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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
LF
1951
Lantz Financial
Illinois
$490K +$6.48K +51 +1%
OFS
1952
OneAscent Financial Services
Alabama
$489K +$77.5K +610 +18%
SF
1953
Symphony Financial
Texas
$486K +$281K +2,212 +129%
RFG
1954
RFP Financial Group
Georgia
$482K -$3.56K -28 -0.7%
MFG
1955
Mosaic Financial Group
Illinois
$482K +$254 +2 +0.1%
GG
1956
Greenwood Gearhart
Arkansas
$482K +$492K +3,876 New
CIAS
1957
CBIZ Investment Advisory Services
Ohio
$480K -$104K -819 -18%
NFG
1958
Northbridge Financial Group
Florida
$480K -$57.7K -454 -11%
DSC
1959
Duncker Streett & Co
Missouri
$478K
SWM
1960
SeaCrest Wealth Management
New York
$477K +$2.54K +20 +0.5%
PFW
1961
Petros Family Wealth
Minnesota
$477K -$186K -1,466 -28%
WMA
1962
West Michigan Advisors
Michigan
$476K +$889 +7 +0.2%
VC
1963
Veracity Capital
Georgia
$476K -$19.9K -157 -4%
SW
1964
SteelPeak Wealth
California
$473K +$211K +1,659 +77%
AIP
1965
Avail Investment Partners
Pennsylvania
$472K +$482K +3,797 New
AF
1966
Alerus Financial
North Dakota
$471K -$1.91K -15 -0.4%
AFA
1967
AA Financial Advisors
Ohio
$471K +$28.6K +225 +6%
COFSG
1968
Carbahal Olsen Financial Services Group
California
$471K +$6.1K +48 +1%
FVCM
1969
F&V Capital Management
Florida
$469K
LF
1970
LifeSteps Financial
California
$467K -$8.38K -66 -2%
CTWM
1971
Cherry Tree Wealth Management
Minnesota
$467K
TFA
1972
Toth Financial Advisory
Virginia
$466K +$225K +1,770 +89%
AWG
1973
Altus Wealth Group
Colorado
$466K -$254 -2 -0.1%
NPA
1974
Nichols & Pratt Advisers
Massachusetts
$465K -$254K -2,000 -18%
NCM
1975
NCM Capital Management
New Jersey
$463K