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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
M
1876
MATAURO
New York
$557K -$305K -2,397 -35%
NAM
1877
NorthCrest Asset Manangement
Minnesota
$557K -$770K -6,064 -58%
DA
1878
Doliver Advisors
Texas
$557K -$2.54K -20 -0.4%
CCWM
1879
Correct Capital Wealth Management
Missouri
$554K
HCMG
1880
Howard Capital Management Group
California
$553K
FWP
1881
Fiduciary Wealth Partners
Massachusetts
$552K -$94.1K -741 -14%
WPP
1882
Whalerock Point Partners
Rhode Island
$552K +$127 +1 +0%
WAG
1883
Winthrop Advisory Group
Massachusetts
$550K -$6.86K -54 -1%
BLC
1884
Brown, Lisle/Cummings
Rhode Island
$548K -$298K -2,348 -35%
NHC
1885
Nicholas Hoffman & Company
Georgia
$547K +$168K +1,321 +43%
PWA
1886
Primoris Wealth Advisors
Florida
$547K
GI
1887
GAMCO Investors
Connecticut
$547K +$10.8K +85 +2%
NA
1888
Nautilus Advisors
California
$546K +$25.5K +201 +5%
VCM
1889
Vines Capital Management
Louisiana
$546K -$2.41K -19 -0.4%
NP
1890
Nilsine Partners
Colorado
$545K -$27.6K -217 -5%
NJIM
1891
Nabity-Jensen Investment Management
Nebraska
$544K
MWM
1892
Melfa Wealth Management
Massachusetts
$544K +$2.79K +22 +0.5%
1CP
1893
17 Capital Partners
Arizona
$543K +$555K +4,368 New
DQRIM
1894
Dale Q Rice Investment Management
Washington
$543K +$27.7K +218 +5%
PFG
1895
Pinnacle Financial Group
Illinois
$540K -$21.2K -167 -4%
PHIC
1896
Pine Haven Investment Counsel
Massachusetts
$540K +$14.6K +115 +3%
AAMC
1897
Asset Allocation & Management Company
Illinois
$540K -$12.4K -98 -2%
GPWM
1898
Grant Private Wealth Management
California
$540K -$45.5K -358 -8%
MW
1899
Maia Wealth
Colorado
$539K -$27.6K -217 -5%
CMP
1900
Courage Miller Partners
Virginia
$538K -$508 -4 -0.1%