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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
PA
1326
Powerhouse Assets
Massachusetts
$1.54M +$102K +804 +7%
MWM
1327
Mascagni Wealth Management
Mississippi
$1.54M -$4.32K -34 -0.3%
AWF
1328
Alpha Wealth Funds
Utah
$1.54M -$97.1K -764 -6%
SMWM
1329
Silvia McColl Wealth Management
California
$1.54M
NWMP
1330
Noble Wealth Management PBC
Colorado
$1.53M -$2.79K -22 -0.2%
ATWA
1331
Arbor Trust Wealth Advisors
Michigan
$1.53M -$6.99K -55 -0.4%
FPGK
1332
Financial Partners Group (Kansas)
Kansas
$1.53M -$38.1K -300 -2%
XPN
1333
XY Planning Network
Montana
$1.52M +$401K +3,154 +35%
RT
1334
Rockland Trust
Massachusetts
$1.52M +$10.4K +82 +0.7%
CAM
1335
Congress Asset Management
Massachusetts
$1.51M +$138K +1,085 +10%
HCP
1336
Hardin Capital Partners
South Carolina
$1.51M +$38.7K +305 +3%
ACA
1337
Alpha Capital Advisors
Maine
$1.51M +$19.4K +153 +1%
CWS
1338
Confluence Wealth Services
Pennsylvania
$1.5M +$149K +1,175 +11%
ICP
1339
Interchange Capital Partners
Pennsylvania
$1.5M -$99.2K -781 -5%
NDBT
1340
North Dallas Bank & Trust
Texas
$1.49M +$3.18K +25 +0.2%
PPA
1341
Pacific Point Advisors
California
$1.49M
PCA
1342
Prosperity Capital Advisors
Ohio
$1.49M +$913K +7,185 +150%
MWC
1343
MKD Wealth Coaches
Michigan
$1.49M -$228K -1,791 -13%
IAIM
1344
International Assets Investment Management
Florida
$1.49M -$75.5K -594 -5%
NWM
1345
Nolet Wealth Management
Texas
$1.49M +$464K +3,650 +44%
GFG
1346
Goldstone Financial Group
Illinois
$1.49M -$1.42M -11,197 -48%
FPW
1347
Flagship Private Wealth
Massachusetts
$1.49M -$2.41K -19 -0.2%
ONST
1348
Old North State Trust
North Carolina
$1.48M -$2.29K -18 -0.2%
TA
1349
TruWealth Advisors
Louisiana
$1.48M +$27.8K +219 +2%
PA
1350
Procyon Advisors
Connecticut
$1.48M +$74.4K +586 +5%