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
EWA
1426
EverSource Wealth Advisors
Alabama
$1.28M -$224K -1,761 -15%
SI
1427
Saxon Interests
Texas
$1.27M -$151K -1,192 -10%
CIA
1428
Compass Ion Advisors
Pennsylvania
$1.27M -$3.05K -24 -0.2%
LSA
1429
Lansing Street Advisors
Pennsylvania
$1.27M +$2.03K +16 +0.2%
CST
1430
Charles Schwab Trust
Nevada
$1.26M -$182K -1,436 -12%
PAG
1431
Paladin Advisory Group
Iowa
$1.26M -$104K -822 -7%
AWM
1432
Aprio Wealth Management
Georgia
$1.26M +$746K +5,872 +137%
MWAM
1433
Manhattan West Asset Management
California
$1.26M -$3.18K -25 -0.2%
AOWM
1434
Asset One Wealth Management
Washington
$1.26M +$909K +7,157 +331%
SIS
1435
Sound Income Strategies
Florida
$1.26M +$74.2K +584 +6%
LSWP
1436
Liberty Square Wealth Partners
Pennsylvania
$1.26M -$3.56K -28 -0.3%
SC
1437
Solstein Capital
California
$1.25M
AFP
1438
Ausdal Financial Partners
Iowa
$1.25M +$126K +993 +11%
SI
1439
Severin Investments
Missouri
$1.25M +$19.8K +156 +2%
EIA
1440
Emerald Investment Advisers
Pennsylvania
$1.25M +$1.27M +10,017 New
KOMWMG
1441
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.24M -$328K -2,580 -20%
MA
1442
MONECO Advisors
Connecticut
$1.24M -$86.3K -679 -6%
PCM
1443
Prelude Capital Management
New York
$1.24M -$635K -5,000 -33%
HSWS
1444
Higgins & Schmidt Wealth Strategies
Colorado
$1.24M -$101K -794 -7%
RWM
1445
Riverchase Wealth Management
Texas
$1.24M
IFA
1446
Index Fund Advisors
California
$1.24M +$1.78K +14 +0.1%
WDG
1447
Wealth Dimensions Group
Ohio
$1.24M -$20.3K -160 -2%
GKWIM
1448
Gerber Kawasaki Wealth & Investment Management
California
$1.23M +$240K +1,889 +23%
SG
1449
Sherry Group
Arkansas
$1.23M +$127 +1 +0%
SFG
1450
Sovereign Financial Group
Connecticut
$1.22M -$171K -1,344 -12%