We are live on ! Find out more
IJR icon

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
IAA
676
Ironsides Asset Advisors
North Carolina
$6.75M +$5.72K +45 +0.1%
PFG
677
Pacific Financial Group
Washington
$6.75M -$329K -2,592 -5%
EW
678
Enzi Wealth
Texas
$6.74M -$581K -4,576 -8%
MWA
679
Muirfield Wealth Advisors
North Carolina
$6.69M -$40.3K -317 -0.6%
CAG
680
Csenge Advisory Group
Florida
$6.68M -$347K -2,735 -5%
PWM
681
Palumbo Wealth Management
New York
$6.64M -$255K -2,004 -4%
SS
682
Sound Stewardship
Kansas
$6.63M -$261K -2,057 -4%
B
683
Birchbrook
Maine
$6.62M +$2.32M +18,272 +52%
KWM
684
Kingsview Wealth Management
Oregon
$6.61M +$710K +5,590 +12%
CIAS
685
CFS Investment Advisory Services
New Jersey
$6.61M -$1.36M -10,687 -18%
EFA
686
Evernest Financial Advisors
Indiana
$6.59M -$2.02M -15,869 -25%
NWA
687
New World Advisors
Massachusetts
$6.58M -$1.39M -10,949 -17%
SFP
688
Strategic Financial Partners
Oregon
$6.54M -$2.12M -16,677 -24%
SCA
689
Snowden Capital Advisors
New York
$6.52M +$188K +1,477 +3%
CAC
690
Certified Advisory Corp
Florida
$6.52M -$165K -1,302 -2%
FFA
691
First Foundation Advisors
California
$6.47M +$5.6M +44,072 +552%
SFS
692
Sowell Financial Services
Arkansas
$6.44M +$146K +1,152 +2%
CBB
693
Citizens Business Bank
California
$6.43M -$465K -3,660 -7%
GSC
694
G&S Capital
Colorado
$6.42M +$196K +1,542 +3%
BFO
695
Boston Family Office
Massachusetts
$6.4M -$582K -4,584 -8%
SW
696
SVB Wealth
Massachusetts
$6.38M -$380K -2,989 -6%
Empower Advisory Group
697
Empower Advisory Group
Colorado
$6.38M +$592K +4,657 +10%
AWMG
698
Alliance Wealth Management Group
New Jersey
$6.31M +$277K +2,177 +4%
CHC
699
City Holding Co
West Virginia
$6.3M -$74.1K -583 -1%
AIP
700
Ameritas Investment Partners
Nebraska
$6.29M +$928K +7,307 +17%