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
KWM
2376
Koa Wealth Management
California
$236K -$10.9K -86 -4%
MO
2377
McMillan Office
Michigan
$236K
IBOK
2378
Independence Bank of Kentucky
Kentucky
$236K -$889 -7 -0.4%
GFPC
2379
Global Financial Private Client
Florida
$236K +$241K +1,896 New
SW
2380
Solidarity Wealth
Utah
$235K -$10.2K -80 -4%
IPW
2381
Impact Partnership Wealth
Georgia
$235K +$240K +1,890 New
LCG
2382
Lakeshore Capital Group
Illinois
$235K
SFO
2383
Stenger Family Office
Illinois
$235K +$240K +1,889 New
MWM
2384
MY Wealth Management
Maryland
$235K +$10.8K +85 +4%
APWA
2385
Atlas Private Wealth Advisors
New Jersey
$235K +$381 +3 +0.2%
CAM
2386
Capital Asset Management
Colorado
$235K -$2.16K -17 -0.9%
VDC
2387
Van Diest Capital
Iowa
$234K -$14.5K -114 -6%
NIM
2388
Nicollet Investment Management
Minnesota
$234K
CFM
2389
Cornerstone Financial Management
Massachusetts
$234K -$41.3K -325 -15%
WWC
2390
Waypoint Wealth Counsel
Georgia
$234K -$157K -1,237 -40%
TSW
2391
Thompson Siegel & Walmsley
Virginia
$233K +$239K +1,878 New
HFS
2392
Hughes Financial Services
Virginia
$233K
LB
2393
Legacy Bridge
Iowa
$233K
PPW
2394
Parcion Private Wealth
Washington
$232K -$13K -102 -5%
GFA
2395
Gallagher Fiduciary Advisors
Illinois
$232K +$4.32K +34 +2%
WLPWM
2396
Walled Lake Planning & Wealth Management
Illinois
$232K -$4.32K -34 -2%
FAT
2397
First American Trust
California
$232K +$237K +1,867 New
NPAN
2398
Northeast Planning Associates NH
New Hampshire
$232K
4WM
2399
4J Wealth Management
Virginia
$231K +$127 +1 +0.1%
IP
2400
Isthmus Partners
Wisconsin
$231K