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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
VCM
1351
Vivaldi Capital Management
Illinois
$1.47M -$10.3K -81 -0.7%
UB
1352
Umpqua Bank
Oregon
$1.47M -$12.4K -98 -0.8%
AG
1353
AlTi Global
New York
$1.46M -$78.9K -621 -5%
O3W
1354
Omni 360 Wealth
New Jersey
$1.46M -$22.7K -179 -1%
EWA
1355
Exencial Wealth Advisors
Oklahoma
$1.46M +$114K +895 +8%
TIAAOA
1356
Teachers Insurance & Annuity Association of America
New York
$1.46M
SIAS
1357
Summit Investment Advisory Services
Minnesota
$1.46M -$1.02K -8 -0.1%
WJA
1358
Willis Johnson & Associates
Texas
$1.46M -$1.83M -14,369 -55%
IAS
1359
Investment Advisory Services
Texas
$1.45M -$90.1K -709 -6%
CSPIA
1360
Cary Street Partners Investment Advisory
Virginia
$1.45M -$42K -331 -3%
LC
1361
LCNB Corp
Ohio
$1.45M +$9.27K +73 +0.6%
VFS
1362
Valpey Financial Services
New Hampshire
$1.45M -$5.34K -42 -0.4%
AIM
1363
Anchor Investment Management
South Carolina
$1.45M -$8.64K -68 -0.6%
CIBC World Market
1364
CIBC World Market
Ontario, Canada
$1.44M +$8.13K +64 +0.6%
FWIA
1365
Fort Washington Investment Advisors
Ohio
$1.44M +$53.5K +421 +4%
FCM
1366
Firestone Capital Management
Florida
$1.44M +$81.2K +639 +6%
TRSOTSOK
1367
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M
GVCM
1368
Global View Capital Management
Wisconsin
$1.43M +$1.46M +11,531 New
EIA
1369
Eldridge Investment Advisors
New Hampshire
$1.43M -$80.7K -635 -5%
PWP
1370
PrairieView Wealth Partners
Illinois
$1.43M -$34.7K -273 -2%
DWP
1371
Destiny Wealth Partners
Florida
$1.43M -$19.8K -156 -1%
RFA
1372
Resurgent Financial Advisors
Georgia
$1.43M -$107K -843 -7%
TAM
1373
Tocqueville Asset Management
New York
$1.42M +$95.2K +749 +7%
RMP
1374
Richards, Merrill & Peterson
Washington
$1.42M -$17K -134 -1%
DWM
1375
DecisionMap Wealth Management
Virginia
$1.42M -$154K -1,209 -10%