We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,732 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 164 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

58% more first-time investments, than exits

New positions opened: 164 | 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: 2,7202,732 (+12)

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
2,732
Holders Change
+12
Holders Change %
+0.44%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
164
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
TA
2776
TFB Advisors
Kansas
-$417K -3,473 Closed
BCM
2777
Bluefin Capital Management
New York
-$413K -3,433 Closed
WP
2778
WealthPLAN Partners
Nebraska
-$354K -2,946 Closed
SCM
2779
Stonehearth Capital Management
Massachusetts
-$325K -2,701 Closed
SEM
2780
Strategic Equity Management
Arizona
-$324K -2,700 Closed
SP
2781
Sherman Porfolios
Idaho
-$301K -2,503 Closed
TI
2782
tru Independence
Oregon
-$300K -2,494 Closed
OFS
2783
Orrstown Financial Services
Pennsylvania
-$297K -2,475 Closed
AAM
2784
Augustine Asset Management
Florida
-$288K -2,397 Closed
TI
2785
Trexquant Investment
Connecticut
-$288K -2,395 Closed
EP
2786
Edgestream Partners
New Jersey
-$281K -2,334 Closed
SIAG
2787
Safeguard Investment Advisory Group
California
-$275K -2,287 Closed
BCM
2788
Bayesian Capital Management
New York
-$274K -2,277 Closed
HWMO
2789
Heritage Wealth Management (Ohio)
Ohio
-$272K -2,262 Closed
CCA
2790
Cypress Capital Advisors
Tennessee
-$261K -2,171 Closed
RA
2791
Ruggaard & Associates
Ohio
-$260K -2,162 Closed
OHIS
2792
Oak Harvest Investment Services
Texas
-$253K -2,107 Closed
NFC
2793
Northstar Financial Companies
Pennsylvania
-$249K -2,069 Closed
FA
2794
FSA Advisors
Michigan
-$244K -2,030 Closed
RIP
2795
Reliant Investment Partners
North Carolina
-$244K -2,030 Closed
CCM
2796
CFO Capital Management
Connecticut
-$233K -1,939 Closed
FC
2797
FCA Corp
Texas
-$229K -1,909 Closed
WFA
2798
Wells Financial Advisors
Massachusetts
-$228K -1,898 Closed
LIA
2799
LS Investment Advisors
Michigan
-$224K -1,864 Closed
OC
2800
Opal Capital
Florida
-$244K -1,852 Closed