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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
LPFG
1801
Landing Point Financial Group
Ohio
$633K +$10.9K +86 +2%
GC
1802
Granville Capital
North Carolina
$633K
CA
1803
Carson Advisory
Georgia
$633K -$8.13K -64 -1%
VAG
1804
VisionPoint Advisory Group
Texas
$631K +$20.6K +162 +3%
GHAM
1805
Gilman Hill Asset Management
Connecticut
$631K
FP
1806
Financial Perspectives
Minnesota
$629K +$18.8K +148 +3%
GS
1807
GWN Securities
Florida
$629K +$21.5K +169 +3%
WJWM
1808
Williams Jones Wealth Management
New York
$621K +$53.1K +418 +9%
TAFW
1809
Tred Avon Family Wealth
Maryland
$620K +$178K +1,400 +39%
HPA
1810
High Probability Advisors
New York
$619K -$95.9K -755 -13%
OPAM
1811
Ocean Park Asset Management
California
$617K -$87.7K -690 -12%
HP
1812
Holistic Planning
Texas
$617K -$27.4K -216 -4%
LOPW
1813
Live Oak Private Wealth
North Carolina
$613K -$635 -5 -0.1%
EGA
1814
E&G Advisors
Texas
$612K +$272K +2,141 +77%
SIC
1815
Salem Investment Counselors
North Carolina
$611K +$2.16K +17 +0.3%
CAM
1816
Clark Asset Management
New Hampshire
$611K +$58.1K +457 +10%
FFA
1817
Founders Financial Alliance
North Carolina
$610K +$123K +972 +25%
FPW
1818
Flywheel Private Wealth
California
$609K
LWCFA
1819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$607K
ISFAN
1820
Investor's Fiduciary Advisor Network
Washington
$607K -$368K -2,897 -37%
B
1821
Bayban
Minnesota
$601K
GT
1822
GreatBanc Trust
Illinois
$600K -$36.8K -290 -6%
LCWP
1823
Legacy Capital Wealth Partners
Arkansas
$599K +$165K +1,296 +11%
SAS
1824
Stelac Advisory Services
New York
$599K +$87.5K +689 +17%
PP
1825
Postrock Partners
Oregon
$597K