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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
KeyBank National Association
26
KeyBank National Association
Ohio
$477M +$3.26M +25,690 +0.7%
AA
27
Acorns Advisers
California
$452M +$3.38M +26,582 +0.7%
Cerity Partners
28
Cerity Partners
New York
$445M -$10.5M -82,763 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$438M +$22.6M +177,535 +5%
CAM
30
Cresset Asset Management
Illinois
$408M +$8.1M +63,738 +2%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$400M +$147M +1,159,049 +56%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$359M +$5.26M +41,409 +1%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$358M +$286M +2,252,498 +359%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$336M -$51.3M -403,813 -13%
NFA
35
Nationwide Fund Advisors
Ohio
$334M +$73.7M +580,145 +28%
JP Morgan Chase
36
JP Morgan Chase
New York
$331M +$49M +385,729 +16%
CCA
37
Catalyst Capital Advisors
New York
$306M +$30M +236,517 +11%
MRC
38
Millburn Ridgefield Corp
New York
$306M +$30M +236,517 +11%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$291M +$6.6M +51,958 +2%
CWM
40
Circle Wealth Management
New Jersey
$285M +$381 +3 +0%
AA
41
Alesco Advisors
New York
$278M -$8.66M -68,145 -3%
HNB
42
Huntington National Bank
Ohio
$270M +$1.98M +15,573 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$260M -$283M -2,225,028 -51%
MCM
44
MAI Capital Management
Ohio
$245M -$7.87M -61,943 -3%
WANY
45
Wealthspire Advisors (New York)
New York
$241M +$4.97M +39,083 +2%
VFA
46
Valeo Financial Advisors
Indiana
$239M -$11.7M -92,124 -4%
CCMG
47
Clark Capital Management Group
Pennsylvania
$226M +$14.9M +117,055 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$219M +$22M +173,255 +11%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$216M -$1.13M -8,872 -0.5%
Mariner
50
Mariner
Kansas
$216M -$967K -7,614 -0.4%