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
KA
876
Kovack Advisors
Florida
$4.2M +$1.82M +14,290 +73%
NL
877
NEPC LLC
Massachusetts
$4.2M +$5.08K +40 +0.1%
JRPCML
878
J. R. Prunier Capital Management LLC
Massachusetts
$4.2M -$4.57K -36 -0.1%
AWM
879
Aureum Wealth Management
Florida
$4.2M +$622K +4,899 +17%
SL
880
Sentinus LLC
Illinois
$4.19M +$503K +3,963 +13%
FIA
881
Foundations Investment Advisors
Arizona
$4.17M -$1.24M -9,748 -23%
SMA
882
Sage Mountain Advisors
Georgia
$4.16M -$4.96K -39 -0.1%
BRWA
883
B. Riley Wealth Advisors
Florida
$4.16M -$350K -2,756 -7%
GGS
884
Galvin Gaustad & Stein
Arizona
$4.15M -$10.6M -83,582 -71%
UAG
885
United Advisor Group
Ohio
$4.14M +$465K +3,661 +12%
HWA
886
Heartwood Wealth Advisors
Virginia
$4.12M +$651K +5,128 +18%
UBG
887
United Bank (Georgia)
Georgia
$4.12M -$3.43K -27 -0.1%
CP
888
Canopy Partners
Ohio
$4.12M -$68K -535 -2%
EW
889
Elyxium Wealth
California
$4.12M -$458K -3,605 -10%
WA
890
WBH Advisory
Maryland
$4.11M -$237K -1,864 -5%
MAFA
891
MJT & Associates Financial Advisory
Minnesota
$4.11M -$347K -2,735 -8%
SWP
892
Summit Wealth Partners
Florida
$4.11M +$742K +5,842 +21%
FFN
893
Focus Financial Network
Minnesota
$4.1M -$273K -2,148 -6%
LSIA
894
LaSalle St. Investment Advisors
Illinois
$4.1M -$195K -1,532 -4%
OC
895
Optima Capital
Oregon
$4.07M +$652K +5,136 +19%
BCA
896
Bay Capital Advisors
Virginia
$4.07M -$85.1K -670 -2%
FF
897
Fluent Financial
Texas
$4.06M +$16.9K +133 +0.4%
SSW
898
Stone Summit Wealth
Florida
$4.05M -$59.5K -468 -1%
GFL
899
Granite FO LLC
New Hampshire
$4.05M +$116K +915 +3%
TAP
900
TSG Advice Partners
Ohio
$4.04M -$111K -875 -3%