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iShares Core S&P Small-Cap ETF

2,747 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 166 funds opening new positions, 1,095 increasing their positions, 1,147 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

60% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 104

6% more funds holding in top 10

Funds holding in top 10: 315335 (+20)

4% more capital invested

Capital invested by funds: $65.9B → $68.8B (+$2.95B)

1% more funds holding

Funds holding: 2,7292,747 (+18)

0.23% more ownership

Funds ownership: 74.38%74.61% (+0.23%)

5% less repeat investments, than reductions

Existing positions increased: 1,095 | Existing positions reduced: 1,147

Holders
2,747
Holders Change
+18
Holders Change %
+0.66%
% of All Funds
33.61%
Holding in Top 10
335
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.35%
% of All Funds
4.1%
New
166
Increased
1,095
Reduced
1,147
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
SAW
2476
Signal Advisors Wealth
Michigan
$207K -$11.7K -92 -5%
WFC
2477
Western Financial Corp
California
$206K +$211K +1,660 New
WAM
2478
Wernau Asset Management
Massachusetts
$206K +$211K +1,659 New
ODA
2479
One Degree Advisors
California
$206K +$211K +1,664 New
MC
2480
Miramar Capital
Illinois
$205K +$210K +1,652 New
CFP
2481
Curran Financial Partners
South Carolina
$205K -$6.86K -54 -3%
APFP
2482
Action Point Financial Planning
Michigan
$205K +$210K +1,650 New
SFGP
2483
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$205K -$501K -3,945 -71%
BFF
2484
Byrne Financial Freedom
Massachusetts
$205K +$210K +1,650 New
SF
2485
Steffes Financial
Kansas
$205K -$71.5K -563 -25%
CW
2486
Code Waechter
Florida
$205K +$209K +1,646 New
AWA
2487
Archvest Wealth Advisors
California
$204K +$209K +1,643 New
VWA
2488
VERITY Wealth Advisors
United States
$204K +$208K +1,640 New
AA
2489
Advisory Advocates
Michigan
$204K +$208K +1,639 New
MWM
2490
Manske Wealth Management
Texas
$203K +$208K +1,637 New
T
2491
Tidemark
California
$203K +$174K +1,370 +527%
TWM
2492
Triton Wealth Management
Arizona
$202K -$1.91K -15 -0.9%
GWA
2493
Gutierrez Wealth Advisory
Arkansas
$202K +$207K +1,627 New
CVM
2494
Cheviot Value Management
California
$202K
BDPWM
2495
Barnes Dennig Private Wealth Management
Ohio
$202K +$98.1K +772 +91%
JIR
2496
James Investment Research
Ohio
$201K +$206K +1,620 New
BIA
2497
Beacon Investment Advisors
Maryland
$201K +$206K +1,619 New
BAM
2498
Beaumont Asset Management
Texas
$201K +$205K +1,617 New
MWA
2499
Monograph Wealth Advisors
California
$201K -$54.6K -430 -21%
JDLA
2500
J. Derek Lewis & Associates
California
$201K +$205K +1,615 New

IJR Hedge Fund Activity: Q1 2026 in Review

2,747 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2026, worth a combined $68.8B — up 4.5% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new IJR positions and 104 closed out — a net gain of 62 holders — while 1,095 added to existing stakes and 1,147 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $458M. The largest seller was Corient Private Wealth, cutting an estimated $283M.

  • 2,747 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2026, up from 2,729 in Q4 2025.
  • Funds reported $68.8B of iShares Core S&P Small-Cap ETF stock for Q1 2026, up 4.5% quarter-over-quarter.
  • 166 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2026 and 104 closed out, a net change of +62 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $458M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $283M sold.

Based on aggregated 13F filings for Q1 2026.