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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
HGWM
2201
Horst & Graben Wealth Management
Oregon
$316K +$7.37K +58 +3%
BOSSRA
2202
B.O.S.S. Retirement Advisors
Utah
$316K +$76K +598 +31%
CA
2203
Chatterton & Associates
California
$316K +$307K +2,414 New
PCMK
2204
Paragon Capital Management (Kansas)
Kansas
$315K +$127 +1 +0%
MAG
2205
M3 Advisory Group
Massachusetts
$315K +$127 +1 +0%
SEP
2206
Southland Equity Partners
Missouri
$315K -$11.6K -91 -3%
KIM
2207
Kestra Investment Management
Texas
$315K +$13.8K +109 +5%
SWA
2208
Strata Wealth Advisors
Texas
$314K -$6.22K -49 -2%
BAMG
2209
Brand Asset Management Group
Missouri
$313K
UWS
2210
Unique Wealth Strategies
Illinois
$312K +$319K +2,510 New
SIAG
2211
Signet Investment Advisory Group
Rhode Island
$312K -$15K -118 -4%
BAG
2212
Bauman Advisory Group
Nevada
$312K -$4.81M -37,823 -94%
NSAM
2213
North Star Asset Management
Wisconsin
$311K
MW
2214
Members Wealth
Pennsylvania
$311K -$21K -165 -7%
DBRC
2215
D.B. Root & Company
Pennsylvania
$309K -$27.7K -218 -8%
CFG
2216
Compass Financial Group
Ohio
$309K -$14.5K -114 -4%
RIM
2217
Rockbridge Investment Management
New York
$308K -$24.6K -194 -7%
SAM
2218
Strategy Asset Managers
California
$307K
ORC
2219
O'Rourke & Company
Massachusetts
$307K -$17.5K -138 -5%
GWS
2220
Glassman Wealth Services
Virginia
$307K
DHC
2221
Drum Hill Capital
Connecticut
$306K
EPA
2222
Element Pointe Advisors
Florida
$306K
FWM
2223
Foguth Wealth Management
Michigan
$305K +$67.5K +531 +32%
Schroder Investment Management Group
2224
Schroder Investment Management Group
United Kingdom
$305K
WAP
2225
Wealth Analytics Partners
California
$304K