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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
CFO
726
Capitol Family Office
Oregon
$5.95M
OGF
727
Orin Green Financial
California
$5.95M +$8.77K +69 +0.1%
CAM
728
Campion Asset Management
Virginia
$5.94M +$255K +2,010 +4%
GWM
729
Graybill Wealth Management
Illinois
$5.94M +$31.5K +248 +0.5%
CM
730
Columbus Macro
Pennsylvania
$5.93M -$3.18K -25 -0.1%
AP
731
Americana Partners
Texas
$5.93M -$1.9M -14,960 -24%
FPAS
732
Focus Partners Advisor Solutions
Missouri
$5.91M -$235K -1,848 -4%
CPC
733
Consolidated Planning Corp
Georgia
$5.91M -$386K -3,041 -6%
CW
734
CreativeOne Wealth
Kansas
$5.91M +$978K +7,700 +19%
KCM
735
Kanawha Capital Management
Virginia
$5.88M +$942K +7,418 +19%
BA
736
Bellwether Advisors
Nebraska
$5.84M +$251K +1,974 +4%
Betterment LLC
737
Betterment LLC
New York
$5.83M +$770K +6,062 +15%
HCM
738
Hudson Capital Management
New Jersey
$5.82M -$65.2K -513 -1%
RBC
739
Romano Brothers & Co
Illinois
$5.81M -$382K -3,009 -6%
FSA
740
Financial Services Advisory
Maryland
$5.8M +$5.93M +46,666 New
PWA
741
Perspective Wealth Advisors
Colorado
$5.79M +$383K +3,017 +7%
WWM
742
Western Wealth Management
Colorado
$5.76M +$2.18M +17,178 +59%
PPWP
743
Premier Path Wealth Partners
New Jersey
$5.74M -$2.77M -21,827 -32%
CIC
744
Carnegie Investment Counsel
Ohio
$5.74M +$1.78K +14 +0%
FNBOH
745
First National Bank of Hutchinson
Kansas
$5.73M -$196K -1,544 -3%
MAWA
746
Moss Adams Wealth Advisors
Washington
$5.72M -$15.4M -121,537 -73%
CCA
747
Coign Capital Advisors
Utah
$5.72M +$45.2K +356 +0.8%
IP
748
Integras Partners
Georgia
$5.67M +$5.8M +45,633 New
KAS
749
KPP Advisory Services
Kentucky
$5.64M -$209K -1,648 -4%
AFM
750
Aspetuck Financial Management
Connecticut
$5.62M +$113K +890 +2%