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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
SGCA
1526
Steel Grove Capital Advisors
Tennessee
$1.05M +$12.2K +96 +1%
GAM
1527
Gemmer Asset Management
California
$1.05M -$25.5K -201 -2%
BTW
1528
Boston Trust Walden
Massachusetts
$1.04M
KWM
1529
KMT Wealth Management
California
$1.04M +$234K +1,841 +28%
CMAI
1530
Capital Management Associates Inc
Minnesota
$1.04M -$143K -1,129 -12%
MWS
1531
MFA Wealth Services
California
$1.04M -$5.46K -43 -0.5%
SM
1532
Sweeney & Michel
California
$1.04M -$2.29K -18 -0.2%
IC
1533
Inscription Capital
Texas
$1.04M -$33.3K -262 -3%
CWWM
1534
Curry Webb Wealth Management
Indiana
$1.04M -$455K -3,583 -30%
FG
1535
Foster Group
Iowa
$1.03M +$101K +793 +11%
TIP
1536
Tandem Investment Partners
New Jersey
$1.02M -$54.6K -430 -5%
GPWA
1537
Great Point Wealth Advisors
Massachusetts
$1.02M -$13.3K -105 -1%
IC
1538
Innealta Capital
Texas
$1.02M +$1.04M +8,185 New
FAM
1539
Formidable Asset Management
Ohio
$1.01M -$254 -2 -0%
TCM
1540
Tufton Capital Management
Maryland
$1.01M +$55.8K +439 +6%
STCOSD
1541
Sageworth Trust Company of South Dakota
South Dakota
$1.01M -$12.7K -100 -1%
RFP
1542
Root Financial Partners
California
$1.01M +$166K +1,308 +19%
CA
1543
Calton & Associates
Florida
$1M -$2.67K -21 -0.3%
EFH
1544
Eaton Financial Holdings
Florida
$1M -$150K -1,182 -13%
SVWAG
1545
Sound View Wealth Advisors Group
Georgia
$1M +$58.7K +462 +6%
SHJ
1546
Sharkey, Howes & Javer
Colorado
$1M
VAI
1547
Vanguard Advisers Inc
Pennsylvania
$1M +$1.02M +8,050 New
KFGG
1548
Keystone Financial Group (Georgia)
Georgia
$998K -$76.9K -605 -7%
SCG
1549
Sonata Capital Group
Washington
$997K +$37.2K +293 +4%
TAM
1550
Townsend Asset Management
North Carolina
$993K -$109K -856 -10%