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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
BWFA
1576
Baltimore-Washington Financial Advisors
Maryland
$944K +$635 +5 +0.1%
MCP
1577
Miller Capital Partners
Michigan
$944K +$15.6K +123 +2%
TCWM
1578
Total Clarity Wealth Management
Illinois
$943K +$193K +1,517 +25%
IWP
1579
Integrity Wealth Partners
California
$941K +$962K +7,569 New
CW
1580
CrossGen Wealth
North Carolina
$939K -$5.72K -45 -0.6%
PWP
1581
Phillips Wealth Planners
Mississippi
$937K -$57K -449 -6%
PWA
1582
Pitcairn Wealth Advisors
Pennsylvania
$937K -$127 -1 -0%
CWM
1583
Centurion Wealth Management
Virginia
$934K -$2.41K -19 -0.3%
GWM
1584
Greenhouse Wealth Management
Connecticut
$933K +$1.4K +11 +0.1%
CGFA
1585
Colton Groome Financial Advisors
North Carolina
$933K -$13.2K -104 -1%
YIH
1586
Y-Intercept (HK)
Hong Kong
$932K +$201K +1,586 +27%
RLWM
1587
RF&L Wealth Management
Massachusetts
$931K +$22.2K +175 +2%
FB
1588
First Bancorp
Maine
$931K -$40.7K -320 -4%
EIA
1589
Edgemoor Investment Advisors
Maryland
$927K
IA
1590
Insight Advisors
Pennsylvania
$921K -$64K -504 -6%
MEAC
1591
M.E. Allison & Co
Texas
$918K
TWM
1592
Trueblood Wealth Management
Ohio
$917K +$102K +799 +12%
ACA
1593
American Capital Advisory
Idaho
$912K +$7.5K +59 +0.8%
CG
1594
Corundum Group
Colorado
$912K -$31.3K -246 -3%
CA
1595
Claro Advisors
Massachusetts
$911K -$635 -5 -0.1%
TSW
1596
Three Seasons Wealth
Utah
$910K -$39.9K -314 -4%
RIS
1597
Richmond Investment Services
Wisconsin
$908K -$8.77K -69 -0.9%
SM
1598
Sensible Money
Arizona
$906K +$127 +1 +0%
LIM
1599
Loudon Investment Management
New Hampshire
$906K -$1.27K -10 -0.1%
HNWA
1600
Henrickson Nauta Wealth Advisors
Michigan
$903K -$923K -7,265 -50%