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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
GTWM
776
Global Trust Wealth Management
Florida
$5.24M +$55.1K +434 +1%
LFAS
777
Level Four Advisory Services
Texas
$5.23M +$76.4K +601 +1%
PWW
778
Pettyjohn Wood & White
Virginia
$5.23M -$57.4K -452 -1%
CWM
779
Cooke Wealth Management
California
$5.21M +$100K +787 +2%
SEIA
780
Signature Estate & Investment Advisors
California
$5.2M +$72.4K +570 +1%
WB
781
WesBanco Bank
West Virginia
$5.19M -$665K -5,238 -11%
SWM
782
Silverlake Wealth Management
Vermont
$5.19M +$236K +1,859 +5%
WETS
783
Wealth Enhancement Trust Services
South Dakota
$5.18M -$121K -955 -2%
TCA
784
Transcend Capital Advisors
New Jersey
$5.18M +$167K +1,318 +3%
LKWM
785
Lee-Kelleher Wealth Management
Maryland
$5.17M +$338K +2,663 +7%
EA
786
Enclave Advisors
Texas
$5.16M -$1.67M -13,142 -24%
AB
787
ANB Bank
Colorado
$5.16M -$7.37K -58 -0.1%
EFL
788
ERn Financial LLC
Wisconsin
$5.15M -$457K -3,600 -8%
JAG
789
Journey Advisory Group
Kentucky
$5.13M -$2.96M -23,261 -36%
AWM
790
Avior Wealth Management
Nebraska
$5.1M -$187K -1,472 -3%
BFO
791
Biltmore Family Office
North Carolina
$5.09M +$1.29M +10,148 +33%
LFS
792
Legacy Financial Strategies
Kansas
$5.07M -$849K -6,683 -14%
BWM
793
Boyd Wealth Management
California
$5.05M -$8.36M -65,821 -62%
GSB
794
Greenfield Savings Bank
Massachusetts
$5.05M +$107K +843 +2%
RYIA
795
Roehl & Yi Investment Advisors
Oregon
$5.05M -$65.6K -516 -1%
PAM
796
Palisade Asset Management
Minnesota
$5.04M +$79K +622 +2%
CF
797
Conquis Financial
California
$5.03M +$71.8K +565 +2%
LFP
798
Lakeshore Financial Planning
Michigan
$5.03M +$333K +2,619 +7%
MCI
799
MRP Capital Investments
Georgia
$5.02M +$138K +1,086 +3%
MG
800
Mather Group
Illinois
$4.99M -$56.7K -446 -1%