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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
AO
1301
Advisor OS
Illinois
$1.64M +$240K +1,892 +17%
SP
1302
SWS Partners
Ohio
$1.63M -$180K -1,418 -10%
ACIM
1303
Azimuth Capital Investment Management
Michigan
$1.62M +$159K +1,250 +11%
AIA
1304
Arcadia Investment Advisors
Idaho
$1.62M -$19.4K -153 -1%
A
1305
Argentarii
Ohio
$1.62M -$94.5K -744 -5%
FNWM
1306
Financial Network Wealth Management
Utah
$1.62M -$48.7K -383 -3%
DWG
1307
Darden Wealth Group
Michigan
$1.61M -$17.7K -139 -1%
OCA
1308
Odyssey Capital Advisors
Pennsylvania
$1.61M +$198K +1,558 +14%
SFM
1309
Signet Financial Management
New Jersey
$1.61M -$54.6K -430 -3%
LWA
1310
Lineweaver Wealth Advisors
Ohio
$1.61M -$16.1K -127 -1%
NRW
1311
Nova R Wealth
Kansas
$1.6M -$7.24K -57 -0.4%
RSF
1312
Rik Saylor Financial
Ohio
$1.6M +$127 +1 +0%
SYBT
1313
Stock Yards Bank & Trust
Kentucky
$1.6M +$193K +1,521 +13%
KW
1314
KWB Wealth
California
$1.59M
ASBI
1315
American State Bank (Iowa)
Iowa
$1.59M -$128K -1,005 -7%
DFA
1316
DHJJ Financial Advisors
Illinois
$1.58M -$8.26K -65 -0.5%
Qube Research & Technologies (QRT)
1317
Qube Research & Technologies (QRT)
United Kingdom
$1.58M -$19.7M -154,721 -92%
MWA
1318
Midland Wealth Advisors
Illinois
$1.57M -$88.5K -697 -5%
LFG
1319
Leverty Financial Group
Wisconsin
$1.57M -$269K -2,119 -14%
SPC
1320
Spirepoint Private Client
Florida
$1.57M +$87.4K +688 +6%
PWP
1321
Principle Wealth Partners
Connecticut
$1.56M -$34K -268 -2%
PT
1322
Plimoth Trust
Massachusetts
$1.56M
MIC
1323
Meridian Investment Counsel
California
$1.56M +$31.8K +250 +2%
RFN
1324
RDA Financial Network
Iowa
$1.55M -$23K -181 -1%
SWM
1325
Sherman Wealth Management
Maryland
$1.55M -$22.1K -174 -1%