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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
AWC
901
Abundance Wealth Counselors
Pennsylvania
$4.03M +$642K +5,050 +18%
SR
902
Syntax Research
Florida
$4.02M -$39.1K -308 -0.9%
SAM
903
Silvercrest Asset Management
New York
$4.01M
CCM
904
Canal Capital Management
Virginia
$4.01M -$4.1M -32,272 -50%
KHC
905
Koesten Hirschmann & Crabtree
Kansas
$3.99M -$3.05K -24 -0.1%
HSWM
906
Hubbell Strickland Wealth Management
Louisiana
$3.99M +$30.6K +241 +0.8%
MAS
907
Madden Advisory Services
Florida
$3.99M +$28.1K +221 +0.7%
ATC
908
Adirondack Trust Company
New York
$3.99M -$122K -959 -3%
AWM
909
AE Wealth Management
Kansas
$3.97M +$446K +3,511 +12%
PCM
910
Parsons Capital Management
Rhode Island
$3.97M +$92.7K +730 +2%
HAM
911
Harmony Asset Management
Arizona
$3.96M +$2.22M +17,483 +122%
RPGK
912
Retirement Planning Group (Kansas)
Kansas
$3.95M -$264K -2,078 -6%
SOS
913
Silver Oak Securities
Tennessee
$3.93M -$787K -6,192 -16%
NAM
914
NTV Asset Management
West Virginia
$3.92M -$10.3K -81 -0.3%
SEI Investments
915
SEI Investments
Pennsylvania
$3.92M +$479K +3,772 +14%
CTC
916
Corundum Trust Company
South Dakota
$3.92M +$180K +1,420 +5%
MCA
917
Magnolia Capital Advisors
Mississippi
$3.91M -$1.94M -15,240 -33%
WIP
918
WealthCare Investment Partners
Rhode Island
$3.9M +$37K +291 +0.9%
TW
919
TritonPoint Wealth
Maryland
$3.9M +$190K +1,496 +5%
AFP
920
Alpha Financial Partners
Kentucky
$3.9M -$142K -1,117 -3%
Luther King Capital Management (LKCM)
921
Luther King Capital Management (LKCM)
Texas
$3.89M
LIM
922
Leavell Investment Management
Alabama
$3.88M -$133K -1,050 -3%
VPW
923
Variant Private Wealth
Virginia
$3.88M -$1.91K -15 -0%
VWM
924
Verus Wealth Management
Wisconsin
$3.84M -$41.8K -329 -1%
HIMC
925
Heritage Investors Management Corp
Maryland
$3.82M -$159K -1,248 -4%