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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
KFAA
2751
Klaas Financial Asset Advisors
Illinois
-$3.15M -26,224 Closed
HF
2752
HRT Financial
New York
-$2.68M -22,273 Closed
GPFA
2753
Game Plan Financial Advisors
Ohio
-$2.4M -19,980 Closed
PWM
2754
Power Wealth Management
Georgia
-$2.31M -19,183 Closed
SCM
2755
SOL Capital Management
Maryland
-$2.3M -19,101 Closed
Renaissance Technologies
2756
Renaissance Technologies
New York
-$2.1M -17,500 Closed
DAS
2757
Diversify Advisory Services
Utah
-$2.16M -16,801 Closed
Nisa Investment Advisors
2758
Nisa Investment Advisors
Missouri
-$1.86M -15,443 Closed
MHS
2759
M Holdings Securities
Oregon
-$1.61M -13,387 Closed
SLFPAM
2760
St. Louis Financial Planners Asset Management
Missouri
-$1.21M -10,069 Closed
GCM
2761
Glaxis Capital Management
Florida
-$1.2M -10,000 Closed
CWA
2762
Centennial Wealth Advisory
Michigan
-$1.18M -9,793 Closed
CAM
2763
Chandler Asset Management
California
-$1.1M -9,150 Closed
DDC
2764
DF Dent & Co
Maryland
-$1.01M -8,436 Closed
EMAM
2765
Encompass More Asset Management
California
-$935K -7,783 Closed
KWM
2766
KW Wealth Management
California
-$608K -5,061 Closed
DKCM
2767
Davidson Kahn Capital Management
California
-$595K -4,953 Closed
FWM
2768
FMB Wealth Management
California
-$582K -4,846 Closed
SFFS
2769
Stonehage Fleming Financial Services
Jersey
-$519K -4,320 Closed
BWM
2770
BAM Wealth Management
Colorado
-$491K -4,087 Closed
DFA
2771
Davies Financial Advisors
California
-$486K -4,043 Closed
CPA
2772
Clear Point Advisors
New York
-$485K -4,039 Closed
OCM
2773
Orleans Capital Management
Louisiana
-$443K -3,687 Closed
XT
2774
XTX Topco
Cayman Islands
-$432K -3,594 Closed
CAP
2775
Columbia Advisory Partners
Washington
-$425K -3,536 Closed