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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
WFAG
801
Wescott Financial Advisory Group
Pennsylvania
$4.97M +$134K +1,051 +3%
CB
802
Centennial Bank
Arkansas
$4.97M -$88.3K -695 -2%
MWA
803
Madson Wealth Advisors
California
$4.95M +$5.06M +39,851 New
CA
804
Corecam AG
$4.95M -$929K -7,310 -16%
PIMJS
805
PKO Investment Management Joint-Stock
Poland
$4.95M
WWM
806
Wolff Wiese Magana
California
$4.92M +$266K +2,090 +6%
BIA
807
Bigelow Investment Advisors
Maine
$4.91M -$194K -1,526 -4%
MIM
808
Macroview Investment Management
Maryland
$4.9M -$1.4K -11 -0%
WFA
809
Wellspring Financial Advisors
Ohio
$4.87M -$5.3M -41,731 -10%
WWA
810
WCG Wealth Advisors
Nevada
$4.87M +$494K +3,887 +11%
VCP
811
Verus Capital Partners
Arizona
$4.84M -$348K -2,742 -7%
LIP
812
Lynch Investment Planning
Pennsylvania
$4.83M +$1.61M +12,659 +48%
MFC
813
Mechanics Financial Corp
Ohio
$4.83M -$304K -2,391 -6%
GMA
814
Glassy Mountain Advisors
Maryland
$4.82M +$20.5K +161 +0.4%
VCM
815
Verde Capital Management
Michigan
$4.82M -$147K -1,161 -3%
SSWM
816
Sheets Smith Wealth Management
North Carolina
$4.8M +$82.1K +646 +2%
CF
817
Convergence Financial
Missouri
$4.8M -$20.8K -164 -0.4%
IAS
818
IMA Advisory Services
Colorado
$4.78M +$137K +1,078 +3%
PFA
819
Presper Financial Architects
Ohio
$4.77M -$8.6M -67,658 -64%
IWP
820
Invenio Wealth Partners
Florida
$4.75M +$172K +1,353 +4%
PWPS
821
Pinnacle Wealth Planning Services
Ohio
$4.75M -$53.1K -418 -1%
PSCM
822
Per Stirling Capital Management
Texas
$4.75M -$4.19M -32,983 -46%
FFG
823
Fortress Financial Group
Minnesota
$4.75M -$6.86K -54 -0.1%
CWL
824
Causey Wealth LLC
Colorado
$4.74M -$507K -3,987 -9%
RWA
825
Redhawk Wealth Advisors
Minnesota
$4.73M +$461K +3,626 +11%