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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
CWM
926
Coral Wealth Management
Florida
$3.82M +$3.9M +30,696 New
BFG
927
Baron Financial Group
New Jersey
$3.81M -$124K -974 -3%
EWM
928
Endowment Wealth Management
Wisconsin
$3.81M +$83.2K +655 +2%
HLCM
929
Hi-Line Capital Management
South Dakota
$3.8M +$423K +3,333 +12%
First Manhattan
930
First Manhattan
New York
$3.79M -$298K -2,345 -7%
MWM
931
M3 Wealth Management
Ohio
$3.79M +$476K +3,750 +14%
FA
932
Fountainhead AM
New Jersey
$3.79M +$739K +5,820 +24%
EFM
933
Eley Financial Management
Vermont
$3.79M +$55.9K +440 +1%
FWTB
934
First Western Trust Bank
Colorado
$3.78M +$15.2K +120 +0.4%
PCA
935
Providence Capital Advisors
North Carolina
$3.77M +$564K +4,436 +17%
KCAM
936
Kagan Cocozza Asset Management
New Jersey
$3.77M +$86.1K +678 +2%
VWA
937
Visionary Wealth Advisors
Illinois
$3.76M +$199K +1,565 +5%
CF
938
Centaurus Financial
California
$3.76M +$61.5K +484 +2%
BPWM
939
Badgley Phelps Wealth Managers
Washington
$3.76M -$36.5K -287 -0.9%
MFG
940
Midwest Financial Group
Kansas
$3.75M -$52.5K -413 -1%
KWA
941
Kingswood Wealth Advisors
California
$3.75M -$508 -4 -0%
DWA
942
Delta Wealth Advisors
Indiana
$3.74M -$195K -1,537 -5%
GVAG
943
Great Valley Advisor Group
Delaware
$3.74M -$144K -1,137 -4%
SC
944
Sepio Capital
Utah
$3.73M +$774K +6,091 +25%
WCM
945
Windsor Capital Management
Arizona
$3.72M -$356K -2,801 -9%
VC
946
Vestor Capital
Illinois
$3.72M +$3.7M +29,116 +3,709%
BVP
947
Bristlecone Value Partners
California
$3.69M +$93.5K +736 +3%
1CP
948
1015 Capital Partners
Pennsylvania
$3.68M -$9.78K -77 -0.3%
FWP
949
FAS Wealth Partners
Kansas
$3.65M -$92.1K -725 -2%
FHB
950
First Hawaiian Bank
Hawaii
$3.65M -$333K -2,624 -8%