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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
CS
1501
Cannell & Spears
New York
$1.11M +$1.27K +10 +0.1%
SG Americas Securities
1502
SG Americas Securities
New York
$1.11M -$2.85M -22,462 -72%
AWP
1503
Axis Wealth Partners
Rhode Island
$1.11M +$15.4K +121 +1%
EC
1504
EdgeRock Capital
Colorado
$1.1M -$2.54K -20 -0.2%
7WCP
1505
71 West Capital Partners
Massachusetts
$1.1M +$542K +4,270 +93%
SWM
1506
Steelhead Wealth Management
Virginia
$1.09M +$1.11M +8,765 New
NCM
1507
Nelson Capital Management
California
$1.09M -$57K -449 -5%
CFG
1508
Cosner Financial Group
Colorado
$1.08M -$41K -323 -4%
VFP
1509
Vilga Financial Planning
New Jersey
$1.08M
SWGC
1510
Summit Wealth Group (Colorado)
Colorado
$1.08M +$889K +6,997 +414%
TBT
1511
Texas Bank & Trust
Texas
$1.08M -$22.7K -179 -2%
GWANC
1512
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M +$54.1K +426 +5%
PPG
1513
Peak Planning Group
Colorado
$1.07M -$14.2K -112 -1%
PMFA
1514
Plante Moran Financial Advisors
Michigan
$1.07M +$3.18K +25 +0.3%
CNC
1515
Canandaigua National Corp
New York
$1.07M +$1.1M +8,634 New
HA
1516
Helium Advisors
Washington
$1.07M +$369K +2,901 +51%
FF
1517
Farnam Financial
Arizona
$1.07M -$142K -1,115 -11%
IIM
1518
Ipswich Investment Management
Massachusetts
$1.07M
PA
1519
PW Advisors
Florida
$1.07M -$610K -4,800 -36%
TIM
1520
Thompson Investment Management
Wisconsin
$1.06M +$83.7K +659 +8%
PCH
1521
PGIM Custom Harvest
New Jersey
$1.06M +$113K +893 +12%
VIA
1522
Victrix Investment Advisors
Florida
$1.06M +$118K +930 +12%
DWM
1523
Defined Wealth Management
Oregon
$1.06M +$5.72K +45 +0.5%
BFA
1524
Bragg Financial Advisors
North Carolina
$1.06M -$11.7K -92 -1%
FPCG
1525
Forum Private Client Group
Indiana
$1.05M -$88K -693 -8%