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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
PWMG
2026
Private Wealth Management Group
New Jersey
$418K +$1.27K +10 +0.3%
LA
2027
LexAurum Advisors
Kansas
$418K +$427K +3,363 New
WHG
2028
Westwood Holdings Group
Texas
$418K -$140K -1,099 -25%
PA
2029
PSI Advisors
Florida
$417K
TMWM
2030
Taylor & Morgan Wealth Management
Michigan
$417K -$5.72K -45 -1%
B
2031
Bensler
Washington
$415K
IWN
2032
Independent Wealth Network
Iowa
$414K -$3.81K -30 -0.9%
CFA
2033
Capstone Financial Advisors
Illinois
$414K -$20.5K -161 -5%
FEG
2034
Fund Evaluation Group
Ohio
$414K
SCA
2035
Stonebridge Capital Advisors
Minnesota
$413K -$2.16K -17 -0.5%
First Trust Advisors
2036
First Trust Advisors
Illinois
$412K -$170K -1,335 -29%
TAM
2037
TCP Asset Management
Ohio
$412K
RCM
2038
Radnor Capital Management
Pennsylvania
$411K
SWTS
2039
Stonehaven Wealth & Tax Solutions
Wisconsin
$411K -$6.86K -54 -2%
MFPI
2040
Midwest Financial Partners Investments
Minnesota
$411K
TFA
2041
Teamwork Financial Advisors
Texas
$410K -$16.3K -128 -4%
BST
2042
Bath Savings Trust
Maine
$408K -$13.2K -104 -3%
DF
2043
Downshift Financial
Colorado
$408K -$101K -793 -21%
MCM
2044
Mitchell Capital Management
Kansas
$407K +$9.53K +75 +2%
BMWS
2045
Brady Martz Wealth Solutions
North Dakota
$407K +$154K +1,210 +59%
TF
2046
Tenzing Financial
Virginia
$404K +$4.57K +36 +1%
EFN
2047
Equita Financial Network
Pennsylvania
$404K -$466K -3,672 -53%
TC
2048
Truvestments Capital
Florida
$403K -$14.5K -114 -3%
DI
2049
DAGCO Inc
Ohio
$403K -$18.9K -149 -4%
PIFP
2050
Partners in Financial Planning
Virginia
$400K +$117K +920 +40%