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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
VWM
2151
Vermillion Wealth Management
Minnesota
$339K -$5.34K -42 -2%
SRC
2152
Sage Rhino Capital
California
$338K
ECA
2153
Elevated Capital Advisors
Utah
$337K +$381 +3 +0.1%
RA
2154
Rockingstone Advisors
Massachusetts
$336K +$25.4K +200 +8%
OL
2155
one8zero8 LLC
North Carolina
$336K -$14.7K -116 -4%
BWA
2156
Blodgett Wealth Advisors
California
$335K
TI
2157
Tidal Investments
Wisconsin
$335K -$25.6M -201,590 -99%
CFGW
2158
Chancellor Financial Group WB
Pennsylvania
$333K
FFG
2159
Foundry Financial Group
New Hampshire
$333K -$41.3K -325 -11%
SWM
2160
Segment Wealth Management
Texas
$333K -$20.3K -160 -6%
AAM
2161
Aureus Asset Management
Massachusetts
$332K +$340K +2,674 New
BPFA
2162
Barnes Pettey Financial Advisors
Mississippi
$332K
KFS
2163
Krane Financial Solutions
California
$331K +$339K +2,665 New
CL
2164
CIM LLC
New York
$331K
JWS
2165
Juncture Wealth Strategies
Arizona
$331K +$5.34K +42 +2%
KCM
2166
Kendall Capital Management
Maryland
$330K +$1.65K +13 +0.5%
BH
2167
Burk Holdings
Oklahoma
$330K
CF
2168
Collier Financial
Colorado
$330K +$11.7K +92 +4%
TWM
2169
Tanager Wealth Management
United Kingdom
$330K -$30.1K -237 -8%
E3F
2170
Eight 31 Financial
Texas
$330K +$7.37K +58 +2%
OWA
2171
Opal Wealth Advisors
New York
$329K -$14.5K -114 -4%
WP
2172
Walleye Partners
Wisconsin
$329K -$28.2K -222 -8%
CRI
2173
Colonial River Investments
Virginia
$328K +$2.29K +18 +0.7%
BIG
2174
Brookwood Investment Group
Arizona
$328K +$32.8K +258 +11%
PC
2175
Purewater Capital
Texas
$328K +$335K +2,636 New