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iShares Core S&P Small-Cap ETF

2,732 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 164 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

58% more first-time investments, than exits

New positions opened: 164 | 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: 2,7202,732 (+12)

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
2,732
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
164
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
PAS
326
PKS Advisory Services
New York
$19.9M -$94.1K -741 -0.5%
WAM
327
Wallington Asset Management
Indiana
$19.6M -$15.5M -122,167 -44%
CSP
328
Cary Street Partners
Virginia
$19.5M +$467K +3,675 +2%
VFG
329
Victory Financial Group
Texas
$19.4M +$188K +1,483 +1%
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$19.4M -$199K -1,569 -1%
BFPW
331
BOK Financial Private Wealth
Colorado
$19.2M -$273K -2,149 -1%
MIA
332
MainStreet Investment Advisors
Illinois
$19.1M -$592K -4,660 -3%
PWMAG
333
Pinnacle Wealth Management Advisory Group
New Jersey
$19.1M -$3.08M -24,259 -14%
YCM
334
Yousif Capital Management
Michigan
$19M -$4.46M -35,074 -19%
FWA
335
FSM Wealth Advisors
Ohio
$19M -$1.23M -9,716 -6%
CWMK
336
Caliber Wealth Management (Kansas)
Kansas
$18.8M -$229K -1,801 -1%
MAM
337
Mullooly Asset Management
New Jersey
$18.8M -$438K -3,450 -2%
SBH
338
Segall Bryant & Hamill
Illinois
$18.8M -$574K -4,519 -3%
HI
339
Human Investing
Oregon
$18.8M -$2.18M -17,154 -10%
LS
340
Liquid Strategies
Georgia
$18.6M +$1.95M +15,369 +11%
AGA
341
Arkos Global Advisors
Texas
$18.5M +$1.04M +8,185 +6%
GA
342
GFS Advisors
Texas
$18.5M -$307K -2,416 -2%
EWA
343
Encompass Wealth Advisors
Oregon
$18.4M -$26.4K -208 -0.1%
BAM
344
Belpointe Asset Management
Nevada
$18.1M +$3.33M +26,207 +22%
CFA
345
CWS Financial Advisors
Michigan
$18.1M -$3.11M -24,510 -14%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$18.1M -$5.61M -44,179 -23%
MMA
347
Miracle Mile Advisors
California
$18.1M +$10.6M +83,597 +136%
TAM
348
Titleist Asset Management
Texas
$18M +$882K +6,946 +5%
LWANC
349
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8M +$399K +3,143 +3%
JA
350
JVL Associates
Michigan
$17.7M +$134K +1,055 +0.7%