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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
SFG
2426
Shum Financial Group
California
$221K +$6.61K +52 +3%
SEP
2427
Signature Equity Partners
Ohio
$221K +$5.34K +42 +2%
AC
2428
Avestar Capital
New York
$220K
RCI
2429
RS Crum Inc
California
$220K +$381 +3 +0.2%
HDIM
2430
Hanson & Doremus Investment Management
Vermont
$220K -$68.6K -540 -23%
PP
2431
Patron Partners
Texas
$220K -$35.4K -279 -14%
LF
2432
LifePlan Financial
Minnesota
$220K -$13.6K -107 -6%
AFA
2433
Avant Financial Advisors
Texas
$219K +$9.15K +72 +4%
WMA
2434
Wealth Management Associates
New Jersey
$218K
AIS
2435
AM Investment Strategies
Tennessee
$218K
SFG
2436
Synergy Financial Group
California
$217K +$222K +1,749 New
PWP
2437
Perfromance Wealth Partners
Illinois
$217K +$10.4K +82 +5%
BWM
2438
BCO Wealth Management
New Mexico
$217K +$222K +1,744 New
HNW
2439
High Note Wealth
Minnesota
$216K +$5.08K +40 +2%
SP
2440
Stonebrook Private
Michigan
$216K +$254 +2 +0.1%
SO
2441
Sierra Ocean
California
$215K -$13.7K -108 -6%
TF
2442
TME Financial
California
$215K -$127 -1 -0.1%
IWM
2443
Integris Wealth Management
California
$214K
NWAG
2444
Net Worth Advisory Group
Utah
$213K -$2.29K -18 -1%
MP
2445
McDonald Partners
Ohio
$212K
WWM
2446
Whalen Wealth Management
Nevada
$212K -$10.8K -85 -5%
DW30
2447
Drucker Wealth 3.0
New Jersey
$212K +$254 +2 +0.1%
DWM
2448
Dopkins Wealth Management
New York
$212K -$125K -987 -37%
RIP
2449
RAM Investment Partners
Washington
$212K
SF
2450
Strategent Financial
Virginia
$212K