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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
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
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
GBFG
1126
Gerald Baker Financial Group
Texas
$2.44M +$2.49M +19,637 New
RWA
1127
Roberts Wealth Advisors
California
$2.44M +$233K +1,834 +10%
SI
1128
Seeds Investor
New York
$2.43M +$601K +4,731 +35%
IA
1129
Inspire Advisors
Idaho
$2.43M -$217K -1,708 -8%
AG
1130
Ascent Group
Virginia
$2.42M -$30.5K -240 -1%
ACM
1131
AUA Capital Management
Pennsylvania
$2.41M
FPCP
1132
Fort Point Capital Partners
California
$2.41M +$87.5K +689 +4%
PL
1133
Plancorp LLC
Missouri
$2.39M +$46.5K +366 +2%
IWA
1134
Invera Wealth Advisors
Oregon
$2.39M -$37.9K -298 -2%
TP
1135
Tranquility Partners
Tennessee
$2.38M +$96.5K +760 +4%
LWM
1136
Lionsbridge Wealth Management
Florida
$2.38M -$509K -4,007 -17%
BW
1137
BXM Wealth
Colorado
$2.37M +$254 +2 +0%
FFS
1138
Flavin Financial Services
Florida
$2.37M +$56K +441 +2%
SCA
1139
STALEY CAPITAL ADVISERS
Pennsylvania
$2.36M
BL
1140
Balentine LLC
Georgia
$2.35M -$297K -2,336 -11%
MTIC
1141
Missouri Trust & Investment Company
Missouri
$2.35M +$62.9K +495 +3%
RWB
1142
RMR Wealth Builders
New Jersey
$2.34M -$4.27M -33,619 -64%
GAA
1143
Guardian Asset Advisors
Pennsylvania
$2.34M +$1.97M +15,481 +460%
UWPG
1144
Ullmann Wealth Partners Group
Florida
$2.33M -$154K -1,212 -6%
CPIA
1145
Cornell Pochily Investment Advisors
New York
$2.3M -$98.3K -774 -4%
Russell Investments Group
1146
Russell Investments Group
United Kingdom
$2.3M +$244K +1,920 +12%
WEG
1147
World Equity Group
Illinois
$2.3M -$3.56K -28 -0.2%
ACA
1148
Affinity Capital Advisors
California
$2.3M +$32.9K +259 +1%
CG
1149
Caprock Group
Idaho
$2.3M +$191K +1,507 +9%
GWMR
1150
GC Wealth Management RIA
Massachusetts
$2.29M +$26.3K +207 +1%