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
AF
951
ASL Financial
California
$3.64M -$67.5K -531 -2%
VNT
952
Vanguard National Trust
Pennsylvania
$3.62M +$3.7M +29,118 New
S
953
SignatureFD
Georgia
$3.61M +$2.88M +22,701 +357%
PWA
954
Physician Wealth Advisors
Utah
$3.6M -$74.8K -589 -2%
SOADOR
955
State of Alaska Department of Revenue
Alaska
$3.59M -$1.54M -12,153 -30%
AMG
956
Asset Management Group
Connecticut
$3.59M +$12.6K +99 +0.3%
PFM
957
Phillips Financial Management
Indiana
$3.58M -$1.11M -8,776 -23%
TNBTD
958
Trustmark National Bank Trust Department
Mississippi
$3.57M -$183K -1,443 -5%
PIA
959
Perennial Investment Advisors
California
$3.54M -$446K -3,509 -11%
FAM
960
Forte Asset Management
New York
$3.54M -$153K -1,201 -4%
OIS
961
Okabena Investment Services
Minnesota
$3.54M +$247K +1,945 +7%
DF
962
Dunhill Financial
United Kingdom
$3.54M +$207K +1,629 +6%
WDL
963
Well Done LLC
Michigan
$3.54M +$196K +1,545 +6%
BFA
964
Beaumont Financial Advisors
Massachusetts
$3.53M -$373K -2,935 -9%
IAN
965
Integrated Advisors Network
Texas
$3.52M -$4.16M -32,726 -54%
AFC
966
AFT Forsyth & Company
Florida
$3.52M -$21.3K -168 -0.6%
VCM
967
Viewpoint Capital Management
Washington
$3.51M
YP
968
YANKCOM Partnership
South Dakota
$3.51M +$127K +996 +4%
BWG
969
Balanced Wealth Group
Ohio
$3.51M +$344K +2,709 +11%
CBT
970
CoreFirst Bank & Trust
Kansas
$3.49M -$71.7K -564 -2%
DC
971
Destiny Capital
Colorado
$3.48M +$70.5K +555 +2%
DFC
972
DBK Financial Counsel
Ohio
$3.48M -$15.6K -123 -0.4%
TPI
973
Trust Point Inc
Wisconsin
$3.47M +$3.12M +24,583 +730%
JCM
974
Jacobi Capital Management
Pennsylvania
$3.44M +$39.8K +313 +1%
BCG
975
Breakwater Capital Group
New Jersey
$3.44M +$131K +1,028 +4%