
Park National Corp
Ohio
$50.7K +$51.8K +408 New
AP
2608
Advisortrust Partners
North Carolina
$50.7K +$51.8K +408 New
TAR
2609
Trask Adam Roland
$48.5K +$49.5K +390 New
CMP
2610
Coston McIsaac & Partners
Maine
$47K
WBC
2611
West Branch Capital
Massachusetts
$46.6K
PCTC
2612
Perkins Coie Trust Company
Washington
$46.2K
NWM
2613
Navigoe Wealth Management
California
$46K
HPIA
2614
Hamilton Point Investment Advisors
North Carolina
$46K -$12.3K -97 -21%
RF
2615
Robinswood Financial
Washington
$45.5K +$14.2K +112 +44%
EPAM
2616
Evelyn Partners Asset Management
$44.4K +$45.4K +357 New
CPBTD
2617
Central Pacific Bank - Trust Division
Hawaii
$43.6K -$2.82M -22,231 -98%
MMCM
2618
Murphy & Mullick Capital Management
New York
$43.5K -$762 -6 -2%
DF
2619
DecisionPoint Financial
Arizona
$43K
CTB
2620
Country Trust Bank
Illinois
$41.9K -$5.72K -45 -12%
Deutsche Bank
2621
Deutsche Bank
Germany
$41.5K -$16.1K -127 -28%
PK
2622
Pflug Koory
Nebraska
$39.6K
C
2623
Covestor
United Kingdom
$39K -$2.67K -21 -6%
MJRIC
2624
Mogy Joel R Investment Counsel
California
$38.9K -$41.3K -325 -51%
ATC
2625
Advantage Trust Company
Kansas
$38.2K