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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
OWP
1676
ORG Wealth Partners
Texas
$771K -$656K -5,161 -45%
ACM
1677
Ardent Capital Management
Ohio
$769K
ITIM
1678
Indiana Trust & Investment Management
Indiana
$768K -$27.2K -214 -3%
CWS
1679
Cypress Wealth Services
California
$767K -$3.18K -25 -0.4%
SAMC
1680
Spectrum Asset Management (California)
California
$767K +$783K +6,167 New
BWM
1681
BKM Wealth Management
Wisconsin
$761K -$22.9K -180 -3%
TCM
1682
Traynor Capital Management
Pennsylvania
$761K -$10.7K -84 -1%
LI
1683
LVZ Inc
Michigan
$760K -$122K -959 -14%
MPWS
1684
McCarter Private Wealth Services
Massachusetts
$759K +$14.4K +113 +2%
BEC
1685
Blue Edge Capital
Virginia
$754K +$513K +4,037 +199%
RCP
1686
Roan Capital Partners
Tennessee
$752K +$768K +6,049 New
FCIM
1687
Fairview Capital Investment Management
California
$751K +$457K +3,600 +147%
CAMG
1688
CWA Asset Management Group
Florida
$748K +$62.5K +492 +9%
KSB
1689
Kennebec Savings Bank
Maine
$748K -$30.2K -238 -4%
SL
1690
SWMG LLC
Texas
$748K +$2.92K +23 +0.4%
BFG
1691
Bouchey Financial Group
New York
$745K
WTA
1692
Washington Trust Advisors
Massachusetts
$742K -$10.5K -83 -1%
TWP
1693
Triad Wealth Partners
Kansas
$742K +$94.4K +743 +14%
EAM
1694
Empirical Asset Management
Massachusetts
$741K -$8.77K -69 -1%
FNA
1695
First National Advisers
Nebraska
$741K +$88.9K +700 +13%
WKSWA
1696
White Knight Strategic Wealth Advisors
New Jersey
$739K -$280K -2,203 -27%
EB
1697
Exchange Bank
California
$738K +$48.4K +381 +7%
HBFP
1698
Henderson Brothers Financial Partners
Pennsylvania
$738K +$754K +5,934 New
KF
1699
Krilogy Financial
Missouri
$736K +$483K +3,799 +217%
CP
1700
Creekside Partners
California
$736K +$127 +1 +0%