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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
SWA
1926
Strategies Wealth Advisors
Michigan
$510K -$44.7K -352 -8%
WIC
1927
Woodmont Investment Counsel
Tennessee
$508K +$159K +1,254 +44%
MAMG
1928
Milestone Asset Management Group
Connecticut
$507K +$38.9K +306 +8%
AWMG
1929
ADG Wealth Management Group
Louisiana
$506K +$213K +1,679 +70%
AP
1930
Appleton Partners
Massachusetts
$506K -$2.16K -17 -0.4%
ATS
1931
Ashton Thomas Securities
New York
$505K +$516K +4,065 New
IIC
1932
Ironwood Investment Counsel
Arizona
$505K +$14.9K +117 +3%
BPW
1933
BlueDoor Private Wealth
Massachusetts
$504K +$64.2K +505 +14%
HCM
1934
Hollencrest Capital Management
California
$504K
VA
1935
Vident Advisory
Georgia
$503K +$23.5K +185 +5%
SFO
1936
Stokes Family Office
Louisiana
$502K -$99.9K -786 -16%
FCH
1937
Freestone Capital Holdings
Washington
$501K +$154K +1,210 +43%
GCL
1938
Gouws Capital LLC
North Carolina
$500K
PSA
1939
Plum Street Advisors
Louisiana
$498K
LG
1940
LAM Group
Oregon
$497K
FI
1941
FWG Investments
Kentucky
$496K -$30.4K -239 -6%
EV
1942
EJMK Ventures
Illinois
$494K -$112K -878 -18%
PWS
1943
Proactive Wealth Strategies
Georgia
$493K +$268K +2,109 +114%
DE
1944
Diversified Enterprises
Delaware
$493K +$504K +3,967 New
PIA
1945
Polaris Investment Advisors
Massachusetts
$493K
FPB
1946
First PREMIER Bank
South Dakota
$493K
CWA
1947
Clarity Wealth Advisors
California
$492K +$11.9K +94 +2%
DWML
1948
Decker Wealth Management LLC
Tennessee
$492K
KWS
1949
Keystone Wealth Services
California
$491K -$22.4K -176 -4%
AA
1950
Aufman Associates
Pennsylvania
$490K +$508 +4 +0.1%