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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
AFG
701
Arkansas Financial Group
Arkansas
$6.27M -$68.6K -540 -1%
CAM
702
Cozad Asset Management
Illinois
$6.25M +$962K +7,574 +18%
GC
703
Garde Capital
Washington
$6.23M -$169K -1,327 -3%
NCM
704
Noesis Capital Mangement
Florida
$6.23M +$34.6K +272 +0.5%
AFS
705
AFG Fiduciary Services
Massachusetts
$6.22M +$536K +4,219 +9%
HBT
706
Hills Bank & Trust
Iowa
$6.21M -$14.6K -115 -0.2%
CWG
707
Cornerstone Wealth Group
North Carolina
$6.21M -$518K -4,078 -8%
NL
708
NWAM LLC
Washington
$6.21M -$99.3K -782 -2%
SI
709
Stephens Inc
Arkansas
$6.19M -$1.08M -8,530 -15%
NCM
710
Next Capital Management
New York
$6.18M +$352K +2,774 +6%
FFO
711
Fortitude Family Office
Arizona
$6.17M +$488K +3,840 +8%
SFP
712
Sandbox Financial Partners
Maryland
$6.17M +$791K +6,227 +14%
SAI
713
Savvy Advisors Inc
New York
$6.17M -$94.9K -747 -1%
FSAG
714
Financial Solutions Advisory Group
Illinois
$6.16M +$6.29M +49,535 New
BCM
715
Brookstone Capital Management
Illinois
$6.15M +$671K +5,284 +12%
HPC
716
HM Payson & Co
Maine
$6.14M +$720K +5,669 +13%
AF
717
AtlasMark Financial
Texas
$6.13M
EWP
718
Elevation Wealth Partners
California
$6.09M +$635 +5 +0%
FA
719
FDx Advisors
Illinois
$6.09M -$4.14M -32,607 -40%
AFS
720
Aft Forsyth & Sober
Florida
$6.05M
MBT
721
Montecito Bank & Trust
California
$6.04M -$214K -1,687 -3%
National Bank of Canada
722
National Bank of Canada
Quebec, Canada
$6.02M +$269K +2,114 +5%
PAG
723
Private Advisory Group
Washington
$5.97M +$1.4M +11,047 +30%
TF
724
Trek Financial
Arizona
$5.97M +$4.66M +36,690 +323%
LF
725
Lee Financial
Texas
$5.96M +$132K +1,042 +2%