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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
BWM
1701
BigSur Wealth Management
Florida
$735K +$299K +2,350 +66%
LCM
1702
Lazari Capital Management
California
$734K +$508 +4 +0.1%
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
$731K +$96K +756 +15%
MWA
1704
Meridian Wealth Advisors
Texas
$731K +$508 +4 +0.1%
AWA
1705
Argos Wealth Advisors
California
$730K
HIP
1706
Harrell Investment Partners
Texas
$729K +$299K +2,357 +67%
NAG
1707
Northstar Advisory Group
New Jersey
$729K -$3.85M -30,324 -84%
MLL
1708
Moody Lynn & Lieberson
Massachusetts
$729K -$5.08K -40 -0.7%
FHC
1709
First Heartland Consultants
Missouri
$728K -$1.52K -12 -0.2%
MWA
1710
Motive Wealth Advisors
Michigan
$723K
TF
1711
Tandem Financial
Colorado
$722K +$738K +5,811 New
KA
1712
Kearns & Associates
California
$722K
DWM
1713
Daner Wealth Management
Georgia
$722K +$1.65K +13 +0.2%
AIFAIM
1714
American Institute for Advanced Investment Management
Arizona
$722K +$29.2K +230 +4%
CIM
1715
Cambria Investment Management
California
$721K -$223K -1,752 -23%
AAMA
1716
Advanced Asset Management Advisors
Ohio
$719K
GC
1717
GatePass Capital
Ohio
$717K +$94.5K +744 +15%
DSA
1718
Droms Strauss Advisors
Missouri
$715K +$254 +2 +0%
CWGL
1719
Cedrus Wealth Group LLC
Minnesota
$715K +$56.2K +442 +8%
CCM
1720
Crew Capital Management
Ohio
$712K
PFA
1721
Professional Financial Advisors
Nebraska
$711K -$30K -236 -4%
DFG
1722
Dupree Financial Group
Kentucky
$710K -$16.8K -132 -2%
AWM
1723
Adams Wealth Management
Utah
$710K -$254 -2 -0%
CI
1724
CacheTech Inc
Utah
$710K -$254 -2 -0%
JC
1725
JB Capital
Connecticut
$710K -$29.9K -235 -4%