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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
HC
2501
Hamilton Capital
Ohio
$201K +$205K +1,615 New
AR
2502
Apeiron RIA
Texas
$201K -$5.21K -41 -2%
MAG
2503
MRA Advisory Group
New Jersey
$201K +$205K +1,613 New
SIC
2504
SJS Investment Consulting
Ohio
$200K
FG
2505
Fairman Group
Pennsylvania
$198K +$381 +3 +0.2%
BW
2506
Basepoint Wealth
Iowa
$197K +$381 +3 +0.2%
Kayne Anderson Rudnick Investment Management
2507
Kayne Anderson Rudnick Investment Management
California
$197K -$3.51M -27,634 -95%
AF
2508
Align Financial
Minnesota
$194K -$23.7M -186,398 -99%
JGIA
2509
Jackson Grant Investment Advisers
Connecticut
$194K +$2.54K +20 +1%
EP
2510
Essential Partners
California
$186K +$9.91K +78 +6%
RTL
2511
Red Tortoise LLC
Georgia
$183K -$5.08K -40 -3%
AP
2512
Atwood & Palmer
Missouri
$175K -$11.9K -94 -6%
3FI
2513
3 Factor Indexing
California
$173K +$177K +1,395 New
CFO
2514
Cambient Family Office
Michigan
$171K
RWM
2515
Raffa Wealth Management
District of Columbia
$169K
CFS
2516
CGC Financial Services
Oregon
$168K
CWMS
2517
CFG Wealth Management Services
Indiana
$167K
DIP
2518
DT Investment Partners
Pennsylvania
$162K +$166K +1,305 New
PCMNC
2519
Piedmont Capital Management (North Carolina)
North Carolina
$159K +$162K +1,275 +31,875%
CCMI
2520
Creative Capital Management Investments
California
$158K -$2.29K -18 -1%
BHWM
2521
Beaird Harris Wealth Management
Texas
$156K -$7.62K -60 -5%
CJ
2522
Caitlin John
Michigan
$156K +$1.27K +10 +0.8%
GTAM
2523
Global Trust Asset Management
Florida
$156K -$93.9K -739 -37%
ACM
2524
Anfield Capital Management
California
$154K +$158K +1,242 New
AGWCA
2525
Annis Gardner Whiting Capital Advisors
Florida
$154K +$61.9K +487 +65%

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.