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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
IIA
1726
Integral Investment Advisors
California
$710K -$14.6K -115 -2%
BCM
1727
Brookmont Capital Management
Texas
$709K +$1.78K +14 +0.2%
MWM
1728
McNaughton Wealth Management
California
$709K -$23.4K -184 -3%
STA
1729
Shade Tree Advisors
New York
$709K
Invesco
1730
Invesco
Georgia
$708K +$4.83K +38 +0.7%
LWPC
1731
Legacy Wealth Partners (Colorado)
Colorado
$708K -$38.7K -305 -5%
LL
1732
LPWM LLC
Minnesota
$708K +$32.6K +257 +5%
AWA
1733
Alta Wealth Advisors
Massachusetts
$703K -$1.78K -14 -0.2%
FWI
1734
Facet Wealth Inc
Maryland
$703K +$46.5K +366 +7%
MSG
1735
Main Street Group
Virginia
$703K -$17.8K -140 -2%
AGC
1736
August Group Capital
$699K +$1.14K +9 +0.2%
CPG
1737
Cornerstone Planning Group
New Jersey
$698K -$49.3K -388 -7%
GA
1738
Greenspring Advisors
Maryland
$697K -$9.27K -73 -1%
PFBT
1739
Parkside Financial Bank & Trust
Missouri
$697K -$124K -978 -15%
3IP
1740
3Chopt Investment Partners
Virginia
$696K +$57.2K +450 +9%
LFG
1741
Larson Financial Group
Missouri
$696K -$162K -1,272 -19%
ME
1742
McIlrath & Eck
Washington
$696K -$5.72K -45 -0.8%
FI
1743
Financial Insights
Washington
$695K +$127K +1,000 +22%
TP
1744
TritonPoint Partners
Maryland
$694K +$56.3K +443 +9%
I
1745
InvesTrust
Oklahoma
$694K
KW
1746
Keyvantage Wealth
Pennsylvania
$693K -$27.2K -214 -4%
HWA
1747
Hillcrest Wealth Advisors
New Jersey
$690K
CB
1748
CNB Bank
Pennsylvania
$690K -$3.18K -25 -0.4%
ARA
1749
Alexander Randolph Advisory
Virginia
$689K +$8.89K +70 +1%
RFA
1750
Rollins Financial Advisors
New York
$689K +$269K +2,115 +62%