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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
TWM
1551
TRB Wealth Management
Texas
$992K +$1.01M +7,984 New
VAG
1552
Vannoy Advisory Group
Texas
$991K +$381 +3 +0%
PFS
1553
Prospect Financial Services
New York
$990K -$63.5K -500 -6%
MFT
1554
Moisand Fitzgerald Tamayo
Florida
$986K -$14.2K -112 -1%
PSF
1555
Pacific Sun Financial
California
$981K -$19.7K -155 -2%
1IA
1556
1834 Investment Advisors
Wisconsin
$978K -$6.35K -50 -0.6%
MGWM
1557
Marks Group Wealth Management
Minnesota
$977K
Marshall Wace
1558
Marshall Wace
United Kingdom
$975K +$997K +7,846 New
SWASL
1559
Spartan Wealth Advisory Services LLC
Michigan
$975K +$996K +7,844 New
OCM
1560
Orion Capital Management
California
$970K
GM
1561
GeoWealth Management
Illinois
$970K -$95.2K -749 -9%
HWM
1562
Hohimer Wealth Management
Washington
$967K +$5.08K +40 +0.5%
1WA
1563
180 Wealth Advisors
Washington
$965K -$174K -1,366 -15%
PA
1564
Probity Advisors
Texas
$961K -$23.8K -187 -2%
BAM
1565
Berkshire Asset Management
Pennsylvania
$960K
ZBNA
1566
Zions Bancorporation, National Association
Utah
$960K
IP
1567
Ignite Planners
California
$958K +$100K +789 +11%
GAG
1568
GM Advisory Group
New York
$957K +$240K +1,893 +33%
EWA
1569
Evolution Wealth Advisors
Florida
$956K -$82.1K -646 -8%
OCM
1570
Objective Capital Management
Ohio
$956K -$49K -386 -5%
CD
1571
Capital Developers
North Carolina
$956K -$1.27K -10 -0.1%
CFA
1572
Camarda Financial Advisors
Florida
$955K +$17.7K +139 +2%
MAM
1573
MMA Asset Management
Pennsylvania
$953K -$187K -1,474 -16%
FNT
1574
First Nebraska Trust
Nebraska
$952K +$83.2K +655 +9%
OFG
1575
Opulen Financial Group
Virginia
$947K +$2.16K +17 +0.2%