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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
SQA
1401
Simon Quick Advisors
New Jersey
$1.34M +$94.1K +741 +7%
KCM
1402
Kathmere Capital Management
Pennsylvania
$1.34M -$6.86K -54 -0.5%
VFG
1403
Valley Financial Group
Pennsylvania
$1.34M -$10K -79 -0.7%
ZIC
1404
ZWJ Investment Counsel
Georgia
$1.34M +$77.5K +610 +6%
TFP
1405
Tilia Fiduciary Partners
North Carolina
$1.34M +$1.65K +13 +0.1%
CFG
1406
Carr Financial Group
Massachusetts
$1.33M +$273K +2,145 +25%
CWM
1407
Chemistry Wealth Management
New York
$1.33M
AWA
1408
Aaron Wealth Advisors
Illinois
$1.33M -$382K -3,003 -22%
PC
1409
Port Capital
Illinois
$1.32M +$81.6K +642 +6%
ML
1410
MLP3 LLC
New Jersey
$1.32M -$2.79K -22 -0.2%
B
1411
Bedminster
South Carolina
$1.32M -$53.2K -419 -4%
MWM
1412
Maltin Wealth Management
New Jersey
$1.32M +$42.2K +332 +3%
MIA
1413
Milestone Investment Advisors
Wisconsin
$1.32M -$96.7K -761 -7%
IIC
1414
Integrated Investment Consultants
Michigan
$1.32M -$27.2K -214 -2%
AIA
1415
AssuredPartners Investment Advisors
Florida
$1.31M +$101K +794 +8%
TT
1416
TI-Trust
Illinois
$1.31M
ESB
1417
Essex Savings Bank
Connecticut
$1.3M
PPW
1418
Pasadena Private Wealth
California
$1.3M -$9.65K -76 -0.7%
CKAIS
1419
Christensen King & Associates Investment Services
Washington
$1.3M +$54.4K +428 +4%
OLA
1420
Oliver Luxxe Assets
New Jersey
$1.3M -$1.4K -11 -0.1%
ACP
1421
Aviance Capital Partners
Florida
$1.29M +$44K +346 +3%
CWA
1422
Crusonia Wealth Advisors
Colorado
$1.28M -$41.9K -330 -3%
FB
1423
Finward Bancorp
Indiana
$1.28M +$89.6K +705 +7%
FCA
1424
FLC Capital Advisors
California
$1.28M -$76.7K -604 -6%
LC
1425
Lincoln Capital
Nebraska
$1.28M -$1.52K -12 -0.1%