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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
BOH
2326
Bank of Hawaii
Hawaii
$254K +$260K +2,045 New
SC
2327
Sierra Capital
Florida
$254K
GG
2328
GenWealth Group
New Jersey
$253K +$40.1K +316 +18%
MHR
2329
Matthew Hamilton Rosenberg
$252K
DSC
2330
Daytona Street Capital
Missouri
$252K
KDA
2331
Kraft Davis & Associates
Missouri
$252K -$42.6K -335 -15%
LWM
2332
LongView Wealth Management
Georgia
$251K -$10.5K -83 -4%
CAM
2333
Creekmur Asset Management
Illinois
$250K +$256K +2,012 New
WF
2334
WoodTrust Financial
Wisconsin
$250K
NI
2335
Natural Investments
California
$250K +$381 +3 +0.1%
FMTCOCP
2336
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$250K +$5.08K +40 +2%
RhumbLine Advisers
2337
RhumbLine Advisers
Massachusetts
$250K -$513K -4,038 -67%
BWM
2338
BCGM Wealth Management
Indiana
$250K +$10.8K +85 +4%
CC
2339
Chicago Capital
Illinois
$249K -$34.6K -272 -12%
EA
2340
Eclectic Associates
California
$249K +$762 +6 +0.3%
QC
2341
Quent Capital
New York
$249K +$45.4K +357 +22%
CI
2342
Corient IA
Florida
$249K +$254K +2,000 New
RW
2343
Rockport Wealth
Ohio
$248K -$494K -3,892 -66%
TPWA
2344
Twin Peaks Wealth Advisors
California
$248K +$2.79K +22 +1%
KWM
2345
KFG Wealth Management
Indiana
$248K +$1.27K +10 +0.5%
RSEWM
2346
River's Edge Wealth Management
Pennsylvania
$248K -$8.51K -67 -4%
IWMO
2347
Integrated Wealth Management (Ohio)
Ohio
$248K -$98.2K -773 -28%
NWA
2348
Navis Wealth Advisors
New York
$247K -$29.7K -234 -11%
GWAM
2349
Guardian Wealth Advisors (Minnesota)
Minnesota
$247K +$254 +2 +0.1%
WW
2350
Winnow Wealth
Texas
$246K +$225K +1,769 +842%