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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
BRM
551
Boston Research & Management
Massachusetts
$9.41M -$37K -291 -0.4%
GSIS
552
Global Strategic Investment Solutions
Arizona
$9.41M -$2.06M -16,184 -18%
RIA
553
Richwood Investment Advisors
Ohio
$9.34M +$144K +1,134 +2%
KFC
554
Klingenstein Fields & Co
New York
$9.29M +$2.65M +20,856 +39%
COPPSERS
555
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.29M +$1.86M +14,617 +24%
TSWM
556
Triangle Securities Wealth Management
North Carolina
$9.27M +$355K +2,795 +4%
GWM
557
Global Wealth Management
New Jersey
$9.26M -$869K -6,838 -8%
FCBT
558
First Citizens Bank & Trust
North Carolina
$9.26M -$493K -3,879 -5%
SCTC
559
Sanibel Captiva Trust Company
Florida
$9.23M +$817K +6,435 +9%
BFWA
560
Benchmark Financial Wealth Advisors
Florida
$9.22M -$44.2K -348 -0.5%
SWA
561
Sax Wealth Advisors
New Jersey
$9.2M
OWA
562
Outlook Wealth Advisors
Texas
$9.19M +$8.67M +68,231 +1,188%
EFG
563
Embree Financial Group
Illinois
$9.19M -$209K -1,643 -2%
FNBOO
564
First National Bank of Omaha
Nebraska
$9.19M +$964K +7,588 +11%
AAS
565
Asset Allocation Strategies
Michigan
$9.15M -$34.8K -274 -0.4%
SWM
566
Selby Wealth Management
California
$9.1M -$87.4K -688 -0.9%
ABTD
567
Arvest Bank Trust Division
Oklahoma
$9.1M -$52K -409 -0.6%
CBA
568
Coastal Bridge Advisors
Connecticut
$9.03M +$107K +845 +1%
AC
569
Aristides Capital
Kentucky
$9M +$1.23M +9,708 +15%
AI
570
Atria Investments
North Carolina
$8.98M -$1.06M -8,322 -10%
Fidelity International
571
Fidelity International
Bermuda
$8.96M +$9.15M +72,039 New
MWM
572
Mascoma Wealth Management
New Hampshire
$8.94M +$305K +2,397 +3%
MHC
573
May Hill Capital
Massachusetts
$8.92M +$411K +3,233 +5%
SWMG
574
Sard Wealth Management Group
Georgia
$8.92M -$3.18K -25 -0%
HSA
575
HBK Sorce Advisory
Pennsylvania
$8.91M +$73.3K +577 +0.9%