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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
RFG
2726
REAP Financial Group
Texas
$497
CFSG
2727
Community Financial Services Group
Vermont
$375 +$381 +3 New
CWP
2728
Clark Wealth Partners
Illinois
$373 +$381 +3 New
RIAS
2729
Rachor Investment Advisory Services
Michigan
$250 +$254 +2 New
NECFA
2730
New England Capital Financial Advisors
Connecticut
$249
RWS
2731
Retirement Wealth Solutions
Wisconsin
$198
PWA
2732
Portus Wealth Advisors
North Carolina
$125 +$127 +1 New
MIM
2733
Marshall Investment Management
Colorado
$124 +$127 +1 New
PPFA
2734
Provida Pension Fund Administrator
Chile
-$373M -3,099,881 Closed
MSA
2735
Mason Street Advisors
Wisconsin
-$57.2M -639,005 Closed
Citadel Advisors
2736
Citadel Advisors
Florida
-$39.8M -313,403 Closed
NSLI
2737
Nan Shan Life Insurance
Taiwan
-$25.6M -213,194 Closed
CI
2738
Constellation Investments
Ohio
-$24M -200,000 Closed
Manulife (Manufacturers Life Insurance)
2739
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15.3M -127,636 Closed
DWM
2740
Dynasty Wealth Management
Florida
-$12.8M -106,106 Closed
IA
2741
IFG Advisory
Georgia
-$12.1M -100,964 Closed
D.E. Shaw & Co
2742
D.E. Shaw & Co
New York
-$11.5M -95,296 Closed
SP
2743
SIH Partners
Delaware
-$9.13M -75,956 Closed
PL
2744
Polianta Ltd
Jersey
-$8.86M -73,700 Closed
FMI
2745
Fiduciary Management Inc
Wisconsin
-$7.32M -60,880 Closed
SAS
2746
Sage Advisory Services
Texas
-$7.29M -60,625 Closed
JWCA
2747
J.W. Cole Advisors
Florida
-$5.31M -56,597 Closed
MLIC
2748
Mandatum Life Insurance Company
Finland
-$5.86M -48,720 Closed
MPA
2749
Marvin & Palmer Associates
Delaware
-$4.26M -35,470 Closed
CAS
2750
Coppell Advisory Solutions
Texas
-$3.27M -26,909 Closed