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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
AG
2076
AmeriFlex Group
Nevada
$382K -$77.6K -611 -17%
HT
2077
Heritage Trust
Oklahoma
$380K
WWMSC
2078
Wagner Wealth Management (South Carolina)
South Carolina
$379K +$6.1K +48 +2%
IPAM
2079
Investment Partners Asset Management
New Jersey
$378K -$19.3K -152 -5%
MI
2080
Moneywise Inc
Virginia
$377K -$155K -1,221 -29%
CWM
2081
Copia Wealth Management
Oregon
$377K +$22.4K +176 +6%
SAM
2082
Seelaus Asset Management
New Jersey
$377K +$52.6K +414 +16%
SCM
2083
Sage Capital Management
New Jersey
$377K -$39K -307 -9%
EFG
2084
Elevated Financial Group
Indiana
$377K +$385K +3,029 New
RFW
2085
Rainier Family Wealth
Washington
$376K +$41.5K +327 +12%
MAG
2086
Meadowbrook Advisors Group
New Jersey
$376K -$5.59K -44 -1%
WPW
2087
Watershed Private Wealth
Illinois
$376K +$11.3K +89 +3%
DWM
2088
Darwin Wealth Management
Florida
$375K -$26.8K -211 -7%
CCA
2089
Checchi Capital Advisers
California
$375K -$9.78K -77 -2%
MCM
2090
M1 Capital Management
Michigan
$374K
EHC
2091
Everett Harris & Co
California
$373K
PFG
2092
PAX Financial Group
Texas
$372K -$91.8K -723 -19%
PWM
2093
Penobscot Wealth Management
Maine
$372K -$2.79K -22 -0.7%
PSP
2094
Pacific Sage Partners
Washington
$371K +$2.92K +23 +0.8%
SL
2095
Sentry LLC
Tennessee
$370K -$79.3K -624 -17%
AAA
2096
Andrews Advisory Associates
Hawaii
$370K -$14.4K -113 -4%
TFM
2097
Trademark Financial Management
Minnesota
$368K -$26.3K -207 -7%
RIA
2098
Realta Investment Advisors
Delaware
$368K -$13.7K -108 -4%
RAM
2099
Redmond Asset Management
Virginia
$367K +$6.99K +55 +2%
GW
2100
Graetz Wealth
Michigan
$367K +$32.5K +256 +9%