IJR icon

iShares Core S&P Small-Cap ETF

2,692 hedge funds and large institutions have $68B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,076 increasing their positions, 1,124 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.21% less ownership

Funds ownership: 73.91%73.69% (-0.21%)

1% less funds holding

Funds holding: 2,7062,692 (-14)

4% less repeat investments, than reductions

Existing positions increased: 1,076 | Existing positions reduced: 1,124

Holders
2,692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
328
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$23.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
2501
Global Wealth Strategies & Associates
Colorado
$115K
EPIME
2502
Evelyn Partners Investment Management (Europe)
$112K
LC
2503
Lavaca Capital
Texas
$112K
PF
2504
PlanVest Financial
Maryland
$111K
JWM
2505
JPL Wealth Management
Colorado
$111K
PFG
2506
Premier Financial Group
California
$106K
VR
2507
Vision Retirement
New Jersey
$106K
GWM
2508
Gilpin Wealth Management
Colorado
$105K
LI
2509
LRI Investments
Florida
$104K
MCM
2510
Manchester Capital Management
Vermont
$103K
RFA
2511
Reyes Financial Architecture
California
$103K
SHIM
2512
Stone House Investment Management
Pennsylvania
$103K
MNA
2513
Manning & Napier Advisors
New York
$102K
RRA
2514
Red Reef Advisors
Florida
$102K
SFCL
2515
Strengthening Families & Communities LLC
Massachusetts
$102K
DPW
2516
DiNuzzo Private Wealth
Pennsylvania
$97K
SG
2517
Sankala Group
Colorado
$95.4K
HHGA
2518
Halbert Hargrove Global Advisors
California
$95K
PIS
2519
POM Investment Strategies
North Carolina
$94.8K
JFG
2520
JDM Financial Group
Texas
$93.9K
BCV
2521
Banque Cantonale Vaudoise
Switzerland
$92K
AWM
2522
Activest Wealth Management
Florida
$91.7K
RL
2523
Rogco LP
Oklahoma
$90.2K
BW
2524
Bravera Wealth
North Dakota
$90.1K
KFP
2525
Kerr Financial Planning
California
$88.9K