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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
PFSC
2651
Peoples Financial Services Corp
Pennsylvania
$31.1K
EWM
2652
Evolution Wealth Management
Florida
$31K -$12.7K -100 -29%
FCMT
2653
Founders Capital Management (Texas)
Texas
$29.7K
KCM
2654
Key Capital Management
Tennessee
$29.7K -$18.4K -145 -38%
RWA
2655
Reicon Wealth Advisors
Georgia
$29.3K +$25.4K +200 +556%
HI
2656
Hoey Investments
Pennsylvania
$29K
WSA
2657
Wealth Science Advisors
Georgia
$28.8K +$30.5K +240 New
YAL
2658
Your Advocates Ltd
Texas
$28.2K
CH
2659
CDKV Holdings
Colorado
$27.8K
MDA
2660
Minot DeBlois Advisors
Massachusetts
$27K -$3.18K -25 -10%
EIP
2661
Essential Investment Partners
Colorado
$26.4K
RMC
2662
Resources Management Corp
Connecticut
$26K +$15.6K +123 +145%
CTC
2663
Cetera Trust Company
Minnesota
$26K
HWA
2664
Heritage Wealth Advisors
Virginia
$25.9K
BNA
2665
BankChampaign National Association
Illinois
$25.9K -$5.59K -44 -17%
NL
2666
NVWM LLC
Pennsylvania
$25.4K
BCM
2667
Basso Capital Management
Connecticut
$25.1K
FMB
2668
Field & Main Bank
Kentucky
$24.9K
FRA
2669
Front Row Advisors
California
$23.9K
FLP
2670
Financial Life Planners
Arizona
$23.9K +$24.4K +192 New
MAS
2671
MPWM Advisory Solutions
Georgia
$22.8K -$40.3K -317 -63%
KWM
2672
Kiker Wealth Management
Georgia
$22.7K +$23.2K +183 New
EF
2673
Entrust Financial
Pennsylvania
$22.2K
MM
2674
Main Management
California
$22K +$22K +173 New
DAM
2675
Delta Asset Management
Tennessee
$21.4K

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.