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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
BO
1651
Bank OZK
Arkansas
$808K +$3.05K +24 +0.4%
AWA
1652
Acorn Wealth Advisors
Michigan
$808K +$25.7K +202 +3%
EPW
1653
Evolve Private Wealth
California
$807K +$65.7K +517 +9%
LCC
1654
Lincoln Capital Corp
Rhode Island
$805K
AA
1655
Advisory Alpha
Michigan
$797K +$69.2K +545 +9%
M
1656
MOTCO
Texas
$793K -$81.6K -642 -9%
MWM
1657
Mosley Wealth Management
California
$789K +$1.27K +10 +0.2%
SNB
1658
Security National Bank
Nebraska
$789K +$19.4K +153 +2%
AL
1659
ADE LLC
Maryland
$787K -$1.52K -12 -0.2%
GCA
1660
Gradient Capital Advisors
California
$787K +$127 +1 +0%
CL
1661
CVFG LLC
Indiana
$786K +$295K +2,325 +58%
HFW
1662
Horizon Family Wealth
Illinois
$785K
GIP
1663
Granite Investment Partners
California
$785K
ClearBridge Investments
1664
ClearBridge Investments
New York
$784K -$17.3K -136 -2%
SPIO
1665
Seven Post Investment Office
California
$783K
SCA
1666
Stokes Capital Advisors
South Carolina
$781K +$10.3K +81 +1%
TI
1667
Truepoint Inc
Ohio
$780K +$25.5K +201 +3%
SWP
1668
Strategic Wealth Partners
Ohio
$780K -$10.2K -80 -1%
CFO
1669
Collective Family Office
Pennsylvania
$779K -$11.4K -90 -1%
NG
1670
Navigation Group
California
$778K +$795K +6,260 New
LW
1671
Livet Wealth
Utah
$778K +$9.53K +75 +1%
PTB
1672
Pioneer Trust Bank
Oregon
$778K +$381 +3 +0%
KFI
1673
Key Financial Inc
Pennsylvania
$777K -$13.5K -106 -2%
WPC
1674
White Pine Capital
Minnesota
$776K -$1.02K -8 -0.1%
EAN
1675
Excelsior Advisor Network
Colorado
$773K +$18K +142 +2%