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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
TFP
651
Townsend Financial Planning
Kentucky
$7.21M -$2.54K -20 -0%
MFA
652
Mayflower Financial Advisors
Massachusetts
$7.19M +$95.8K +754 +1%
HFS
653
Hopwood Financial Services
Virginia
$7.18M +$55K +433 +0.8%
ALA
654
Atlas Legacy Advisors
California
$7.16M +$473K +3,727 +7%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$7.15M +$3.54M +27,889 +94%
NCM
656
Northside Capital Management
Oregon
$7.15M +$6.91M +54,378 +1,722%
BCM
657
Boltwood Capital Management
California
$7.08M +$43.3K +341 +0.6%
1WM
658
1900 Wealth Management
Texas
$7.08M +$345K +2,712 +5%
ABC
659
Associated Banc-Corp
Wisconsin
$7.03M +$73.2K +576 +1%
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.03M +$513K +4,035 +8%
PL
661
Parthenon LLC
Kentucky
$6.98M +$19.1K +150 +0.3%
TD Asset Management
662
TD Asset Management
Ontario, Canada
$6.97M +$449K +3,532 +7%
NEAM
663
New England Asset Management
Connecticut
$6.95M +$525K +4,135 +8%
AIM
664
Allen Investment Management
New York
$6.94M +$50.7K +399 +0.7%
GWM
665
Geneos Wealth Management
Colorado
$6.92M -$2.71M -21,299 -28%
BA
666
Ballew Advisors
Mississippi
$6.92M -$103K -808 -2%
CF
667
CBM Financial
Texas
$6.92M +$411K +3,237 +7%
SWM
668
Shrier Wealth Management
California
$6.89M +$566K +4,456 +9%
PPWM
669
Paragon Private Wealth Management
Kentucky
$6.87M +$247K +1,948 +4%
ML
670
McAdam LLC
Pennsylvania
$6.85M +$437K +3,443 +7%
IFG
671
Independent Financial Group
California
$6.85M +$347K +2,735 +5%
TCBWMS
672
Texas Capital Bank Wealth Management Services
Texas
$6.85M -$7.04M -55,377 -50%
TGAM
673
TBH Global Asset Management
Tennessee
$6.84M +$6.99M +55,037 New
LPT
674
Legacy Private Trust
Wisconsin
$6.83M -$195K -1,538 -3%
MNBTD
675
Moody National Bank Trust Division
Texas
$6.79M