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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
AWA
2476
Archvest Wealth Advisors
California
$204K +$209K +1,643 New
VWA
2477
VERITY Wealth Advisors
United States
$204K +$208K +1,640 New
AA
2478
Advisory Advocates
Michigan
$204K +$208K +1,639 New
MWM
2479
Manske Wealth Management
Texas
$203K +$208K +1,637 New
T
2480
Tidemark
California
$203K +$174K +1,370 +527%
TWM
2481
Triton Wealth Management
Arizona
$202K -$1.91K -15 -0.9%
GWA
2482
Gutierrez Wealth Advisory
Arkansas
$202K +$207K +1,627 New
CVM
2483
Cheviot Value Management
California
$202K
BDPWM
2484
Barnes Dennig Private Wealth Management
Ohio
$202K +$98.1K +772 +91%
JIR
2485
James Investment Research
Ohio
$201K +$206K +1,620 New
BIA
2486
Beacon Investment Advisors
Maryland
$201K +$206K +1,619 New
BAM
2487
Beaumont Asset Management
Texas
$201K +$205K +1,617 New
MWA
2488
Monograph Wealth Advisors
California
$201K -$54.6K -430 -21%
JDLA
2489
J. Derek Lewis & Associates
California
$201K +$205K +1,615 New
HC
2490
Hamilton Capital
Ohio
$201K +$205K +1,615 New
AR
2491
Apeiron RIA
Texas
$201K -$5.21K -41 -2%
MAG
2492
MRA Advisory Group
New Jersey
$201K +$205K +1,613 New
SIC
2493
SJS Investment Consulting
Ohio
$200K
FG
2494
Fairman Group
Pennsylvania
$198K +$381 +3 +0.2%
BW
2495
Basepoint Wealth
Iowa
$197K +$381 +3 +0.2%
Kayne Anderson Rudnick Investment Management
2496
Kayne Anderson Rudnick Investment Management
California
$197K -$3.51M -27,634 -95%
AF
2497
Align Financial
Minnesota
$194K -$23.7M -186,398 -99%
JGIA
2498
Jackson Grant Investment Advisers
Connecticut
$194K +$2.54K +20 +1%
EP
2499
Essential Partners
California
$186K +$9.91K +78 +6%
RTL
2500
Red Tortoise LLC
Georgia
$183K -$5.08K -40 -3%