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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
NWM
2626
Navigoe Wealth Management
California
$46K
HPIA
2627
Hamilton Point Investment Advisors
North Carolina
$46K -$12.3K -97 -21%
RF
2628
Robinswood Financial
Washington
$45.5K +$14.2K +112 +44%
EPAM
2629
Evelyn Partners Asset Management
$44.4K +$45.4K +357 New
CPBTD
2630
Central Pacific Bank - Trust Division
Hawaii
$43.6K -$2.82M -22,231 -98%
MMCM
2631
Murphy & Mullick Capital Management
New York
$43.5K -$762 -6 -2%
DF
2632
DecisionPoint Financial
Arizona
$43K
CTB
2633
Country Trust Bank
Illinois
$41.9K -$5.72K -45 -12%
Deutsche Bank
2634
Deutsche Bank
Germany
$41.5K -$16.1K -127 -28%
PK
2635
Pflug Koory
Nebraska
$39.6K
C
2636
Covestor
United Kingdom
$39K -$2.67K -21 -6%
MJRIC
2637
Mogy Joel R Investment Counsel
California
$38.9K -$41.3K -325 -51%
ATC
2638
Advantage Trust Company
Kansas
$38.2K
NF
2639
Napier Financial
Massachusetts
$38.2K +$39K +307 New
RTC
2640
Riverview Trust Company
Washington
$36.9K
CMBA
2641
C.M. Bidwell & Associates
Hawaii
$36.2K
BCPWM
2642
Bradley & Co Private Wealth Management
Florida
$36K
SN
2643
Sittner & Nelson
Oregon
$34.6K
BC
2644
Bulwark Capital
Florida
$33.8K
AIM
2645
Arcadia Investment Management
Michigan
$33.2K
SRCM
2646
Signature Resources Capital Management
California
$33.1K +$4.83K +38 +17%
RPA
2647
Redwood Park Advisors
California
$31.6K
BTC
2648
Bank & Trust Company
Illinois
$31.3K
GWM
2649
Grand Wealth Management
Michigan
$31.3K
GCM
2650
Gunpowder Capital Management
Maryland
$31.2K -$15.4K -121 -33%

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.