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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
LCOV
2726
London Company of Virginia
Virginia
$4.73K -$1.14K -9 -19%
CPL
2727
Capital & Planning LLC
Georgia
$3.53K +$3.56K +28 New
KG
2728
Kilter Group
New York
$3.48K
LAM
2729
Lummis Asset Management
Texas
$3.36K
VDBMI
2730
Van Den Berg Management I
Texas
$3.18K -$21.3K -168 -87%
HFM
2731
Hartford Financial Management
Connecticut
$3.15K
EDRH
2732
Edmond de Rothschild Holding
Switzerland
$2.98K
TTIC
2733
Tower Trust & Investment Company
Iowa
$2.49K
PMIM
2734
Prudent Man Investment Management
Colorado
$2.16K
FPF
2735
First Pacific Financial
Washington
$2.11K +$2.16K +17 New
HB
2736
Horizon Bancorp
Indiana
$2K
LA
2737
LM Advisors
California
$1.96K +$1.02K +8 +3%
CAN
2738
Capital Advisor Network
Indiana
$1.86K +$1.91K +15 New
MCA
2739
McGuire Capital Advisors
Oklahoma
$1.12K
MAM
2740
Morse Asset Management
Connecticut
$994
RFG
2741
REAP Financial Group
Texas
$497
CFSG
2742
Community Financial Services Group
Vermont
$375 +$381 +3 New
CWP
2743
Clark Wealth Partners
Illinois
$373 +$381 +3 New
RIAS
2744
Rachor Investment Advisory Services
Michigan
$250 +$254 +2 New
NECFA
2745
New England Capital Financial Advisors
Connecticut
$249
RWS
2746
Retirement Wealth Solutions
Wisconsin
$198
PWA
2747
Portus Wealth Advisors
North Carolina
$125 +$127 +1 New
MIM
2748
Marshall Investment Management
Colorado
$124 +$127 +1 New
PPFA
2749
Provida Pension Fund Administrator
Chile
-$373M -3,099,881 Closed
MSA
2750
Mason Street Advisors
Wisconsin
-$57.2M -639,005 Closed

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.