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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
BCMLT
2401
Beacon Capital Management LLC (Tennessee)
Tennessee
$231K -$23.6K -186 -9%
ITC
2402
Inspire Trust Company
Nevada
$231K +$236K +1,855 New
BI
2403
Breachway Investments
Rhode Island
$230K +$889 +7 +0.4%
RWS
2404
Resolute Wealth Strategies
Mississippi
$230K +$235K +1,852 New
FF
2405
Foundry Financial
California
$230K +$235K +1,850 New
SP
2406
Stablepoint Partners
Massachusetts
$230K -$10.5K -83 -4%
AWM
2407
Arista Wealth Management
Nevada
$230K
IP
2408
Investment Partners
Ohio
$229K -$8.51K -67 -4%
HCM
2409
Hengehold Capital Management
Ohio
$229K +$234K +1,844 New
4WM
2410
49 Wealth Management
Texas
$229K +$16.1K +127 +7%
OAG
2411
Oakmont Advisory Group
New Mexico
$229K -$1.4K -11 -0.6%
PTP
2412
Platform Technology Partners
New York
$229K +$13.5K +106 +6%
IWA
2413
Independent Wealth Advisors
North Carolina
$228K +$233K +1,838 New
PSB
2414
Piscataqua Savings Bank
New Hampshire
$228K
JC
2415
Jacobs & Co
California
$228K
FFC
2416
First Financial Corp
Indiana
$228K +$2.03K +16 +0.9%
JSA
2417
Jim Saulnier & Associates
Colorado
$227K +$254 +2 +0.1%
KFA
2418
Kapstone Financial Advisors
Ohio
$227K -$10K -79 -4%
IIL
2419
Insight Inv LLC
California
$226K -$129K -1,012 -36%
SFP
2420
Strategic Financial Planning
Texas
$225K -$225K -1,769 -35%
IWA
2421
Inspirion Wealth Advisors
Illinois
$225K
MFS
2422
Madrona Financial Services
Washington
$224K
JLBC
2423
J.L. Bainbridge & Co
Florida
$223K +$7.75K +61 +4%
PCM
2424
Princeton Capital Management
New Jersey
$223K +$1.02K +8 +0.4%
PWM
2425
Partners Wealth Management
California
$223K -$6.86K -54 -3%