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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
FLPIM
1026
F.L. Putnam Investment Management
Massachusetts
$3.01M -$478K -3,765 -13%
MERSOM
1027
Municipal Employees' Retirement System of Michigan
Michigan
$3M
MF
1028
Montis Financial
Massachusetts
$2.99M +$62.6K +493 +2%
SIC
1029
Samalin Investment Counsel
New York
$2.98M +$581K +4,574 +24%
NHT
1030
New Hampshire Trust
New Hampshire
$2.97M -$421K -3,316 -12%
Susquehanna International Group
1031
Susquehanna International Group
Pennsylvania
$2.97M -$7.94M -62,495 -72%
BWAM
1032
Boyd Watterson Asset Management
Ohio
$2.96M
GKIM
1033
GW&K Investment Management
Massachusetts
$2.96M +$316K +2,484 +12%
ZIM
1034
Zacks Investment Management
Illinois
$2.93M -$121K -950 -4%
BFA
1035
Bluestem Financial Advisors
Illinois
$2.93M -$137K -1,082 -4%
MKW
1036
Mullaney, Keating & Wright
Connecticut
$2.93M -$347K -2,733 -10%
UCB
1037
United Community Bank
South Carolina
$2.93M -$298K -2,348 -9%
AWA
1038
Arete Wealth Advisors
Illinois
$2.92M +$15.9K +125 +0.5%
ANBT
1039
American National Bank & Trust
Texas
$2.91M -$8.26K -65 -0.3%
AAP
1040
Arax Advisory Partners
Colorado
$2.89M -$604K -4,755 -17%
TIA
1041
Tiemann Investment Advisors
California
$2.89M +$5.21K +41 +0.2%
MPPLM
1042
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.86M +$86.9K +684 +3%
KWM
1043
Keebeck Wealth Management
Illinois
$2.86M -$535K -4,211 -15%
OCM
1044
One Capital Management
California
$2.84M -$15.5K -122 -0.5%
Allspring Global Investments
1045
Allspring Global Investments
North Carolina
$2.84M
RA
1046
RoundAngle Advisors
New Jersey
$2.84M +$58.6K +461 +2%
TCM
1047
Tanaka Capital Management
New York
$2.84M +$15.9M +125,357 +132%
GEA
1048
Glen Eagle Advisors
New Jersey
$2.82M +$106K +834 +4%
TWM
1049
Tradition Wealth Management
Minnesota
$2.82M -$9.27K -73 -0.3%
IFO
1050
Independent Family Office
New York
$2.82M +$176K +1,387 +7%