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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
CCA
251
Conservest Capital Advisors
Pennsylvania
$26.4M +$8.03M +63,220 +42%
KLI
252
Kelman-Lazarov Inc
Tennessee
$26.4M +$373K +2,935 +1%
CC
253
Courier Capital
New York
$26.3M +$5.8M +45,632 +27%
CPRC
254
Consolidated Portfolio Review Corp
New York
$26.3M
BHIA
255
Birch Hill Investment Advisors
Massachusetts
$26.2M -$107K -841 -0.4%
NQWM
256
Northwest Quadrant Wealth Management
Oregon
$25.9M -$887K -6,985 -3%
PAI
257
Pittenger & Anderson Inc
Nebraska
$25.8M +$1.1M +8,685 +4%
HSBC Holdings
258
HSBC Holdings
United Kingdom
$25.6M +$3.05M +24,044 +13%
AWA
259
Arkadios Wealth Advisors
Georgia
$25.6M -$384K -3,026 -1%
KWMG
260
King Wealth Management Group
Florida
$25.6M +$687K +5,407 +3%
PWM
261
Parkway Wealth Management
Texas
$25.6M -$2.45M -19,254 -9%
FA
262
Fiduciary Alliance
South Carolina
$25.6M +$3.91M +30,739 +19%
CIC
263
Cutler Investment Counsel
Oregon
$25.5M +$325K +2,561 +1%
TCA
264
Trifecta Capital Advisors
Illinois
$25.5M +$2.7M +21,279 +12%
MT
265
Midwest Trust
Kansas
$25M -$323K -2,539 -1%
CVSC
266
C.V. Starr & Co
New York
$24.9M
FMN
267
Financial Management Network
California
$24.7M -$435K -3,427 -2%
HTIM
268
Harbour Trust & Investment Management
Indiana
$24.6M -$298K -2,348 -1%
CPA
269
Capital Performance Advisors
California
$24.3M +$671K +5,285 +3%
Legal & General Group
270
Legal & General Group
United Kingdom
$24.2M +$13.2M +104,255 +115%
RFP
271
Roth Financial Partners
Texas
$24.1M -$528K -4,159 -2%
DADC
272
D.A. Davidson & Co
Montana
$24M -$2.12M -16,671 -8%
FWM
273
FFT Wealth Management
Pennsylvania
$23.9M +$2.78M +21,868 +13%
LFS
274
Lutz Financial Services
Nebraska
$23.8M +$104K +816 +0.4%
UBS AM
275
UBS AM
Illinois
$23.8M +$11.9M +93,980 +97%

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.