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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
HCM
1476
Howland Capital Management
Massachusetts
$1.16M -$327K -2,577 -22%
OC
1477
Opinicus Capital
Florida
$1.15M -$8.51K -67 -0.7%
WC
1478
Waterloo Capital
Texas
$1.15M -$2.67K -21 -0.2%
RC
1479
Roundview Capital
New Jersey
$1.15M -$53.9K -424 -4%
CCWM
1480
Cassaday & Co Wealth Management
Virginia
$1.15M +$27.3K +215 +2%
SCA
1481
Sandy Cove Advisors
Massachusetts
$1.14M +$15.6K +123 +1%
TCM
1482
TD Capital Management
Tennessee
$1.14M +$21.1K +166 +2%
FNBTCON
1483
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M +$10.7K +84 +0.9%
IA
1484
Integrity Alliance
Iowa
$1.14M -$357K -2,812 -23%
SWM
1485
Sendero Wealth Management
Texas
$1.14M +$22.6K +178 +2%
VCP
1486
Vista Capital Partners
Oregon
$1.14M -$52.7K -415 -4%
BFWM
1487
Bright Futures Wealth Management
New York
$1.13M -$5.34K -42 -0.5%
CFG
1488
Compton Financial Group
Maryland
$1.13M -$206K -1,624 -15%
SWM
1489
SHP Wealth Management
Massachusetts
$1.12M -$129K -1,015 -10%
BWM
1490
Birchcreek Wealth Management
Ohio
$1.12M +$77.4K +609 +7%
LWP
1491
Laurel Wealth Planning
Minnesota
$1.12M -$27.6K -217 -2%
FFG
1492
Fiduciary Financial Group
California
$1.12M -$381 -3 -0%
PB
1493
Prosperity Bancshares
Texas
$1.12M -$27.7K -218 -2%
CWM
1494
Clearview Wealth Management
California
$1.12M +$1.14M +8,988 New
IA
1495
IFC Advisors
California
$1.12M -$165K -1,300 -13%
TF
1496
Tompkins Financial
New York
$1.12M -$3.18K -25 -0.3%
PVI
1497
Pine Valley Investments
New Jersey
$1.11M +$257K +2,025 +29%
IAS
1498
Insigneo Advisory Services
Florida
$1.11M -$214K -1,684 -16%
PWS
1499
Pursuit Wealth Strategies
North Carolina
$1.11M -$36.2K -285 -3%
NF
1500
NavPoint Financial
Minnesota
$1.11M +$762 +6 +0.1%