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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
PAA
2226
Peregrine Asset Advisers
Oregon
$304K -$8.64K -68 -3%
AWM
2227
Aries Wealth Management
Maine
$304K
OWA
2228
Octavia Wealth Advisors
Ohio
$304K -$62.1K -489 -17%
DWM
2229
DeLarme Wealth Management
California
$304K -$14.4K -113 -4%
WB
2230
Webster Bank
Connecticut
$303K -$51.7K -407 -14%
IAG
2231
Investmark Advisory Group
Connecticut
$301K +$508 +4 +0.2%
LWA
2232
Lifelong Wealth Advisors
Minnesota
$301K -$18.4K -145 -6%
SF
2233
Slagle Financial
Illinois
$300K +$41.2K +324 +15%
TRIA
2234
Trail Ridge Investment Advisors
Colorado
$300K -$48.7K -383 -14%
MA
2235
MJP Associates
Connecticut
$300K -$16.1K -127 -5%
PIN
2236
Prudent Investors Network
California
$300K +$307K +2,413 New
MPI
2237
Mairs & Power Inc
Minnesota
$300K -$10.8K -85 -3%
CK
2238
Cohen Klingenstein
New York
$298K
T
2239
Tableaux
Massachusetts
$297K -$5.21K -41 -2%
FC
2240
Financial Consulate
Maryland
$297K -$132K -1,037 -30%
IF
2241
IRON Financial
Illinois
$297K
DCM
2242
Davidson Capital Management
Texas
$296K
WG
2243
Welch Group
Alabama
$296K +$1.78K +14 +0.6%
IWC
2244
Infinity Wealth Counsel
Ohio
$296K
RCM
2245
Richardson Capital Management
Wisconsin
$296K -$7.88K -62 -3%
CCG
2246
Coastwise Capital Group
California
$296K -$76.6K -603 -20%
AIC
2247
Allodium Investment Consultants
Minnesota
$295K -$20.1K -158 -6%
AWM
2248
Aberdeen Wealth Management
Illinois
$295K
MSWM
2249
Master's Wealth Management
Pennsylvania
$295K +$302K +2,375 New
BWM
2250
BCS Wealth Management
Tennessee
$295K -$304K -2,396 -50%