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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
CPCM
2351
Cardinal Point Capital Management
Ontario, Canada
$245K +$127 +1 +0.1%
CT
2352
Clearstead Trust
Maine
$245K -$19.7K -155 -7%
BP
2353
BBR Partners
New York
$244K
RWM
2354
Revisor Wealth Management
Ohio
$243K
OPF
2355
Old Peak Finance
North Carolina
$243K
CBTWT
2356
Community Bank & Trust (Waco, Texas)
Texas
$242K
BBFA
2357
Brindle & Bay Financial Advisors
Texas
$242K -$7.88K -62 -3%
CCG
2358
Catalina Capital Group
California
$242K +$381 +3 +0.2%
HP
2359
Hilltop Partners
Indiana
$241K +$25.3K +199 +11%
PWP
2360
Prasad Wealth Partners
Ohio
$241K +$16.1K +127 +7%
DLCIG
2361
D.L. Carlson Investment Group
New Hampshire
$241K +$4.57K +36 +2%
TCOTS
2362
Trust Company of the South
North Carolina
$240K -$6.22K -49 -2%
CAM
2363
Carret Asset Management
New York
$240K +$3.3K +26 +1%
VCM
2364
Versant Capital Management
Arizona
$240K
FWP
2365
Falcon Wealth Planning
California
$240K -$1.78K -14 -0.7%
BWP
2366
Bernardo Wealth Planning
Pennsylvania
$240K
PP
2367
PDS Planning
Ohio
$239K +$2.29K +18 +0.9%
ZIG
2368
Zullo Investment Group
Pennsylvania
$239K -$3.05K -24 -1%
LFA
2369
Legacy Financial Advisors
Kentucky
$239K -$46.6K -367 -16%
WW
2370
Waterfront Wealth
Kansas
$239K -$1.91K -15 -0.8%
VWA
2371
Valued Wealth Advisors
Utah
$239K
DBFM
2372
Dickmeyer Boyce Financial Management
Indiana
$238K +$243K +1,915 New
AWM
2373
Alterna Wealth Management
Texas
$237K +$243K +1,909 New
VPA
2374
Vernal Point Advisors
California
$237K -$147K -1,160 -38%
SPW
2375
Signet Private Wealth
Illinois
$237K +$242K +1,903 New