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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
MSWA
2601
Marshall & Sterling Wealth Advisors
New York
$63.9K
FC
2602
Fairscale Capital
New Hampshire
$63.3K
W
2603
WealthCollab
Washington
$62.4K -$16.6K -131 -21%
SMBT
2604
Southern Michigan Bank & Trust
Michigan
$62.4K +$63.8K +502 New
WAS
2605
Winch Advisory Services
Wisconsin
$61.7K
CICI
2606
Capital Investment Counsel Inc
North Carolina
$61.7K
TCM
2607
Triumph Capital Management
Colorado
$59.9K
GCP
2608
Gill Capital Partners
Colorado
$59.7K +$61K +480 New
NSG
2609
Nalls Sherbakoff Group
Tennessee
$59.1K
VWA
2610
VSM Wealth Advisory
Maryland
$58.9K
RP
2611
Rice Partnership
Hawaii
$58.2K -$6.35K -50 -10%
HIW
2612
Holos Integrated Wealth
Pennsylvania
$57.9K
APW
2613
Acima Private Wealth
Virginia
$57.8K
EA
2614
Evolution Advisers
Virginia
$57K +$2.54K +20 +5%
QWM
2615
Quaker Wealth Management
New Jersey
$56.8K +$127 +1 +0.2%
CW
2616
Curio Wealth
Maryland
$54.9K
RFS
2617
Richardson Financial Services
Massachusetts
$52.2K +$8.77K +69 +20%
MEG
2618
Millstone Evans Group
Colorado
$51.7K
FNWA
2619
Financial Network Wealth Advisors
Utah
$51K
PNC
2620
Park National Corp
Ohio
$50.7K +$51.8K +408 New
AP
2621
Advisortrust Partners
North Carolina
$50.7K +$51.8K +408 New
TAR
2622
Trask Adam Roland
$48.5K +$49.5K +390 New
CMP
2623
Coston McIsaac & Partners
Maine
$47K
WBC
2624
West Branch Capital
Massachusetts
$46.6K
PCTC
2625
Perkins Coie Trust Company
Washington
$46.2K

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.