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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
ULWM
1751
Upper Left Wealth Management
Florida
$688K +$101K +797 +17%
CG
1752
Cynosure Group
Utah
$687K +$328K +2,579 +87%
SAM
1753
S.A. Mason
Michigan
$687K +$136K +1,070 +24%
BW
1754
Balance Wealth
Ohio
$686K -$277K -2,181 -28%
CFD
1755
Creative Financial Designs
Indiana
$684K -$83.6K -658 -11%
HA
1756
HFG Advisors
Ohio
$683K -$4.45K -35 -0.6%
BRPW
1757
Ballast Rock Private Wealth
South Carolina
$682K -$1.91K -15 -0.3%
BWL
1758
Bogart Wealth LLC
Virginia
$681K +$43.3K +341 +7%
GF
1759
GGM Financials
Ohio
$680K -$4.96K -39 -0.7%
AAG
1760
Armstrong Advisory Group
Massachusetts
$678K -$20.3K -160 -3%
SAM
1761
SP Asset Management
California
$677K +$127 +1 +0%
PRAG
1762
Portfolio Resources Advisor Group
Florida
$676K -$8.13K -64 -1%
AIS
1763
American Investment Services
Massachusetts
$676K -$20.5K -161 -3%
YWM
1764
Yukon Wealth Management
Kansas
$674K +$127 +1 +0%
OFG
1765
Oxford Financial Group
Indiana
$673K -$145K -1,139 -17%
RWP
1766
Ridgeline Wealth Planning
Ohio
$673K -$88.8K -699 -11%
S
1767
Sunpointe
Missouri
$671K
AIM
1768
Alhambra Investment Management
Florida
$667K +$2.29K +18 +0.3%
CP
1769
Clarendon Private
Massachusetts
$665K -$13.1K -103 -2%
CWM
1770
Concentrum Wealth Management
California
$665K +$151K +1,192 +29%
LNB
1771
Ledyard National Bank
$664K -$63.4K -499 -9%
HPM
1772
Hoxton Planning & Management
West Virginia
$664K -$381 -3 -0.1%
WA
1773
Waddell & Associates
Tennessee
$664K +$678K +5,340 New
CAM
1774
Costello Asset Management
Pennsylvania
$664K -$4.32K -34 -0.6%
SEEDPG
1775
S.E.E.D. Planning Group
New York
$663K -$41K -323 -6%