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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
PP
1851
Patten & Patten
Tennessee
$575K -$16K -126 -3%
HVIA
1852
Hudson Valley Investment Advisors
New York
$575K -$1.27K -10 -0.2%
TFGT
1853
TS Financial Group (TSFG)
Illinois
$575K -$61.5K -484 -9%
VWM
1854
Vigilare Wealth Management
Arizona
$575K -$3.35M -26,362 -85%
WCM
1855
WealthBridge Capital Management
Ohio
$575K
ANBOT
1856
American National Bank of Texas
Texas
$574K +$587K +4,617 New
FAG
1857
Fortitude Advisory Group
Washington
$572K -$68.1K -536 -10%
PCA
1858
Peddock Capital Advisors
Massachusetts
$572K
PTC
1859
Philadelphia Trust Company
Pennsylvania
$572K -$129K -1,019 -18%
LFG
1860
Lazard Frères Gestion
France
$572K
KNW
1861
Kesler Norman & Wride
Utah
$572K +$147K +1,159 +34%
GIA
1862
Guyasuta Investment Advisors
Pennsylvania
$570K +$41.5K +327 +8%
PWS
1863
Peloton Wealth Strategists
Indiana
$570K +$43.8K +345 +8%
CMI
1864
Clare Market Investments
Texas
$569K +$582K +4,581 New
PCMF
1865
Private Capital Management (Florida)
Florida
$569K -$46.5K -366 -7%
TC
1866
Trust Company
Kansas
$569K
AWM
1867
Avondale Wealth Management
Texas
$569K +$25.4K +200 +5%
SCA
1868
Stillwater Capital Advisors
Pennsylvania
$569K +$214K +1,682 +58%
FC
1869
Financial Council
Maryland
$568K
GOCP
1870
Great Oak Capital Partners
Massachusetts
$568K +$289K +2,274 +108%
DP
1871
DDD Partners
Washington
$567K
BB
1872
Berkshire Bank
Massachusetts
$566K
TCM
1873
Tassel Capital Management
North Carolina
$563K +$1.4K +11 +0.2%
CPW
1874
Cove Private Wealth
New York
$560K +$18K +142 +3%
SFAM
1875
Sawyer Falduto Asset Management
Illinois
$559K