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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
CIM
2251
Capital Investment Management
Missouri
$294K -$29K -228 -9%
FFM
2252
Forum Financial Management
Illinois
$294K -$119K -939 -28%
BZWA
2253
Blue Zone Wealth Advisors
California
$294K +$1.65K +13 +0.6%
JFG
2254
Jefferies Financial Group
New York
$292K +$36.3K +286 +14%
GFG
2255
Greystone Financial Group
Michigan
$292K -$158K -1,246 -35%
WRPWM
2256
Werba Rubin Papier Wealth Management
California
$289K -$14.1K -111 -5%
NIWA
2257
New Insight Wealth Advisors
California
$289K -$55.3K -435 -16%
CB
2258
Chris Bulman
California
$289K +$14.7K +116 +5%
SHGA
2259
Sand Hill Global Advisors
California
$289K
PPW
2260
Presilium Private Wealth
Pennsylvania
$288K +$49K +386 +20%
RIA
2261
Rhodes Investment Advisors
Texas
$288K +$31K +244 +12%
BAM
2262
BOS Asset Management
Illinois
$288K
SMH
2263
Sanders Morris Harris
Texas
$287K +$293K +2,306 New
5NPW
2264
55 North Private Wealth
Florida
$286K +$292K +2,299 New
GC
2265
GFG Capital
Florida
$285K -$16.8K -132 -5%
SFGM
2266
Stonebridge Financial Group (Missouri)
Missouri
$285K -$6.1K -48 -2%
DCM
2267
Dudley Capital Management
Virginia
$284K
TFA
2268
Tobias Financial Advisors
Florida
$284K +$127 +1 +0%
AWA
2269
American Wealth Advisors
Georgia
$284K -$4.57K -36 -2%
BONH
2270
Bank of New Hampshire
New Hampshire
$283K -$76.2K -600 -21%
OCM
2271
Osbon Capital Management
Massachusetts
$283K
BL
2272
BCWM LLC
Kansas
$283K +$30.7K +242 +12%
FNB
2273
Farmers National Bank
Kentucky
$282K -$8.13K -64 -3%
SLG
2274
Stanley-Laman Group
Pennsylvania
$281K +$15.6K +123 +6%
CWP
2275
Concord Wealth Partners
Virginia
$281K -$5.34K -42 -2%