IJR icon

iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $68.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,082 increasing their positions, 1,133 reducing their positions, and 105 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: $ → $

0.11% more ownership

Funds ownership: 74.34%74.44% (+0.11%)

0% less funds holding

Funds holding: 2,7122,709 (-3)

5% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,133

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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
KLI
251
Kelman-Lazarov Inc
Tennessee
$26.4M
CC
252
Courier Capital
New York
$26.3M
CPRC
253
Consolidated Portfolio Review Corp
New York
$26.3M
BHIA
254
Birch Hill Investment Advisors
Massachusetts
$26.2M
NQWM
255
Northwest Quadrant Wealth Management
Oregon
$25.9M
PAI
256
Pittenger & Anderson Inc
Nebraska
$25.8M
HSBC Holdings
257
HSBC Holdings
United Kingdom
$25.6M
AWA
258
Arkadios Wealth Advisors
Georgia
$25.6M
KWMG
259
King Wealth Management Group
Florida
$25.6M
PWM
260
Parkway Wealth Management
Texas
$25.6M
FA
261
Fiduciary Alliance
South Carolina
$25.6M
CIC
262
Cutler Investment Counsel
Oregon
$25.5M
TCA
263
Trifecta Capital Advisors
Illinois
$25.5M
MT
264
Midwest Trust
Kansas
$25M
CVSC
265
C.V. Starr & Co
New York
$24.9M
FMN
266
Financial Management Network
California
$24.7M
HTIM
267
Harbour Trust & Investment Management
Indiana
$24.6M
CPA
268
Capital Performance Advisors
California
$24.3M
Legal & General Group
269
Legal & General Group
United Kingdom
$24.2M
RFP
270
Roth Financial Partners
Texas
$24.1M
DADC
271
D.A. Davidson & Co
Montana
$24M
FWM
272
FFT Wealth Management
Pennsylvania
$23.9M
LFS
273
Lutz Financial Services
Nebraska
$23.8M
UBS AM
274
UBS AM
Illinois
$23.8M
SB
275
Simmons Bank
Arkansas
$23.6M