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
AWAG
2176
ARS Wealth Advisors Group
Florida
$327K -$49.9K -393 -13%
SFS
2177
Stiles Financial Services
Minnesota
$327K
DIA
2178
Davidson Investment Advisors
Montana
$325K -$93.2K -734 -22%
CAG
2179
Curtis Advisory Group
California
$325K
GHA
2180
Good Harbor Advisors
Massachusetts
$325K
FRA
2181
Frank Rimerman Advisors
California
$325K -$82.4K -649 -20%
IWP
2182
IAG Wealth Partners
Wisconsin
$325K
OPCM
2183
Osborne Partners Capital Management
California
$325K +$332K +2,611 New
GSIAS
2184
Garden State Investment Advisory Services
New Jersey
$325K +$254 +2 +0.1%
SWM
2185
Steinberganna Wealth Management
New York
$324K +$102K +801 +44%
BDFN
2186
Bond & Devick Financial Network
Minnesota
$324K
RWM
2187
Riverbend Wealth Management
South Carolina
$324K
ECM
2188
Elgethun Capital Management
South Dakota
$324K
WAG
2189
Wilkerson Advisory Group
Missouri
$323K -$1.4K -11 -0.4%
GL
2190
Gerber LLC
Ohio
$322K -$18.7K -147 -5%
TFP
2191
TrueWealth Financial Partners
Washington
$322K +$329K +2,590 New
LCAM
2192
London & Capital Asset Management
United Kingdom
$321K -$80.2K -631 -20%
IC
2193
Iconiq Capital
California
$320K
Millennium Management
2194
Millennium Management
New York
$319K -$151K -1,186 -32%
HGA
2195
Hobbs Group Advisors
South Carolina
$318K -$4.07K -32 -1%
MFWP
2196
Mosaic Family Wealth Partners
Missouri
$318K +$60.3K +475 +23%
SFG
2197
SNS Financial Group
Minnesota
$318K -$1.65K -13 -0.5%
LWMI
2198
Legacy Wealth Management (Idaho)
Idaho
$318K +$149K +1,172 +85%
FDCP
2199
Foster Dykema Cabot & Partners
Massachusetts
$317K
SJGA
2200
Stephen J. Garry & Associates
New York
$316K -$6.35K -50 -2%