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
NDSI
1001
Newman Dignan & Sheerar Inc
Rhode Island
$3.22M +$351K +2,760 +12%
MCCA
1002
Mill Creek Capital Advisors
Pennsylvania
$3.21M -$38.4K -302 -1%
AWM
1003
Atticus Wealth Management
Florida
$3.2M -$126K -995 -4%
SKK
1004
Shepherd Kaplan Krochuk
Massachusetts
$3.14M -$102K -802 -3%
DT
1005
Diversified Trust
Tennessee
$3.14M -$527K -4,147 -14%
FFP
1006
FourThought Financial Partners
Florida
$3.13M +$356K +2,804 +13%
TA
1007
TPG Advisors
Illinois
$3.13M -$82.8K -652 -3%
SWA
1008
SOA Wealth Advisors
New York
$3.12M -$158K -1,241 -5%
CFO
1009
CVA Family Office
Colorado
$3.12M +$132K +1,036 +4%
WIM
1010
Westside Investment Management
California
$3.12M +$85.6K +674 +3%
TNA
1011
True North Advisors
Texas
$3.12M +$1.95M +15,311 +157%
KFGK
1012
Keystone Financial Group (Kentucky)
Kentucky
$3.11M +$40.5K +319 +1%
EFS
1013
Essex Financial Services
Connecticut
$3.1M -$105K -826 -3%
PWS
1014
Precision Wealth Strategies
Missouri
$3.1M -$544K -4,281 -15%
SRC
1015
Shufro Rose & Co
New York
$3.09M +$78.8K +620 +3%
PCM
1016
Pennsylvania Capital Management
Pennsylvania
$3.08M -$11.3K -89 -0.4%
JBW
1017
Journey Beyond Wealth
Georgia
$3.07M -$653K -5,139 -17%
EPP
1018
ETF Portfolio Partners
Kansas
$3.06M -$168K -1,324 -5%
GCA
1019
Greenwood Capital Associates
South Carolina
$3.06M -$49.8K -392 -2%
USB
1020
Union Savings Bank
Connecticut
$3.05M +$98.2K +773 +3%
HCM
1021
Hicks Capital Management
Ohio
$3.05M -$13.3K -105 -0.4%
W
1022
Wealthquest
Ohio
$3.04M -$168K -1,320 -5%
BFG
1023
Birch Financial Group
New Hampshire
$3.04M +$213K +1,675 +7%
PIAS
1024
PCA Investment Advisory Services
Ohio
$3.04M -$487K -3,837 -14%
ACM
1025
Armbruster Capital Management
New York
$3.01M +$234K +1,840 +8%