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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
CTA
751
Colonial Trust Advisors
South Carolina
$5.61M +$570K +4,486 +11%
EWA
752
Etesian Wealth Advisors
Oregon
$5.56M -$400K -3,149 -7%
MCM
753
MidAtlantic Capital Management
Virginia
$5.56M -$3.18K -25 -0.1%
MC
754
Middleton & Co
Massachusetts
$5.55M +$97.8K +770 +2%
CG
755
Curat Global
New Hampshire
$5.55M +$1.16M +9,118 +26%
BMCM
756
Bryn Mawr Capital Management
Pennsylvania
$5.54M +$2.05M +16,142 +57%
CFIA
757
Cantor Fitzgerald Investment Advisors
New York
$5.51M +$10.7K +84 +0.2%
RA
758
Resolute Advisors
California
$5.5M -$141K -1,113 -2%
CPW
759
Crestmont Private Wealth
Texas
$5.5M +$219K +1,720 +4%
ISWM
760
Independent Solutions Wealth Management
New York
$5.49M -$194K -1,530 -3%
ASW
761
Astoria Strategic Wealth
Texas
$5.46M +$153K +1,207 +3%
MCA
762
MSH Capital Advisors
Arizona
$5.45M +$137K +1,082 +3%
DWM
763
Dakota Wealth Management
Florida
$5.42M -$328K -2,583 -6%
CA
764
Capital Advantage
California
$5.42M +$13K +102 +0.2%
WPC
765
Wedmont Private Capital
Pennsylvania
$5.38M +$182K +1,433 +4%
EL
766
EQ LLC
Washington
$5.37M +$3.11M +24,455 +130%
AF
767
Affiance Financial
Minnesota
$5.35M +$728K +5,729 +15%
PGF
768
Plan Group Financial
Oklahoma
$5.33M -$2.16M -17,020 -28%
AF
769
Apollon Financial
South Carolina
$5.33M +$493K +3,877 +10%
PTC
770
Private Trust Company
Ohio
$5.33M -$233K -1,831 -4%
WCP
771
Wick Capital Partners
Pennsylvania
$5.3M +$889K +7,001 +20%
CASB
772
Cape Ann Savings Bank
Massachusetts
$5.29M +$1.34M +10,512 +33%
LWL
773
Leo Wealth LLC
Texas
$5.28M -$80.3K -632 -1%
SFB
774
STAR Financial Bank
Indiana
$5.28M -$397K -3,128 -7%
VIM
775
Vista Investment Management
Pennsylvania
$5.26M -$87.5K -689 -2%