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
IRP
1901
Investment Research Partners
Pennsylvania
$538K -$127 -1 -0%
E
1902
Evansbrook
Illinois
$535K +$22.9K +180 +4%
FA
1903
FC Advisory
Pennsylvania
$534K -$11.9K -94 -2%
PI
1904
Parkside Investments
Illinois
$534K
NB
1905
Northwest Bancshares
Pennsylvania
$533K +$317K +2,493 +139%
DWP
1906
Daymark Wealth Partners
Ohio
$532K +$1.65K +13 +0.3%
BPC
1907
Banque Pictet & Cie
Switzerland
$528K
ACA
1908
Atlas Capital Advisors
Wyoming
$527K -$113K -886 -17%
AFO
1909
Allie Family Office
Florida
$526K
BWP
1910
BSW Wealth Partners
Colorado
$526K -$35.8K -282 -6%
LRIA
1911
Leonard Rickey Investment Advisors
Washington
$523K +$2.03K +16 +0.4%
BFC
1912
Bedel Financial Consulting
Indiana
$523K +$84.2K +663 +19%
SIM
1913
Studio Investment Management
Illinois
$520K -$39K -307 -7%
BCM
1914
BTC Capital Management
Iowa
$520K +$105K +829 +25%
LCM
1915
Leisure Capital Management
California
$519K -$13.7K -108 -3%
TPF
1916
Tribridge Partners Financial
Maryland
$519K -$3.81K -30 -0.7%
SBWIC
1917
Schaper Benz & Wise Investment Counsel
Wisconsin
$518K +$5.84K +46 +1%
KA
1918
Kooman & Associates
Pennsylvania
$518K +$2.92K +23 +0.6%
KFAS
1919
Keating Financial Advisory Services
Kansas
$518K -$153K -1,202 -22%
EWM
1920
EPG Wealth Management
Georgia
$517K -$10.4K -82 -2%
MWA
1921
Medallion Wealth Advisors
Connecticut
$516K -$6.1K -48 -1%
FPL
1922
Fortress Private Ledger
North Carolina
$516K +$45.2K +356 +9%
SA
1923
Sovran Advisors
California
$514K +$30.1K +237 +7%
HWA
1924
HighRoad Wealth Advisors
Oregon
$511K -$2.03K -16 -0.4%
BCA
1925
Ballentine Capital Advisors
South Carolina
$510K