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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
BA
2451
Bridgewater Advisors
New York
$211K -$1.02K -8 -0.5%
NWM
2452
Navigate Wealth Management
Alabama
$211K +$198K +1,559 New
CA
2453
Commerce Advisors
Tennessee
$210K +$215K +1,691 New
DA
2454
Detalus Advisors
Missouri
$210K -$5.08K -40 -2%
OWM
2455
Opes Wealth Management
California
$209K
KJWM
2456
Kiley Juergens Wealth Management
Washington
$209K +$213K +1,680 New
TWM
2457
Topsail Wealth Management
North Carolina
$209K +$127 +1 +0.1%
GWP
2458
Gen-Wealth Partners
Michigan
$209K +$381 +3 +0.2%
BOPW
2459
Brandywine Oak Private Wealth
Pennsylvania
$208K -$54K -425 -20%
JWM
2460
Jacksonville Wealth Management
Florida
$208K
SWM
2461
Selective Wealth Management
Virginia
$208K -$7.5K -59 -4%
IWAO
2462
Independence Wealth Advisors (Ohio)
Ohio
$208K
AGP
2463
Aspire Growth Partners
Florida
$208K +$212K +1,672 New
AWP
2464
Ascent Wealth Partners
New York
$207K -$27.4K -216 -11%
SAW
2465
Signal Advisors Wealth
Michigan
$207K -$11.7K -92 -5%
WFC
2466
Western Financial Corp
California
$206K +$211K +1,660 New
WAM
2467
Wernau Asset Management
Massachusetts
$206K +$211K +1,659 New
ODA
2468
One Degree Advisors
California
$206K +$211K +1,664 New
MC
2469
Miramar Capital
Illinois
$205K +$210K +1,652 New
CFP
2470
Curran Financial Partners
South Carolina
$205K -$6.86K -54 -3%
APFP
2471
Action Point Financial Planning
Michigan
$205K +$210K +1,650 New
SFGP
2472
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$205K -$501K -3,945 -71%
BFF
2473
Byrne Financial Freedom
Massachusetts
$205K +$210K +1,650 New
SF
2474
Steffes Financial
Kansas
$205K -$71.5K -563 -25%
CW
2475
Code Waechter
Florida
$205K +$209K +1,646 New