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iShares Core S&P Small-Cap ETF

2,732 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 164 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

58% more first-time investments, than exits

New positions opened: 164 | 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: 2,7202,732 (+12)

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
2,732
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
164
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
Stifel Financial
51
Stifel Financial
Missouri
$214M +$2.57M +20,242 +1%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$210M +$1.47M +11,572 +0.7%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$200M +$6.22M +48,975 +3%
HTC
54
Haverford Trust Company
Pennsylvania
$199M -$10.8M -85,288 -5%
SPIA
55
Steward Partners Investment Advisory
New York
$199M +$2.02M +15,906 +1%
Osaic Holdings
56
Osaic Holdings
Arizona
$197M +$4.56M +35,859 +2%
MFIM
57
Mesirow Financial Investment Management
Illinois
$195M +$60.9M +479,564 +44%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$183M -$125M -984,079 -40%
MGIA
59
Moneta Group Investment Advisors
Missouri
$183M -$353K -2,781 -0.2%
MWM
60
Modera Wealth Management
New Jersey
$175M -$266K -2,096 -0.1%
BIM
61
Bridges Investment Management
Nebraska
$167M +$2.32M +18,278 +1%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$165M -$65.6K -516 -0%
BFG
63
Bleakley Financial Group
New Jersey
$165M +$30.5M +240,321 +22%
Brown Advisory
64
Brown Advisory
Maryland
$163M +$32.8M +258,263 +25%
Creative Planning
65
Creative Planning
Kansas
$156M +$57.8K +455 +0%
AF
66
Allworth Financial
California
$155M -$30.4K -239 -0%
MEPT
67
Missouri Education Pension Trust
Missouri
$151M +$49.1M +386,453 +47%
FMII
68
Farmers & Merchants Investments Inc
Nebraska
$151M +$3.94M +30,981 +3%
MML Investors Services
69
MML Investors Services
Massachusetts
$150M -$18.5M -145,911 -11%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$147M
UCFA
71
United Capital Financial Advisors
Texas
$145M -$3.67M -28,913 -2%
AssetMark Inc
72
AssetMark Inc
California
$143M -$580K -4,564 -0.4%
Franklin Resources
73
Franklin Resources
California
$140M +$7.72M +60,764 +6%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$132M +$15.6M +122,849 +13%
Victory Capital Management
75
Victory Capital Management
Texas
$131M +$18.8M +148,008 +16%