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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
TYCC
526
Texas Yale Capital Corp
Florida
$10.2M +$73.8K +581 +0.7%
UBP
527
Union Bancaire Privee
Switzerland
$10.2M +$10.7M +84,332 New
RA
528
RFG Advisory
Alabama
$10.1M +$1.26M +9,879 +14%
WCL
529
Wealth Care LLC
Florida
$10.1M +$10.3M +81,240 New
MPCG
530
Matrix Private Capital Group
New York
$10.1M +$678K +5,339 +7%
SS
531
Sunbelt Securities
Texas
$10M +$2.77M +21,783 +37%
MOS
532
MGO One Seven
Ohio
$10M -$444K -3,493 -4%
CCM
533
Cannon Capital Management
Utah
$9.96M +$1.57M +12,335 +18%
UFA
534
Uptown Financial Advisors
Texas
$9.96M +$857K +6,746 +9%
AF
535
Ally Financial
Michigan
$9.94M -$71.3M -561,000 -88%
MBI
536
May Barnhard Investments
Maryland
$9.87M -$137K -1,082 -1%
HAS
537
Holland Advisory Services
Florida
$9.87M -$51.2K -403 -0.5%
GIA
538
GHP Investment Advisors
Colorado
$9.84M +$169K +1,334 +2%
LWMNY
539
Landmark Wealth Management (New York)
New York
$9.8M +$1.87M +14,755 +23%
TFO
540
Tarbox Family Office
California
$9.8M -$133K -1,050 -1%
CPSAC
541
Chas P. Smith & Associates (CPS)
Florida
$9.76M -$103K -812 -1%
CFFNO
542
Common Fund For Nonprofit Organizations
Connecticut
$9.68M +$15.6K +123 +0.2%
LT
543
Legacy Trust
Michigan
$9.62M +$134K +1,056 +1%
BEI
544
Benjamin Edwards Inc
Missouri
$9.58M +$384K +3,026 +4%
FA
545
Flagstar Advisors
New York
$9.56M -$1.21M -9,507 -11%
CTC
546
Central Trust Company
Missouri
$9.53M +$218K +1,717 +2%
TCRG
547
Twin Cities Retirement Group
Minnesota
$9.52M +$500K +3,938 +5%
KP
548
Keel Point
Alabama
$9.51M +$414K +3,257 +4%
AC
549
AlphaCore Capital
California
$9.46M -$529K -4,163 -5%
ET
550
Equitable Trust
Tennessee
$9.45M -$434K -3,415 -4%