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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
3AM
1601
3EDGE Asset Management
Florida
$902K +$543K +4,273 +143%
CPA
1602
Cardiff Park Advisors
California
$899K +$1.02K +8 +0.1%
LW
1603
Linscomb Wealth
Texas
$896K -$167K -1,316 -15%
KWA
1604
Kondo Wealth Advisors
California
$895K
ACP
1605
Arcus Capital Partners
Georgia
$893K -$979K -7,705 -52%
WCM
1606
Winthrop Capital Management
Indiana
$889K
TPW
1607
TL Private Wealth
Texas
$888K -$34.6K -272 -4%
NB
1608
Nicolet Bankshares
Wisconsin
$887K +$97.2K +765 +12%
RFW
1609
Redwood Family Wealth
Texas
$885K -$14.7K -116 -2%
PHWA
1610
Petersen Hastings Wealth Advisors
Washington
$881K -$86K -677 -9%
TWA
1611
Tulsa Wealth Advisors
Oklahoma
$881K +$900K +7,088 New
SHFA
1612
SC&H Financial Advisors
Maryland
$874K -$508 -4 -0.1%
PIA
1613
Powell Investment Advisors
Florida
$873K -$508 -4 -0.1%
ACM
1614
Advisors Capital Management
New Jersey
$873K +$2.29K +18 +0.3%
AT
1615
American Trust
Kentucky
$872K -$153K -1,205 -15%
WPC
1616
Waters Parkerson & Co
Louisiana
$872K
STB
1617
S&T Bank
Pennsylvania
$872K
FDW
1618
Fourth Dimension Wealth
Ohio
$870K -$501K -3,941 -36%
ES
1619
ETF Store
Kansas
$867K +$126K +992 +17%
DACG
1620
Donor Advised Charitable Giving
California
$866K +$28.8K +227 +3%
WLIM
1621
White Lighthouse Investment Management
Massachusetts
$864K +$23.2K +183 +3%
CA
1622
COFG Advisors
Illinois
$861K +$173K +1,360 +24%
PWM
1623
PTM Wealth Management
United States
$860K -$10.8K -85 -1%
SAG
1624
Sentinel Advisory Group
Wisconsin
$859K +$878K +6,913 New
CAWM
1625
Capital Advisors Wealth Management
Washington
$858K -$2.67K -21 -0.3%