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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
OHWP
626
Oak Harbor Wealth Partners
North Carolina
$7.65M +$129K +1,013 +2%
MA
627
Montag & Associates
Georgia
$7.62M +$2.28M +17,957 +41%
EH
628
Equitable Holdings
New York
$7.59M +$8.14M +64,092 +11%
MWP
629
Madison Wealth Partners
Wisconsin
$7.58M -$36.2K -285 -0.5%
LA
630
Lynch & Associates
Indiana
$7.56M +$180K +1,418 +2%
WPIC
631
White Pine Investment Company
Michigan
$7.56M -$127K -1,001 -2%
CA
632
Cumberland Advisors
Florida
$7.55M -$19.7K -155 -0.3%
ACB
633
Aristotle Capital Boston
Massachusetts
$7.54M -$1.41M -11,076 -15%
DWT
634
Dorsey & Whitney Trust
South Dakota
$7.51M -$506K -3,981 -6%
PWM
635
Provident Wealth Management
Tennessee
$7.5M -$48.5K -382 -0.6%
T
636
TrustBank
Illinois
$7.5M +$279K +2,198 +4%
EGWAG
637
Elwood & Goetz Wealth Advisory Group
Georgia
$7.45M +$79.8K +628 +1%
PFS
638
Prospera Financial Services
Texas
$7.43M -$712K -5,601 -9%
SWA
639
Serenus Wealth Advisors
California
$7.41M +$1.65K +13 +0%
SC
640
Stephenson & Company
California
$7.4M +$213K +1,676 +3%
FMI
641
F/M Investments
District of Columbia
$7.39M -$1.6M -12,574 -17%
SW
642
SlateStone Wealth
Florida
$7.36M +$205K +1,610 +3%
BIA
643
Bell Investment Advisors
California
$7.36M -$267K -2,102 -3%
BFIM
644
Beese Fulmer Investment Management
Ohio
$7.36M +$372K +2,929 +5%
UFPG
645
United Financial Planning Group
New York
$7.32M +$280K +2,207 +4%
NF
646
Nikulski Financial
Iowa
$7.32M -$427K -3,361 -5%
MF
647
Meridian Financial
Massachusetts
$7.3M -$441K -3,472 -6%
CNBOF
648
City National Bank of Florida
Florida
$7.27M +$6.58M +51,834 +780%
MWM
649
Meridian Wealth Management
Kentucky
$7.25M +$286K +2,255 +4%
TCM
650
Telos Capital Management
California
$7.23M +$128K +1,008 +2%