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
SCM
2276
Seascape Capital Management
New Hampshire
$281K
WB
2277
West Bancorporation
Iowa
$281K
DI
2278
DDFG Inc
California
$280K +$4.96K +39 +2%
EAP
2279
Elevation Advisory Partners
Florida
$280K +$279K +2,193 New
HFO
2280
Heritage Family Offices
Arizona
$279K -$3.56K -28 -1%
RW
2281
REDW Wealth
New Mexico
$278K -$4.57K -36 -2%
MMPW
2282
Mitchell McLeod Pugh & Williams
Alabama
$278K +$22.9K +180 +9%
BWM
2283
Briggs Wealth Management
Connecticut
$278K
RCP
2284
Rothschild Capital Partners
New York
$278K +$23.8K +187 +9%
PFM
2285
Potomac Fund Management
Florida
$274K -$56.9K -448 -17%
IRAG
2286
Investment Research & Advisory Group
Georgia
$274K +$127 +1 +0%
SF
2287
Sun Financial
Utah
$274K +$127 +1 +0%
SIA
2288
Strategic Investment Advisors
Michigan
$273K +$279K +2,199 New
Acadian Asset Management
2289
Acadian Asset Management
Massachusetts
$273K +$245K +1,926 +705%
PCS
2290
Private Client Services
Kentucky
$272K -$26.8K -211 -9%
FPWM
2291
FSB Premier Wealth Management
Iowa
$272K +$10.2K +80 +4%
MCM
2292
Morton Capital Management
California
$271K +$42.3K +333 +18%
PG
2293
Patten Group
Tennessee
$271K
PAMG
2294
Patton Albertson Miller Group
Tennessee
$271K -$22.2K -175 -7%
WCG
2295
Weaver Consulting Group
California
$270K -$32.9K -259 -11%
IFS
2296
Ifrah Financial Services
Arkansas
$269K -$37.2K -293 -12%
SCM
2297
Schnieders Capital Management
California
$269K -$8.89K -70 -3%
BFP
2298
Birchwood Financial Partners
Minnesota
$269K +$127 +1 +0%
TSMHT
2299
Thurston Springer Miller Herd & Titak
Indiana
$269K -$1.52K -12 -0.6%
CWP
2300
Curated Wealth Partners
California
$269K