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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
BAM
2676
Bellevue Asset Management
Washington
$20.4K
MDCM
2677
Morgan Dempsey Capital Management
Wisconsin
$20.1K
OAJ
2678
Ogorek Anthony Joseph
New York
$20K
CFP
2679
Comprehensive Financial Planning
Pennsylvania
$19.9K +$6.61K +52 +49%
RCM
2680
Raleigh Capital Management
North Carolina
$19.6K
PAIM
2681
Punch & Associates Investment Management
Minnesota
$18.9K -$1.55M -12,224 -99%
BCM
2682
Boreal Capital Management
Florida
$18.6K
KFO
2683
Kopp Family Office
Minnesota
$17.5K
PWS
2684
Peterson Wealth Services
Utah
$17.4K
FFA
2685
Frazier Financial Advisors
Ohio
$17.4K +$15.8K +124 +775%
BIM
2686
Breakwater Investment Management
Washington
$16.9K
WA
2687
WPG Advisers
Maryland
$16.9K +$2.67K +21 +18%
MWC
2688
MBM Wealth Consultants
Missouri
$16.9K +$17.3K +136 New
TCM
2689
Tradewinds Capital Management
Washington
$15.8K
PWM
2690
Peterson Wealth Management
Nevada
$15.5K +$15.9K +125 New
SWIM
2691
Smallwood Wealth Investment Management
New Jersey
$15.3K +$15.6K +123 New
MSFP
2692
Mark Sheptoff Financial Planning
Connecticut
$15.1K
PSFG
2693
Park Square Financial Group
Georgia
$15K -$58.7K -462 -79%
PFO
2694
Pioneer Family Office
Florida
$14.9K +$127 +1 +0.8%
AIC
2695
Archer Investment Corporation
Indiana
$14.5K
Simplex Trading
2696
Simplex Trading
Illinois
$14.5K +$14.9K +117 New
SC
2697
Swan Capital
Florida
$13.3K +$9.4K +74 +224%
FGAM
2698
Financial Gravity Asset Management
Texas
$13.1K
APW
2699
Atlantic Private Wealth
North Carolina
$13K
CNBT
2700
Cornerstone National Bank & Trust
Illinois
$12.7K

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.