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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
MPCA
826
Madison Park Capital Advisors
Washington
$4.7M -$127 -1 -0%
PPWM
827
PFG Private Wealth Management
Florida
$4.68M +$173K +1,359 +4%
PD
828
Planning Directions
Pennsylvania
$4.68M -$2.8M -22,003 -37%
SRPTWM
829
Split Rock Private Trading & Wealth Management
Minnesota
$4.67M -$122K -958 -2%
CBT
830
Central Bank & Trust
Kentucky
$4.66M +$863K +6,792 +22%
MCM
831
Magnolia Capital Management
New York
$4.66M +$583K +4,587 +14%
SIAM
832
Sterling Investment Advisors (Missouri)
Missouri
$4.65M -$19.9K -157 -0.4%
MAS
833
Meeder Advisory Services
Ohio
$4.65M +$153K +1,205 +3%
ACA
834
Adirondack Capital Advisors
New York
$4.65M +$117K +920 +3%
TCG
835
Transcendent Capital Group
Oklahoma
$4.63M -$186K -1,465 -4%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$4.62M -$36.8K -290 -0.8%
NS
837
NBC Securities
Alabama
$4.6M +$132K +1,041 +3%
AFO
838
Arrowroot Family Office
California
$4.57M -$97.6K -768 -2%
TCWA
839
Turtle Creek Wealth Advisors
Texas
$4.57M -$4.04M -31,796 -46%
EW
840
Element Wealth
Mississippi
$4.56M -$346K -2,720 -7%
CPSC
841
Carl P. Sherr & Co
Massachusetts
$4.56M -$5.84K -46 -0.1%
GSWM
842
Greenup Street Wealth Management
Michigan
$4.56M +$334K +2,631 +8%
CT
843
Colonial Trust
South Carolina
$4.54M +$22.1K +174 +0.5%
ST
844
Spinnaker Trust
Maine
$4.54M -$75.3K -593 -2%
WS
845
Wedbush Securities
California
$4.54M -$247K -1,946 -5%
SW
846
Simplicity Wealth
New Jersey
$4.49M -$126K -988 -3%
JRSI
847
Jeter Robert S II
$4.49M +$4.12M +32,467 New
CP
848
Capital Planning
Washington
$4.49M +$597K +4,697 +15%
ANTB
849
AMG National Trust Bank
Colorado
$4.49M +$735K +5,783 +19%
AF
850
Amara Financial
California
$4.48M -$168K -1,322 -4%