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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
GA
2576
GoalVest Advisory
New York
$86.9K
CFG
2577
Chapman Financial Group
Hawaii
$86.8K +$8.89K +70 +11%
PP
2578
Pacifica Partners
Canada
$86.5K -$21K -165 -19%
FF
2579
Frankly Finances
Florida
$85.8K
HEIP
2580
Hudson Edge Investment Partners
New Jersey
$85.2K +$87K +685 New
MFA
2581
Morling Financial Advisors
California
$84.9K -$51.5K -405 -37%
WPA
2582
Wealth Preservation Advisors
Tennessee
$84.7K -$38.2K -301 -31%
POIA
2583
Pin Oak Investment Advisors
Texas
$82K -$31.8K -250 -27%
NWM
2584
Nova Wealth Management
Florida
$81.7K +$61.7K +486 +284%
MIM
2585
MTM Investment Management
South Carolina
$79.2K +$127 +1 +0.2%
MBFW
2586
Morton Brown Family Wealth
Pennsylvania
$79.1K -$1.14K -9 -1%
SA
2587
Scarborough Advisors
Maryland
$77.2K +$78.9K +621 New
TWM
2588
Tripletail Wealth Management
Florida
$74.4K
MWPCG
2589
Measured Wealth Private Client Group
New Hampshire
$73.7K
BMC
2590
Bear Mountain Capital
Washington
$72.6K
UFF
2591
USA Financial Formulas
Michigan
$70.6K +$72.2K +568 New
SFS
2592
Sunrise Financial Services
Washington
$69.9K +$71.1K +560 +28,000%
FWA
2593
Flagship Wealth Advisors
Massachusetts
$69.4K
HBW
2594
Hazlett, Burt & Watson
West Virginia
$69K +$9.91K +78 +16%
NL
2595
NorthAvenue LLC
Ohio
$67.7K
EWA
2596
Elevate Wealth Advisory
Georgia
$67.5K -$21.9K -172 -24%
NFSG
2597
Newbridge Financial Services Group
Florida
$66.6K -$1.65K -13 -2%
HWP
2598
Highline Wealth Partners
California
$65.4K -$21.5K -169 -24%
DCM
2599
Davis Capital Management
Florida
$64.4K
FIM
2600
FWL Investment Management
Texas
$64.1K -$2.54K -20 -4%

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.