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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
PLU
601
Performa Ltd (US)
South Carolina
$8.25M -$908K -7,150 -10%
VRM
602
Vectors Research Management
New York
$8.12M -$70K -551 -0.8%
TA
603
TKG Advisors
Indiana
$8.04M +$56.4K +444 +0.7%
AL
604
Aspiriant LLC
California
$8.02M +$22.2K +175 +0.3%
APW
605
Alliance Private Wealth
Massachusetts
$8.01M +$44.6K +351 +0.5%
CIAS
606
Capital Investment Advisory Services
North Carolina
$8M -$3.96M -31,155 -33%
GWMIA
607
Global Wealth Management Investment Advisory
Florida
$7.95M +$479K +3,771 +6%
HAG
608
HighPoint Advisor Group
Illinois
$7.93M -$745K -5,866 -8%
SWM
609
Spire Wealth Management
Virginia
$7.9M +$1.74M +13,697 +27%
KNFPWM
610
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.88M +$121K +954 +2%
IA
611
IFS Advisors
Kansas
$7.86M -$143K -1,125 -2%
DWM
612
Drive Wealth Management
Utah
$7.86M +$584K +4,595 +8%
BWP
613
Baldwin Wealth Partners
Massachusetts
$7.86M +$7.68M +60,453 +2,208%
HWM
614
Hemming & Wealth Management
Michigan
$7.85M -$3.36M -26,487 -30%
FHA
615
Flagship Harbor Advisors
Massachusetts
$7.85M +$314K +2,475 +4%
BW
616
BostonPremier Wealth
Massachusetts
$7.85M +$212K +1,668 +3%
AC
617
Asio Capital
Kentucky
$7.84M -$80.2K -631 -1%
SB
618
Strategic Blueprint
Georgia
$7.81M -$136K -1,074 -2%
AP
619
Aspect Partners
Virginia
$7.79M +$596K +4,691 +8%
PCM
620
Park Capital Management
Wisconsin
$7.77M +$141K +1,108 +2%
AWP
621
Accretive Wealth Partners
New Jersey
$7.75M +$211K +1,657 +3%
WCM
622
WLTH Capital Management
Arizona
$7.68M +$221K +1,738 +3%
DWM
623
Diversify Wealth Management
Utah
$7.68M +$6.37M +50,120 +730%
LWM
624
Latko Wealth Management
Illinois
$7.66M +$229K +1,799 +3%
CV
625
Counterweight Ventures
North Carolina
$7.65M -$1.11M -8,708 -12%