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
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
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
BDF
1051
Black Diamond Financial
Maryland
$2.81M -$1.48M -11,663 -34%
SFG
1052
Strive Financial Group
Indiana
$2.8M -$1.14K -9 -0%
GWM
1053
Greenwich Wealth Management
Connecticut
$2.8M -$99.1K -780 -3%
CWA
1054
CM Wealth Advisors
Ohio
$2.79M +$3.81K +30 +0.1%
QWP
1055
Quotient Wealth Partners
Texas
$2.79M -$214K -1,687 -7%
V
1056
VeraBank
Texas
$2.79M +$52.7K +415 +2%
MBTD
1057
Mechanics Bank - Trust Department
California
$2.79M +$359K +2,823 +14%
WWM
1058
Woodside Wealth Management
Massachusetts
$2.79M -$121K -951 -4%
FFS
1059
Fortress Financial Solutions
Arizona
$2.78M -$341K -2,682 -11%
VNA
1060
Valley National Advisers
Pennsylvania
$2.78M -$163K -1,281 -5%
RWM
1061
Rialto Wealth Management
New York
$2.78M
RW
1062
RVW Wealth
California
$2.78M +$127 +1 +0%
CSF
1063
Capital Squared Financial
Maryland
$2.76M +$127K +998 +5%
TSS
1064
Two Sigma Securities
New York
$2.76M +$960K +7,553 +52%
AWP
1065
Astra Wealth Partners
New Jersey
$2.75M +$150K +1,177 +6%
IWB
1066
Innovative Wealth Building
Maryland
$2.75M -$2.67K -21 -0.1%
CFA
1067
Cahill Financial Advisors
Minnesota
$2.75M -$32.6K -257 -1%
CAAM
1068
Cornerstone Advisors Asset Management
Pennsylvania
$2.74M -$135K -1,062 -5%
SC
1069
Syon Capital
California
$2.73M -$109K -860 -4%
EPM
1070
Elm Partners Management
Pennsylvania
$2.72M +$187K +1,469 +7%
WMP
1071
Wealth Management Partners
Arizona
$2.71M -$19.9K -157 -0.7%
CANC
1072
Culbertson A N & Co
Virginia
$2.71M -$3.18K -25 -0.1%
FOR
1073
Family Office Research
Maryland
$2.7M +$110K +868 +4%
DAS
1074
Dynamic Advisor Solutions
Arizona
$2.7M -$713K -5,609 -21%
PA
1075
PFG Advisors
Arizona
$2.69M -$122K -961 -4%