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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
MSA
426
Marino Stram & Associates
Massachusetts
$13.7M +$4.45K +35 +0%
KPWS
427
Kestra Private Wealth Services
Texas
$13.6M +$1.09M +8,571 +8%
CGPCS
428
Capital Group Private Client Services
California
$13.6M +$277K +2,181 +2%
CWM
429
CCG Wealth Management
California
$13.5M +$2.76M +21,736 +25%
IWM
430
IHT Wealth Management
Illinois
$13.5M -$63.9K -503 -0.5%
DC
431
Davenport & Co
Virginia
$13.5M +$582K +4,583 +4%
CWM
432
Cranbrook Wealth Management
Michigan
$13.3M -$446K -3,513 -3%
BWCS
433
Beirne Wealth Consulting Services
Connecticut
$13.3M +$6.88M +54,187 +102%
WA
434
Waverly Advisors
Alabama
$13.3M -$31.8K -250 -0.2%
TWA
435
TCI Wealth Advisors
Arizona
$13.3M +$39K +307 +0.3%
FCP
436
Fidelis Capital Partners
Florida
$13.3M +$1.71M +13,459 +14%
IA
437
IFP Advisors
Florida
$13.3M +$367K +2,888 +3%
NC
438
NewSquare Capital
Pennsylvania
$13.3M -$280K -2,202 -2%
TGCMU
439
Titan Global Capital Management USA
New York
$13.2M +$1.4M +10,998 +12%
LA
440
LVW Advisors
New York
$13.1M -$1.46M -11,483 -10%
TWC
441
TD Waterhouse Canada
Ontario, Canada
$13.1M +$7.22M +56,816 +118%
PG
442
Proffitt & Goodson
Tennessee
$13.1M -$1.09M -8,596 -8%
MM
443
Meridian Management
Arkansas
$13M -$1.23M -9,672 -8%
CIM
444
CIM Investment Management
Pennsylvania
$13M -$65.2K -513 -0.5%
CAG
445
Crestwood Advisors Group
Massachusetts
$12.8M +$270K +2,122 +2%
TPCW
446
TD Private Client Wealth
New York
$12.8M -$1.77M -13,963 -12%
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$12.8M -$6.52M -51,294 -33%
PAM
448
Peninsula Asset Management
Florida
$12.7M -$340K -2,680 -3%
ISB
449
Iowa State Bank
Iowa
$12.6M -$7.26M -57,114 -36%
TCM
450
Towercrest Capital Management
Pennsylvania
$12.6M +$499K +3,926 +4%