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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
TCOT
976
Trust Company of Toledo
Ohio
$3.43M +$32.1K +253 +0.9%
FTC
977
Farmers Trust Company
Ohio
$3.43M +$193K +1,516 +6%
GFP
978
Gryphon Financial Partners
Ohio
$3.41M -$181K -1,424 -5%
AAS
979
Annex Advisory Services
Wisconsin
$3.41M -$882K -6,943 -20%
HIP
980
HUB Investment Partners
Texas
$3.41M +$513K +4,041 +17%
WWM
981
Wiser Wealth Management
Georgia
$3.4M -$81.4K -641 -2%
JFG
982
JMG Financial Group
Illinois
$3.39M -$13.6K -107 -0.4%
VCA
983
Verdence Capital Advisors
Maryland
$3.36M +$149K +1,175 +5%
EL
984
EWA LLC
Pennsylvania
$3.36M -$2.05M -16,151 -37%
TFG
985
Tilson Financial Group
New Jersey
$3.36M -$40.1K -316 -1%
GCA
986
Gallagher Capital Advisors
Texas
$3.36M -$12.7K -100 -0.4%
SGK
987
Steigerwald Gordon & Koch
Virginia
$3.32M -$22K -173 -0.6%
JWM
988
JHP Wealth Management
Colorado
$3.31M +$1M +7,880 +42%
Koshinski Asset Management
989
Koshinski Asset Management
Illinois
$3.31M +$70.8K +557 +2%
VF
990
Vawter Financial
Ohio
$3.29M -$470K -3,699 -12%
LOWM
991
Laurel Oak Wealth Management
New Jersey
$3.28M -$287K -2,258 -8%
WP
992
Westmount Partners
California
$3.27M +$31.8K +250 +1%
DPI
993
Diversified Portfolios Inc
Michigan
$3.27M -$251K -1,976 -7%
GI
994
GAMMA Investing
California
$3.26M +$305K +2,397 +10%
GSWM
995
Golden State Wealth Management
California
$3.25M +$176K +1,387 +6%
GSEP
996
Golden State Equity Partners
California
$3.24M +$2.11M +16,585 +174%
PPC
997
Park Place Capital
Alabama
$3.24M -$57.8K -455 -2%
SAA
998
Southeast Asset Advisors
Georgia
$3.23M +$324K +2,550 +11%
GFA
999
Godfrey Financial Associates
New York
$3.23M -$45.5K -358 -1%
CWM
1000
Cornerstone Wealth Management
Missouri
$3.22M -$10.7K -84 -0.3%