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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
NL
2651
NVWM LLC
Pennsylvania
$25.4K
BCM
2652
Basso Capital Management
Connecticut
$25.1K
FMB
2653
Field & Main Bank
Kentucky
$24.9K
FRA
2654
Front Row Advisors
California
$23.9K
FLP
2655
Financial Life Planners
Arizona
$23.9K +$24.4K +192 New
MAS
2656
MPWM Advisory Solutions
Georgia
$22.8K -$40.3K -317 -63%
KWM
2657
Kiker Wealth Management
Georgia
$22.7K +$23.2K +183 New
EF
2658
Entrust Financial
Pennsylvania
$22.2K
MM
2659
Main Management
California
$22K +$22K +173 New
DAM
2660
Delta Asset Management
Tennessee
$21.4K
BAM
2661
Bellevue Asset Management
Washington
$20.4K
MDCM
2662
Morgan Dempsey Capital Management
Wisconsin
$20.1K
OAJ
2663
Ogorek Anthony Joseph
New York
$20K
CFP
2664
Comprehensive Financial Planning
Pennsylvania
$19.9K +$6.61K +52 +49%
RCM
2665
Raleigh Capital Management
North Carolina
$19.6K
PAIM
2666
Punch & Associates Investment Management
Minnesota
$18.9K -$1.55M -12,224 -99%
BCM
2667
Boreal Capital Management
Florida
$18.6K
KFO
2668
Kopp Family Office
Minnesota
$17.5K
PWS
2669
Peterson Wealth Services
Utah
$17.4K
FFA
2670
Frazier Financial Advisors
Ohio
$17.4K +$15.8K +124 +775%
BIM
2671
Breakwater Investment Management
Washington
$16.9K
WA
2672
WPG Advisers
Maryland
$16.9K +$2.67K +21 +18%
MWC
2673
MBM Wealth Consultants
Missouri
$16.9K +$17.3K +136 New
TCM
2674
Tradewinds Capital Management
Washington
$15.8K
PWM
2675
Peterson Wealth Management
Nevada
$15.5K +$15.9K +125 New