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iShares Core S&P Small-Cap ETF

2,734 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 165 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

59% more first-time investments, than exits

New positions opened: 165 | 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: 2,7212,734 (+13)

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
2,734
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
33.66%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
165
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
BFA
476
Bright Financial Advisors
Michigan
$11.5M +$318K +2,500 +3%
CCM
477
Condor Capital Management
New Jersey
$11.5M +$62.5K +492 +0.5%
SFG
478
Somnio Financial Group
Connecticut
$11.5M +$136K +1,068 +1%
TWP
479
TFO Wealth Partners
Ohio
$11.5M -$18.9K -149 -0.2%
CAL
480
Capital Analysts LLC
Pennsylvania
$11.5M -$934K -7,350 -7%
RWS
481
Rochester Wealth Strategies
Michigan
$11.4M +$51.6K +406 +0.4%
KPWG
482
KFA Private Wealth Group
Virginia
$11.4M +$133K +1,047 +1%
CWA
483
Canvas Wealth Advisors
Kansas
$11.3M -$269K -2,117 -2%
PA
484
Parallel Advisors
California
$11.3M +$897K +7,060 +8%
AFG
485
Atomi Financial Group
New York
$11.3M +$665K +5,234 +6%
WCFA
486
Walkner Condon Financial Advisors
Wisconsin
$11.3M +$4.51M +35,539 +64%
EWM
487
Evermay Wealth Management
Virginia
$11.3M -$284K -2,237 -2%
NFG
488
Nations Financial Group
Iowa
$11.3M +$24.8K +195 +0.2%
HWM
489
HighMark Wealth Management
Minnesota
$11.2M +$611K +4,806 +6%
OA
490
Operose Advisors
Wisconsin
$11.2M -$214K -1,681 -2%
TH
491
TCTC Holdings
Texas
$11.2M +$163K +1,281 +1%
EI
492
eCIO Inc
Wisconsin
$11.1M -$426K -3,351 -4%
SA
493
SoundView Advisors
Washington
$11.1M -$207K -1,632 -2%
CCW
494
Coastline Complete Wealth
South Carolina
$11.1M +$369K +2,906 +3%
NA
495
Nordwand Advisors
Pennsylvania
$11.1M -$1.1M -8,688 -9%
CPL
496
Corecam Pte Ltd
$11M -$1.48M -11,650 -12%
ACA
497
Aptus Capital Advisors
Alabama
$11M -$1.14M -8,969 -9%
TDWM
498
Topel & Distasi Wealth Management
California
$11M -$226K -1,781 -2%
BWIA
499
Bryant Woods Investment Advisors
New York
$11M +$102K +802 +0.9%
IWMA
500
Ironwood Wealth Management (Arizona)
Arizona
$11M -$117K -923 -1%