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
FCI
1076
Financial Counselors Inc
Kansas
$2.69M -$3.94K -31 -0.1%
Q1WB
1077
Quest 10 Wealth Builders
Virginia
$2.69M +$16.9K +133 +0.6%
BFS
1078
BridgePort Financial Solutions
Iowa
$2.69M -$122K -962 -4%
TWM
1079
TopTier Wealth Management
Wisconsin
$2.68M +$287K +2,256 +12%
EWA
1080
Emergent Wealth Advisors
New York
$2.67M -$5.28M -41,544 -66%
UF
1081
Univest Financial
Pennsylvania
$2.67M -$11.4K -90 -0.4%
MSWM
1082
McGlone Suttner Wealth Management
Wisconsin
$2.66M -$225K -1,768 -8%
WA
1083
Wealth Alliance
New York
$2.65M -$377K -2,968 -12%
IVP
1084
Intrinsic Value Partners
Arizona
$2.65M +$138K +1,090 +5%
MOACM
1085
Mutual of America Capital Management
New York
$2.65M +$110K +868 +4%
AI
1086
Arvest Investments
Arkansas
$2.63M -$86K -677 -3%
ANC
1087
Ames National Corp
Iowa
$2.63M +$111K +870 +4%
HCA
1088
Harbour Capital Advisors
Virginia
$2.63M +$75.6K +595 +3%
TCM
1089
TruNorth Capital Management
Michigan
$2.62M -$27.6K -217 -1%
PB
1090
Pinnacle Bancorp
Nebraska
$2.6M -$11.7K -92 -0.4%
BB
1091
Busey Bank
Illinois
$2.6M -$277K -2,182 -9%
ACP
1092
Argyle Capital Partners
California
$2.59M -$93.6K -737 -3%
DIA
1093
Dana Investment Advisors
Wisconsin
$2.59M +$108K +849 +4%
EAM
1094
Evanson Asset Management
California
$2.58M -$16.8K -132 -0.6%
TFS
1095
Thoroughbred Financial Services
Tennessee
$2.58M -$34.6K -272 -1%
Chevy Chase Trust
1096
Chevy Chase Trust
Maryland
$2.57M -$19.8K -156 -0.7%
JIC
1097
Joel Isaacson & Co
New York
$2.56M +$141K +1,109 +6%
LS
1098
LCW Services
Virginia
$2.56M -$8.66M -68,171 -77%
CFS
1099
CRA Financial Services
New Jersey
$2.56M -$166K -1,307 -6%
NG
1100
Novem Group
New York
$2.56M -$10.2K -80 -0.4%