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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
GK
2701
Graney & King
New York
$12.7K -$23.6K -186 -65%
SFC
2702
SYM Financial Corp
Indiana
$12.6K
CAM
2703
Clarity Asset Management
Iowa
$12.3K -$6.35K -50 -34%
MWA
2704
Merkkuri Wealth Advisors
New York
$11.9K +$12.1K +95 New
FUBT
2705
First United Bank & Trust
Maryland
$11.8K
AIA
2706
Armor Investment Advisors
North Carolina
$11.4K -$27.6K -217 -70%
PP
2707
PFS Partners
New Jersey
$10.8K -$3.56K -28 -24%
HPWM
2708
High Point Wealth Management
New Jersey
$10.6K +$10.8K +85 New
CSC
2709
Caldwell Sutter Capital
California
$10.3K
HHCP
2710
Hilton Head Capital Partners
South Carolina
$9.95K
KPP
2711
Kings Path Partners
Texas
$9.86K
CFG
2712
Clayton Financial Group
Missouri
$9.79K
1IA
2713
1620 Investment Advisors
Massachusetts
$9.7K
PIP
2714
Peachtree Investment Partners
Florida
$8.33K
KA
2715
Kozak & Associates
Colorado
$8.3K
RF
2716
RetireMitten Financial
Michigan
$7.71K +$7.88K +62 New
GCM
2717
Gables Capital Management
Florida
$7.46K
MSWM
2718
Mowery & Schoenfeld Wealth Management
Illinois
$6.54K -$76.5K -602 -92%
SGFG
2719
Silver Grove Financial Group
New York
$6.46K -$343K -2,697 -98%
BAM
2720
Byrne Asset Management
New Jersey
$5.97K
PAM
2721
Parvin Asset Management
South Dakota
$5.59K
AIM
2722
Axiom Investment Management
New York
$5.59K +$5.72K +45 New
PP
2723
Paladin Partners
Wisconsin
$5.34K
HIC
2724
Hamrick Investment Counsel
Washington
$5.22K +$5.34K +42 New
TRCT
2725
Tower Research Capital (TRC)
New York
$4.97K +$4.07K +32 +400%

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.