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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
LC
2551
Lavaca Capital
Texas
$112K -$53.4K -420 -32%
PF
2552
PlanVest Financial
Maryland
$111K +$114K +895 New
JWM
2553
JPL Wealth Management
Colorado
$111K +$113K +891 New
PFG
2554
Premier Financial Group
California
$106K
VR
2555
Vision Retirement
New Jersey
$106K -$97.4K -767 -47%
GWM
2556
Gilpin Wealth Management
Colorado
$105K +$11.4K +90 +12%
LI
2557
LRI Investments
Florida
$104K +$16.3K +128 +18%
MCM
2558
Manchester Capital Management
Vermont
$103K -$5.46K -43 -5%
RFA
2559
Reyes Financial Architecture
California
$103K +$508 +4 +0.5%
SHIM
2560
Stone House Investment Management
Pennsylvania
$103K +$4.07K +32 +4%
MNA
2561
Manning & Napier Advisors
New York
$102K +$99.5K +783 +1,958%
RRA
2562
Red Reef Advisors
Florida
$102K -$32K -252 -23%
SFCL
2563
Strengthening Families & Communities LLC
Massachusetts
$102K +$104K +820 New
DPW
2564
DiNuzzo Private Wealth
Pennsylvania
$97K
SG
2565
Sankala Group
Colorado
$95.4K -$10.8K -85 -10%
HHGA
2566
Halbert Hargrove Global Advisors
California
$95K -$45.9K -361 -32%
PIS
2567
POM Investment Strategies
North Carolina
$94.8K +$96.4K +759 +18,975%
JFG
2568
JDM Financial Group
Texas
$93.9K
BCV
2569
Banque Cantonale Vaudoise
Switzerland
$92K
AWM
2570
Activest Wealth Management
Florida
$91.7K +$33.2K +261 +55%
RL
2571
Rogco LP
Oklahoma
$90.2K -$1.89M -14,872 -95%
BW
2572
Bravera Wealth
North Dakota
$90.1K -$15.8K -124 -15%
KFP
2573
Kerr Financial Planning
California
$88.9K -$1.14K -9 -1%
NRWA
2574
North Ridge Wealth Advisors
Oregon
$87K
NEWAS
2575
N.E.W. Advisory Services
Wisconsin
$86.9K +$62.9K +495 +243%

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.