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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
AWA
2001
Asempa Wealth Advisors
Louisiana
$437K +$381 +3 +0.1%
TW
2002
Towerpoint Wealth
California
$437K +$65.3K +514 +17%
RCA
2003
Riverview Capital Advisers
Massachusetts
$436K +$446K +3,510 New
PFA
2004
Portland Financial Advisors
New York
$436K +$35.6K +280 +9%
EFG
2005
Everhart Financial Group
Ohio
$436K +$167K +1,311 +60%
SFP
2006
Shepherd Financial Partners
Massachusetts
$435K
WAG
2007
Wiser Advisor Group
Arizona
$435K -$21.7K -171 -5%
AIP
2008
ARS Investment Partners
New York
$435K
RWFS
2009
Rayburn West Financial Services
Tennessee
$435K
TVM
2010
True Vision MN
Minnesota
$434K +$216K +1,704 +95%
TH
2011
Team Hewins
California
$433K -$3.18K -25 -0.7%
SI
2012
Stirlingshire Investments
New York
$433K +$22.7K +179 +5%
SCM
2013
Sterling Capital Management
North Carolina
$432K +$508 +4 +0.1%
WH
2014
Willner & Heller
California
$430K -$2.41K -19 -0.5%
WC
2015
Woodstock Corp
Massachusetts
$429K -$736K -5,797 -63%
MFP
2016
Meramec Financial Planners
Missouri
$428K -$57K -449 -13%
PFA
2017
Petra Financial Advisors
Colorado
$426K
OWM
2018
Orgel Wealth Management
Wisconsin
$426K -$3.43K -27 -0.8%
DWM
2019
DKM Wealth Management
California
$425K -$40K -315 -8%
BTD
2020
BankPlus Trust Department
Mississippi
$424K
PNFS
2021
PW Nova Financial Services
Pennsylvania
$424K +$433K +3,411 New
MFGM
2022
Marshall Financial Group (Maryland)
Maryland
$424K -$230K -1,813 -35%
FM
2023
Foster & Motley
Ohio
$422K +$8.38K +66 +2%
PCM
2024
Poehling Capital Management
Wisconsin
$422K
BI
2025
Ballast Inc
Kentucky
$420K