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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
MUAMU
851
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.47M -$127K -1,000 -3%
LDB
852
Lee, Danner & Bass
Tennessee
$4.47M
HH
853
Hilltop Holdings
Texas
$4.46M -$792K -6,238 -15%
DCM
854
Donaldson Capital Management
Indiana
$4.46M +$137K +1,077 +3%
CHJWM
855
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.46M -$42.9K -338 -1%
NPT
856
National Philanthropic Trust
Pennsylvania
$4.44M +$6.61K +52 +0.1%
VIA
857
Vickerman Investment Advisors
Washington
$4.44M +$110K +869 +2%
LWM
858
Lyell Wealth Management
California
$4.44M +$2.09M +16,489 +86%
WPW
859
Winthrop Partners - WNY
New York
$4.44M -$14.6K -115 -0.3%
PBO
860
Peoples Bank (Ohio)
Ohio
$4.39M -$274K -2,156 -6%
GPA
861
Garrison Point Advisors
California
$4.38M +$117K +920 +3%
JIP
862
Jaffetilchin Investment Partners
Florida
$4.36M +$182K +1,431 +4%
HIA
863
Harbor Investment Advisory
Maryland
$4.34M +$601K +4,727 +16%
CCFM
864
Clear Creek Financial Management
Washington
$4.33M +$279K +2,193 +7%
DJSG
865
D.J. St. Germain
Massachusetts
$4.33M -$4.7K -37 -0.1%
PRTG
866
Post Resch Tallon Group
New York
$4.27M +$208K +1,636 +5%
SPFA
867
Summit Place Financial Advisors
New Jersey
$4.26M -$133K -1,050 -3%
WPW
868
Waldron Private Wealth
Pennsylvania
$4.25M -$127K -1,001 -3%
MA
869
Mutual Advisors
Nebraska
$4.25M -$98.5K -775 -2%
CFB
870
Cullen/Frost Bankers
Texas
$4.23M +$218K +1,713 +5%
VPW
871
Vericrest Private Wealth
Pennsylvania
$4.22M +$120K +946 +3%
EWM
872
Evercore Wealth Management
New York
$4.22M +$57.2K +450 +1%
GWS
873
Greykasell Wealth Strategies
California
$4.21M -$15.6K -123 -0.4%
AIM
874
Advyzon Investment Management
Illinois
$4.21M +$420K +3,306 +11%
QCIG
875
Quad-Cities Investment Group
Iowa
$4.21M +$72.2K +568 +2%