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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
RF
2701
RetireMitten Financial
Michigan
$7.71K +$7.88K +62 New
GCM
2702
Gables Capital Management
Florida
$7.46K
MSWM
2703
Mowery & Schoenfeld Wealth Management
Illinois
$6.54K -$76.5K -602 -92%
SGFG
2704
Silver Grove Financial Group
New York
$6.46K -$343K -2,697 -98%
BAM
2705
Byrne Asset Management
New Jersey
$5.97K
PAM
2706
Parvin Asset Management
South Dakota
$5.59K
AIM
2707
Axiom Investment Management
New York
$5.59K +$5.72K +45 New
PP
2708
Paladin Partners
Wisconsin
$5.34K
HIC
2709
Hamrick Investment Counsel
Washington
$5.22K +$5.34K +42 New
TRCT
2710
Tower Research Capital (TRC)
New York
$4.97K +$4.07K +32 +400%
LCOV
2711
London Company of Virginia
Virginia
$4.73K -$1.14K -9 -19%
CPL
2712
Capital & Planning LLC
Georgia
$3.53K +$3.56K +28 New
KG
2713
Kilter Group
New York
$3.48K
LAM
2714
Lummis Asset Management
Texas
$3.36K
VDBMI
2715
Van Den Berg Management I
Texas
$3.18K -$21.3K -168 -87%
HFM
2716
Hartford Financial Management
Connecticut
$3.15K
EDRH
2717
Edmond de Rothschild Holding
Switzerland
$2.98K
TTIC
2718
Tower Trust & Investment Company
Iowa
$2.49K
PMIM
2719
Prudent Man Investment Management
Colorado
$2.16K
FPF
2720
First Pacific Financial
Washington
$2.11K +$2.16K +17 New
HB
2721
Horizon Bancorp
Indiana
$2K
LA
2722
LM Advisors
California
$1.96K +$1.02K +8 +3%
CAN
2723
Capital Advisor Network
Indiana
$1.86K +$1.91K +15 New
MCA
2724
McGuire Capital Advisors
Oklahoma
$1.12K
MAM
2725
Morse Asset Management
Connecticut
$994