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
EMAM
2726
Encompass More Asset Management
California
KWM
2727
KW Wealth Management
California
DKCM
2728
Davidson Kahn Capital Management
California
FWM
2729
FMB Wealth Management
California
SFFS
2730
Stonehage Fleming Financial Services
Jersey
BWM
2731
BAM Wealth Management
Colorado
DFA
2732
Davies Financial Advisors
California
CPA
2733
Clear Point Advisors
New York
OCM
2734
Orleans Capital Management
Louisiana
XT
2735
XTX Topco
Cayman Islands
CAP
2736
Columbia Advisory Partners
Washington
TA
2737
TFB Advisors
Kansas
BCM
2738
Bluefin Capital Management
New York
WP
2739
WealthPLAN Partners
Nebraska
SCM
2740
Stonehearth Capital Management
Massachusetts
SEM
2741
Strategic Equity Management
Arizona
SP
2742
Sherman Porfolios
Idaho
TI
2743
tru Independence
Oregon
OFS
2744
Orrstown Financial Services
Pennsylvania
AAM
2745
Augustine Asset Management
Florida
TI
2746
Trexquant Investment
Connecticut
EP
2747
Edgestream Partners
New Jersey
SIAG
2748
Safeguard Investment Advisory Group
California
BCM
2749
Bayesian Capital Management
New York
HWMO
2750
Heritage Wealth Management (Ohio)
Ohio