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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
C1AG
1626
Client 1st Advisory Group
Florida
$856K +$288K +2,267 +49%
BC
1627
Barrett & Company
Rhode Island
$856K -$16.9K -133 -2%
TPW
1628
Talon Private Wealth
Florida
$849K +$868K +6,832 New
DS
1629
DRW Securities
Illinois
$849K
AWM
1630
Angeles Wealth Management
California
$847K -$64.4K -507 -7%
PCFFS
1631
Pacific Center for Financial Services
California
$844K -$224K -1,766 -21%
WE
1632
Wealth Effects
Massachusetts
$843K +$76.2K +600 +10%
BI
1633
BluePrint Investing
California
$841K -$105K -830 -11%
KA
1634
KLCM Advisors
Wisconsin
$834K +$55.3K +435 +7%
CPP
1635
Capasso Planning Partners
South Carolina
$827K -$4.32K -34 -0.5%
HWM
1636
Horizons Wealth Management
North Carolina
$826K -$635 -5 -0.1%
CFS
1637
Commonwealth Financial Services
West Virginia
$824K +$1.91K +15 +0.2%
TPWM
1638
Twelve Points Wealth Management
Massachusetts
$823K -$7.11K -56 -0.8%
CFG
1639
Cooper Financial Group
California
$822K -$9.15K -72 -1%
JHCP
1640
Jackson Hole Capital Partners
Oklahoma
$820K +$159K +1,255 +23%
CHAM
1641
Clear Harbor Asset Management
Connecticut
$819K +$186K +1,468 +29%
LCM
1642
LVM Capital Management
Michigan
$819K
EB
1643
Emprise Bank
Kansas
$818K
BC
1644
Brio Consultants
California
$818K -$39.9K -314 -5%
BFA
1645
Beacon Financial Advisory
Ohio
$816K +$84.4K +664 +11%
CIS
1646
Connors Investor Services
Pennsylvania
$814K +$10.8K +85 +1%
WOSD
1647
WFA of San Diego
California
$811K -$68K -535 -8%
SCP
1648
Stevens Capital Partners
Nebraska
$809K +$528K +4,159 +177%
IG
1649
IFS Group
Pennsylvania
$808K +$826K +6,502 New
TPA
1650
Trivium Point Advisory
Connecticut
$808K -$166K -1,303 -17%