IJR icon

iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $68.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,082 increasing their positions, 1,133 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.11% more ownership

Funds ownership: 74.34%74.44% (+0.11%)

0% less funds holding

Funds holding: 2,7122,709 (-3)

5% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,133

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$23.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
2026
Downshift Financial
Colorado
$408K
MCM
2027
Mitchell Capital Management
Kansas
$407K
BMWS
2028
Brady Martz Wealth Solutions
North Dakota
$407K
TF
2029
Tenzing Financial
Virginia
$404K
EFN
2030
Equita Financial Network
Pennsylvania
$404K
TC
2031
Truvestments Capital
Florida
$403K
DI
2032
DAGCO Inc
Ohio
$403K
PIFP
2033
Partners in Financial Planning
Virginia
$400K
SWP
2034
SIMA Wealth Partners
Virginia
$398K
SIM
2035
Synergy Investment Management
Florida
$397K
KWM
2036
Kaydan Wealth Management
Michigan
$395K
WCM
2037
Weaver Capital Management
Georgia
$394K
AWA
2038
Arbor Wealth Advisors
Michigan
$393K
CWM
2039
Castle Wealth Management
Florida
$393K
NEPWA
2040
New England Private Wealth Advisors
Massachusetts
$393K
HAP
2041
Harbor Asset Planning
Massachusetts
$393K
EPW
2042
Endeavor Private Wealth
Kansas
$392K
CC
2043
Clearwave Capital
California
$392K
NG
2044
Norden Group
Utah
$391K
AWM
2045
Avaii Wealth Management
Wisconsin
$391K
FFL
2046
Financial Freedom LLC
Ohio
$390K
WTB
2047
Washington Trust Bank
Washington
$390K
FCM
2048
Fortis Capital Management
Washington
$390K
LEA
2049
Legacy Edge Advisors
New York
$389K
SIM
2050
Sterling Investment Management
Arizona
$389K