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iShares Core S&P Small-Cap ETF

2,732 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 164 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

58% more first-time investments, than exits

New positions opened: 164 | 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: 2,7202,732 (+12)

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
2,732
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
164
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
AIM
76
Acropolis Investment Management
Missouri
$124M +$20.1K +158 +0%
Bessemer Group
77
Bessemer Group
New Jersey
$118M +$7.95M +62,596 +7%
WA
78
WestEnd Advisors
North Carolina
$117M +$2.79M +21,952 +2%
BPA
79
Beacon Pointe Advisors
California
$110M +$90.1M +709,130 +396%
M&T Bank
80
M&T Bank
New York
$110M -$12.4M -97,260 -10%
Members Trust
81
Members Trust
Florida
$108M +$2.49M +19,570 +2%
AUB
82
Atlantic Union Bankshares
Virginia
$106M -$3.87M -30,486 -3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$106M -$492K -3,872 -0.5%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$106M +$2.24M +17,643 +2%
DWM
85
Destination Wealth Management
California
$104M -$299K -2,356 -0.3%
P
86
&Partners
Tennessee
$101M +$782K +6,153 +0.8%
State Street
87
State Street
Massachusetts
$98.9M -$28.8M -226,335 -22%
KAS
88
Kestra Advisory Services
Texas
$98.6M +$12M +94,534 +14%
FFA
89
Farther Finance Advisors
California
$92.1M +$9.91M +78,019 +12%
SFA
90
Sequoia Financial Advisors
Ohio
$87.7M +$2.05M +16,129 +2%
WT
91
Whittier Trust
California
$86.9M -$784K -6,173 -0.9%
GT
92
Glenview Trust
Kentucky
$86.4M +$1.07M +8,453 +1%
FIB
93
First Interstate Bank
Montana
$84.5M +$610K +4,801 +0.7%
AI
94
Accredited Investors
Minnesota
$82.6M +$3.53M +27,825 +4%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$82.1M +$13.7M +108,200 +22%
SCM
96
Steele Capital Management
Iowa
$80.9M +$2.62M +20,599 +3%
Lido Advisors
97
Lido Advisors
California
$78.7M +$469K +3,693 +0.6%
IC
98
IEQ Capital
California
$78M +$8.68M +68,362 +12%
SL
99
SWF LLC
Nebraska
$78M +$3.61M +28,410 +5%
Principal Financial Group
100
Principal Financial Group
Iowa
$77.5M +$36.5M +287,473 +86%