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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
WAG
2126
Wallace Advisory Group
California
$353K
CWP
2127
Core Wealth Partners
California
$353K
MIM
2128
Marco Investment Management
Georgia
$353K +$361K +2,840 New
IWS
2129
Intentional Wealth Strategies
Colorado
$353K +$361K +2,839 New
BBES
2130
Buffalo Business & Estate Services
New York
$352K -$6.35K -50 -2%
DWM
2131
Denver Wealth Management
Colorado
$352K +$3.43K +27 +1%
AFAS
2132
Acorn Financial Advisory Services
Virginia
$350K -$7.11K -56 -2%
VHAM
2133
Van Hulzen Asset Management
California
$350K +$22.9K +180 +7%
KOC
2134
Koss-Olinger Consulting
Florida
$346K -$29.1K -229 -8%
HWA
2135
Heritage Wealth Architects
Minnesota
$346K +$127 +1 +0%
AT
2136
Adelphi Trust
Florida
$345K -$85.8K -675 -20%
HAFG
2137
Hansen & Associates Financial Group
California
$345K -$1.34M -10,510 -79%
NCG
2138
Newport Capital Group
New Jersey
$345K +$127 +1 +0%
LWP
2139
LMG Wealth Partners
Louisiana
$344K -$19.4K -153 -5%
OPWM
2140
Oxinas Partners Wealth Management
Indiana
$343K
VAM
2141
Virtue Asset Management
Illinois
$343K
VPF
2142
Vantage Point Financial
Illinois
$343K
CCA
2143
Clarity Capital Advisors
Florida
$343K +$508 +4 +0.1%
FAN
2144
Financial Advisors Network
California
$343K -$3.3K -26 -0.9%
FM
2145
Family Management
New York
$342K
TBA
2146
Tower Bridge Advisors
Pennsylvania
$341K +$349K +2,747 New
CI
2147
Ceera Investments
Texas
$340K +$38.7K +305 +13%
Loomis, Sayles & Company
2148
Loomis, Sayles & Company
Massachusetts
$339K +$2.41K +19 +0.7%
RCM
2149
RMR Capital Management
California
$339K
IWS
2150
Integrity Wealth Solutions
Colorado
$339K +$1.91K +15 +0.6%