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
SFSG
1451
Sound Financial Strategies Group
Mississippi
$1.22M +$182K +1,429 +17%
BFM
1452
Broadview Financial Management
Wisconsin
$1.22M +$1.78K +14 +0.1%
GI
1453
GS Investments
Minnesota
$1.21M +$11.4K +90 +0.9%
NPT
1454
Nixon Peabody Trust
Massachusetts
$1.21M -$1.44M -11,303 -54%
AOWM
1455
Alpha Omega Wealth Management
Virginia
$1.21M +$1.4K +11 +0.1%
QPWM
1456
Quadrant Private Wealth Management
Pennsylvania
$1.2M -$238K -1,877 -16%
SG
1457
StoneX Group
New York
$1.2M -$1.52M -11,933 -55%
CIR
1458
Clear Investment Research
Georgia
$1.2M -$58.2K -458 -5%
WMN
1459
Wealth Management Nebraska
Nebraska
$1.19M -$152K -1,195 -11%
EWP
1460
Equity Wealth Partners
Missouri
$1.19M -$20.7K -163 -2%
TTWM
1461
TCV Trust & Wealth Management
Virginia
$1.19M -$113K -890 -9%
BWA
1462
BlueChip Wealth Advisors
Georgia
$1.19M -$26K -205 -2%
CC
1463
Corsicana & Co
Texas
$1.18M -$77.5K -610 -5%
FWP
1464
Forefront Wealth Partners
Texas
$1.18M +$105K +826 +9%
NWMG
1465
National Wealth Management Group
Ohio
$1.18M +$39.5K +311 +3%
KLCM
1466
KG&L Capital Management
Louisiana
$1.18M -$162K -1,277 -12%
CCA
1467
Clearwater Capital Advisors
Illinois
$1.18M -$114K -896 -9%
AF
1468
Advisornet Financial
Minnesota
$1.18M +$96.7K +761 +9%
NAS
1469
NWF Advisory Services
California
$1.17M +$144K +1,137 +14%
FCFC
1470
First Commonwealth Financial Corp
Pennsylvania
$1.17M +$5.21K +41 +0.4%
AEPWM
1471
Atlantic Edge Private Wealth Management
Florida
$1.17M +$925K +7,285 +345%
Legacy Financial Group (Iowa)
1472
Legacy Financial Group (Iowa)
Iowa
$1.16M
BW
1473
BIP Wealth
Georgia
$1.16M -$39.4K -310 -3%
BEAM
1474
Baker Ellis Asset Management
Washington
$1.16M -$28.3K -223 -2%
MSRPS
1475
Maryland State Retirement & Pension System
Maryland
$1.16M +$14.4K +113 +1%