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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
MW
576
Marble Wealth
Alabama
$8.89M +$601K +4,734 +7%
TIAA Trust, National Association
577
TIAA Trust, National Association
North Carolina
$8.88M -$48.3M -380,564 -84%
SIA
578
Soltis Investment Advisors
Utah
$8.8M -$250K -1,965 -3%
PWM
579
Partnership Wealth Management
Maryland
$8.74M -$359K -2,826 -4%
AIMC
580
Alley Investment Management Company
Illinois
$8.74M -$112K -883 -1%
AAS
581
Ameritas Advisory Services
Nebraska
$8.71M -$517K -4,072 -5%
MWM
582
Marietta Wealth Management
Georgia
$8.69M -$131K -1,030 -1%
PFM
583
Peak Financial Management
Massachusetts
$8.68M -$32.3K -254 -0.4%
TCP
584
TMB Capital Partners
Arkansas
$8.66M -$247K -1,941 -3%
NGA
585
Naples Global Advisors
Florida
$8.63M +$288K +2,269 +3%
CNBTD
586
Citizens National Bank Trust Department
Mississippi
$8.63M -$157K -1,234 -2%
RWPA
587
Richard W. Paul & Associates
Michigan
$8.61M -$5.39M -42,457 -38%
NBWM
588
North Berkeley Wealth Management
California
$8.59M +$714K +5,621 +9%
SAM
589
Sherman Asset Management
California
$8.52M -$44.8K -353 -0.5%
SW
590
SkyOak Wealth
Michigan
$8.51M +$165K +1,300 +2%
PI
591
Pachira Investments
California
$8.51M -$399K -3,138 -4%
BNP Paribas Financial Markets
592
BNP Paribas Financial Markets
France
$8.5M -$2.66M -20,950 -23%
SIC
593
Sterling Investment Counsel
New York
$8.49M +$367K +2,887 +4%
SAM
594
Smithbridge Asset Management
Pennsylvania
$8.47M -$7.54M -59,388 -47%
MAA
595
Matrix Asset Advisors
New York
$8.45M +$647K +5,095 +8%
EIG
596
Ellenbecker Investment Group
Wisconsin
$8.42M -$34.6K -272 -0.4%
MWM
597
MTC Wealth Management
Florida
$8.38M +$293K +2,305 +4%
HHWM
598
Hiley Hunt Wealth Management
Nebraska
$8.35M +$118K +932 +1%
RA
599
Riversedge Advisors
Delaware
$8.34M -$9.44M -74,336 -53%
AMM
600
American Money Management
California
$8.29M +$45K +354 +0.5%