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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
SWIM
2676
Smallwood Wealth Investment Management
New Jersey
$15.3K +$15.6K +123 New
MSFP
2677
Mark Sheptoff Financial Planning
Connecticut
$15.1K
PSFG
2678
Park Square Financial Group
Georgia
$15K -$58.7K -462 -79%
PFO
2679
Pioneer Family Office
Florida
$14.9K +$127 +1 +0.8%
AIC
2680
Archer Investment Corporation
Indiana
$14.5K
Simplex Trading
2681
Simplex Trading
Illinois
$14.5K +$14.9K +117 New
SC
2682
Swan Capital
Florida
$13.3K +$9.4K +74 +224%
FGAM
2683
Financial Gravity Asset Management
Texas
$13.1K
APW
2684
Atlantic Private Wealth
North Carolina
$13K
CNBT
2685
Cornerstone National Bank & Trust
Illinois
$12.7K
GK
2686
Graney & King
New York
$12.7K -$23.6K -186 -65%
SFC
2687
SYM Financial Corp
Indiana
$12.6K
CAM
2688
Clarity Asset Management
Iowa
$12.3K -$6.35K -50 -34%
MWA
2689
Merkkuri Wealth Advisors
New York
$11.9K +$12.1K +95 New
FUBT
2690
First United Bank & Trust
Maryland
$11.8K
AIA
2691
Armor Investment Advisors
North Carolina
$11.4K -$27.6K -217 -70%
PP
2692
PFS Partners
New Jersey
$10.8K -$3.56K -28 -24%
HPWM
2693
High Point Wealth Management
New Jersey
$10.6K +$10.8K +85 New
CSC
2694
Caldwell Sutter Capital
California
$10.3K
HHCP
2695
Hilton Head Capital Partners
South Carolina
$9.95K
KPP
2696
Kings Path Partners
Texas
$9.86K
CFG
2697
Clayton Financial Group
Missouri
$9.79K
1IA
2698
1620 Investment Advisors
Massachusetts
$9.7K
PIP
2699
Peachtree Investment Partners
Florida
$8.33K
KA
2700
Kozak & Associates
Colorado
$8.3K