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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
MPIA
2801
Milestones Private Investment Advisors
New York
-$220K -1,830 Closed
PFA
2802
Perryman Financial Advisory
Texas
-$216K -1,799 Closed
LG
2803
Leuthold Group
Minnesota
-$211K -1,754 Closed
MPW
2804
MGO Private Wealth
California
-$210K -1,748 Closed
APP
2805
Avantax Planning Partners
Iowa
-$208K -1,731 Closed
MCCP
2806
Mission Creek Capital Partners
California
-$207K -1,721 Closed
OFO
2807
OneAscent Family Office
Alabama
-$206K -1,710 Closed
WMA
2808
William Mack & Associates
Michigan
-$203K -1,690 Closed
WA
2809
Waystone Advisors
Washington
-$201K -1,671 Closed
SCM
2810
Saxony Capital Management
Missouri
-$201K -1,669 Closed
DT
2811
DV Trading
Illinois
-$192K -1,600 Closed
GAFA
2812
Garton & Associates Financial Advisors
Kentucky
-$132K -1,099 Closed
CCG
2813
Ceeto Capital Group
Florida
-$125K -1,036 Closed
CIA
2814
Cape Investment Advisory
Georgia
-$69.8K -581 Closed
MS
2815
Monetary Solutions
Ohio
-$61.8K -514 Closed
QA
2816
Quattro Advisors
Pennsylvania
-$60.5K -503 Closed
UOTTAIMCU
2817
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$49K -408 Closed
RWM
2818
RMG Wealth Management
Wisconsin
-$41.7K -318 Closed
CFS
2819
Compass Financial Services
Iowa
-$33.2K -276 Closed
CIEC
2820
Crédit Industriel et Commercial
France
-$31.2K -260 Closed
WWA
2821
Wealth Watch Advisors
Colorado
-$26.7K -222 Closed
VWWMG
2822
Vermillion & White Wealth Management Group
Pennsylvania
-$16.4K -137 Closed
IIM
2823
IFC & Insurance Marketing
California
-$14K -120 Closed
FMP
2824
Financial Management Professionals
Texas
-$13.7K -114 Closed
SHF
2825
Safe Harbor Fiduciary
Florida
-$12K -100 Closed