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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
SWP
2051
SIMA Wealth Partners
Virginia
$398K -$9.02K -71 -2%
SIM
2052
Synergy Investment Management
Florida
$397K +$15.2K +120 +4%
KWM
2053
Kaydan Wealth Management
Michigan
$395K +$4.45K +35 +1%
WCM
2054
Weaver Capital Management
Georgia
$394K
AWA
2055
Arbor Wealth Advisors
Michigan
$393K
CWM
2056
Castle Wealth Management
Florida
$393K +$127 +1 +0%
NEPWA
2057
New England Private Wealth Advisors
Massachusetts
$393K +$127 +1 +0%
HAP
2058
Harbor Asset Planning
Massachusetts
$393K +$889 +7 +0.2%
EPW
2059
Endeavor Private Wealth
Kansas
$392K -$15.2K -120 -4%
CC
2060
Clearwave Capital
California
$392K +$508 +4 +0.1%
NG
2061
Norden Group
Utah
$391K +$21.5K +169 +6%
AWM
2062
Avaii Wealth Management
Wisconsin
$391K -$34.3K -270 -8%
FFL
2063
Financial Freedom LLC
Ohio
$390K +$508 +4 +0.1%
WTB
2064
Washington Trust Bank
Washington
$390K -$22.6K -178 -5%
FCM
2065
Fortis Capital Management
Washington
$390K +$172K +1,352 +76%
LEA
2066
Legacy Edge Advisors
New York
$389K -$3.81K -30 -0.9%
SIM
2067
Sterling Investment Management
Arizona
$389K -$7.75K -61 -2%
MSWMA
2068
Market Street Wealth Management Advisors
Indiana
$388K -$15K -118 -4%
LC
2069
Lawood & Co
Pennsylvania
$386K -$5.59K -44 -1%
RRWA
2070
Rainey & Randall Wealth Advisors
Florida
$386K +$19.9K +157 +5%
WHCFA
2071
William Howard & Co Financial Advisors
Tennessee
$386K
HIS
2072
Horizon Investment Services
Indiana
$385K
HCMT
2073
Highland Capital Management (Tennessee)
Tennessee
$384K +$6.35K +50 +2%
HFS
2074
Hantz Financial Services
Michigan
$384K +$118K +931 +43%
4A
2075
4Wealth Advisors
Illinois
$383K +$42.2K +332 +12%