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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
33.65%
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
QP
1826
Quartz Partners
New York
$595K +$24.4K +192 +4%
NRG
1827
Nemes Rush Group
Michigan
$595K -$16.8K -132 -3%
FFA
1828
Fortune Financial Advisors
Kansas
$594K -$56.2K -442 -8%
BBPWM
1829
Blue Bell Private Wealth Management
Pennsylvania
$593K +$45K +354 +8%
LWM
1830
Lakeridge Wealth Management
Ohio
$593K +$7.24K +57 +1%
MPW
1831
MASECO Private Wealth
$591K -$60.1K -473 -9%
AA
1832
Argent Advisors
Louisiana
$587K
KFS
1833
Kelly Financial Services
Massachusetts
$587K +$169K +1,332 +39%
CCT
1834
Capital City Trust
Florida
$586K
RWA
1835
River Wealth Advisors
Pennsylvania
$586K -$97.8K -770 -14%
LWM
1836
Liberty Wealth Management
California
$585K -$73.6K -579 -11%
BWP
1837
Balboa Wealth Partners
Arizona
$584K +$52.1K +410 +10%
SPW
1838
Stillwater Private Wealth
Pennsylvania
$584K +$598K +4,705 New
BF
1839
Bonfire Financial
Colorado
$584K
NSIM
1840
North Star Investment Management
Illinois
$583K +$127 +1 +0%
JWM
1841
JGP Wealth Management
Oregon
$582K -$1.27K -10 -0.2%
CF
1842
Claris Financial
Virginia
$582K +$508 +4 +0.1%
IWS
1843
Insight Wealth Strategies
California
$581K -$96.4K -759 -14%
MCM
1844
MV Capital Management
Maryland
$580K +$32K +252 +6%
SWM
1845
SFG Wealth Management
Maryland
$580K -$11.3K -89 -2%
FF
1846
Finley Financial
Nevada
$579K
BTWM
1847
Baker Tilly Wealth Management
Wisconsin
$579K +$592K +4,658 New
AFP
1848
Arnold Financial Planning
Iowa
$579K -$83.7K -659 -12%
COCM
1849
Charter Oak Capital Management
New Hampshire
$577K +$59.1K +465 +11%
MA
1850
Modus Advisors
Minnesota
$576K -$23K -181 -4%