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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
GSAM
1376
Grant Street Asset Management
Pennsylvania
$1.42M -$384K -3,020 -21%
CFS
1377
Coordinated Financial Services
Colorado
$1.41M +$133K +1,047 +10%
TF
1378
Tudor Financial
Ohio
$1.41M -$11.9K -94 -0.8%
RWMH
1379
Riverpoint Wealth Management Holdings
Illinois
$1.41M +$5.97K +47 +0.4%
GP
1380
GLR Partners
Maryland
$1.41M +$1.44M +11,316 New
CC
1381
Cadinha & Co
Hawaii
$1.4M -$7.24K -57 -0.5%
NRC
1382
New Republic Capital
North Carolina
$1.4M -$43.6K -343 -3%
GC
1383
Gilbert & Cook
Iowa
$1.4M -$2.29K -18 -0.2%
SCM
1384
Sunbeam Capital Management
Georgia
$1.4M +$6.1K +48 +0.4%
HBCM
1385
Heron Bay Capital Management
Michigan
$1.4M +$962K +7,573 +205%
USCWA
1386
U.S. Capital Wealth Advisors
Texas
$1.4M +$156K +1,229 +12%
BI
1387
Beckerman Institutional
New Jersey
$1.39M +$11.8K +93 +0.8%
AFG
1388
Allegheny Financial Group
Pennsylvania
$1.39M -$1.54M -12,110 -52%
TVAMP
1389
Tennessee Valley Asset Management Partners
Tennessee
$1.39M +$177K +1,394 +14%
SFP
1390
Sterling Financial Planning
New Jersey
$1.38M -$13.5K -106 -0.9%
AWM
1391
AAF Wealth Management
Massachusetts
$1.38M -$14.9K -117 -1%
BLWM
1392
Bucket List Wealth Management
Florida
$1.37M -$365K -2,870 -21%
RIA
1393
RPG Investment Advisory
California
$1.36M +$200K +1,578 +17%
NWA
1394
Northwest Wealth Advisors
Washington
$1.36M +$120K +942 +9%
PAM
1395
PCG Asset Management
New Jersey
$1.36M +$285K +2,240 +26%
CWA
1396
Continuum Wealth Advisors
New York
$1.35M -$67.3K -530 -5%
TIAM2
1397
Tru Independence Asset Management 2
Oregon
$1.35M +$42.3K +333 +3%
AT
1398
Arlington Trust
Alabama
$1.35M -$19.3K -152 -1%
HWM
1399
HRC Wealth Management
Idaho
$1.34M +$79.1K +623 +6%
ACG
1400
Allen Capital Group
Nebraska
$1.34M -$48K -378 -3%