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
GGA
2301
Granite Group Advisors
Connecticut
$268K -$2.92K -23 -1%
PAM
2302
Pegasus Asset Management
New York
$268K
PBF
2303
Petix & Botte Financial
California
$267K -$188K -1,476 -68%
BFA
2304
Bill Few Associates
Pennsylvania
$267K
BMC
2305
Beaton Management Company
Massachusetts
$266K +$12.7K +100 +5%
SWM
2306
Sterling Wealth Management
Illinois
$266K +$8.38K +66 +3%
CSB
2307
City State Bank
Iowa
$265K
MP
2308
Moment Partners
California
$265K
SA
2309
SRH Advisors
Kansas
$265K
EWM
2310
Elevatus Welath Management
New York
$264K -$127K -1,000 -32%
SC
2311
Soundwatch Capital
Connecticut
$263K -$3.3K -26 -1%
CW
2312
Channel Wealth
California
$263K -$9.02K -71 -3%
SCM
2313
Sidoxia Capital Management
California
$263K +$268K +2,112 New
VAMG
2314
Voisard Asset Management Group
Michigan
$262K +$11.7K +92 +5%
IIA
2315
ICW Investment Advisors
Arizona
$262K
ACS
2316
Archford Capital Strategies
Illinois
$260K +$635 +5 +0.2%
FFWA
2317
Forthright Family Wealth Advisory
Texas
$259K +$298K +2,345 New
PCA
2318
Pallas Capital Advisors
Massachusetts
$259K -$620K -4,879 -70%
KCP
2319
Kera Capital Partners
California
$259K +$254 +2 +0.1%
SPWG
2320
Syntegra Private Wealth Group
Missouri
$258K
SP
2321
Successful Portfolios
Florida
$256K
SFA
2322
Souders Financial Advisors
Ohio
$256K -$17K -134 -6%
S
2323
Sachetta
Massachusetts
$256K -$15.4K -121 -6%
FP
2324
Fiduciary Planning
Florida
$255K
TF
2325
Tenon Financial
New Jersey
$255K