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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
CA
301
Crewe Advisors
Utah
$21.6M +$3.3M +25,952 +18%
TCM
302
Twele Capital Management
Minnesota
$21.6M -$175K -1,381 -0.8%
FHC
303
Fort Henry Capital
West Virginia
$21.5M +$189K +1,486 +0.9%
QCG
304
Quadrant Capital Group
Ohio
$21.5M -$374K -2,944 -2%
BWM
305
Baron Wealth Management
Michigan
$21.4M -$2.36M -18,598 -10%
GBWM
306
Granite Bay Wealth Management
New Hampshire
$21.4M +$578K +4,552 +3%
ETS
307
ESL Trust Services
New York
$21.3M +$135K +1,064 +0.6%
CPIG
308
Chicago Partners Investment Group
Illinois
$21.3M +$534K +4,201 +3%
KFP
309
Keener Financial Planning
Texas
$21.3M +$639K +5,033 +3%
PFA
310
Pure Financial Advisors
California
$21.3M +$351K +2,762 +2%
CGA
311
Crescent Grove Advisors
Illinois
$21.2M -$239K -1,885 -1%
AWM
312
Apollon Wealth Management
South Carolina
$21M -$592K -4,662 -3%
WT
313
Washington Trust
Rhode Island
$21M -$25K -197 -0.1%
BSSFA
314
Baron Silver Stevens Financial Advisors
Florida
$20.8M +$481K +3,787 +2%
NL
315
Navalign LLC
California
$20.7M +$71.8K +565 +0.3%
ECM
316
Evergreen Capital Management
Washington
$20.5M -$659K -5,191 -3%
HG
317
Harbor Group
New Hampshire
$20.4M -$1.08M -8,464 -5%
JSW
318
Journey Strategic Wealth
New Jersey
$20.3M -$64.3K -506 -0.3%
SCA
319
Southern Capital Advisors
Tennessee
$20.2M +$1.28M +10,097 +7%
CFO
320
Callan Family Office
Pennsylvania
$20.2M +$2.54M +19,964 +14%
IWMWV
321
Ironwood Wealth Management (West Virginia)
West Virginia
$20.2M -$248K -1,954 -1%
OAM
322
Oppenheimer Asset Management
New York
$20M +$13.1M +103,172 +178%
LPAM
323
Lodestar Private Asset Management
California
$20M +$1.09M +8,571 +6%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$20M -$757K -5,961 -4%
GIM
325
Goelzer Investment Management
Indiana
$20M -$229K -1,802 -1%