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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
T. Rowe Price Associates
1976
T. Rowe Price Associates
Maryland
$463K
HWM
1977
Howard Wealth Management
Connecticut
$462K -$508 -4 -0.1%
GAMC
1978
Garner Asset Management Corp
Texas
$461K +$508 +4 +0.1%
HFS
1979
Haverford Financial Services
Pennsylvania
$460K -$191K -1,506 -29%
WIM
1980
WealthPlan Investment Management
Nebraska
$459K +$469K +3,689 New
BL
1981
BFSG LLC
California
$458K +$90.1K +709 +24%
BWP
1982
BlueStem Wealth Partners
Minnesota
$458K -$14.1K -111 -3%
AA
1983
Ashford Advisors
New York
$458K
EFG
1984
Everest Financial Group
Minnesota
$458K +$47.8K +376 +11%
ST
1985
Somerset Trust
Pennsylvania
$458K -$175K -1,377 -27%
KL
1986
KWMG LLC
Kansas
$456K -$11.9K -94 -2%
ST
1987
Sentinel Trust
Texas
$456K
HZ
1988
Hixon Zuercher
Ohio
$454K
RBC
1989
Roble Belko & Company
Pennsylvania
$454K -$241K -1,894 -34%
CFP
1990
Cascade Financial Partners
California
$450K -$26.9K -212 -6%
PWC
1991
Pathfinder Wealth Consulting
North Carolina
$448K +$21.1K +166 +5%
RDWM
1992
Red Door Wealth Management
Tennessee
$446K +$23.2K +183 +5%
KIA
1993
KCM Investment Advisors
California
$445K
CWP
1994
CFM Wealth Partners
Texas
$445K
SVWG
1995
Shared Vision Wealth Group
United States
$444K -$85.6K -674 -16%
WG
1996
Wellington Group
Indiana
$442K +$7.62K +60 +2%
FFG
1997
Fortune Financial Group
Florida
$442K +$127 +1 +0%
PMG
1998
Private Management Group
California
$442K
TCM
1999
Traub Capital Management
Massachusetts
$440K
CWA
2000
Crux Wealth Advisors
California
$439K +$762 +6 +0.2%