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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
Citadel Advisors
2751
Citadel Advisors
Florida
-$39.8M -313,403 Closed
NSLI
2752
Nan Shan Life Insurance
Taiwan
-$25.6M -213,194 Closed
CI
2753
Constellation Investments
Ohio
-$24M -200,000 Closed
Manulife (Manufacturers Life Insurance)
2754
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15.3M -127,636 Closed
DWM
2755
Dynasty Wealth Management
Florida
-$12.8M -106,106 Closed
IA
2756
IFG Advisory
Georgia
-$12.1M -100,964 Closed
D.E. Shaw & Co
2757
D.E. Shaw & Co
New York
-$11.5M -95,296 Closed
SP
2758
SIH Partners
Delaware
-$9.13M -75,956 Closed
PL
2759
Polianta Ltd
Jersey
-$8.86M -73,700 Closed
FMI
2760
Fiduciary Management Inc
Wisconsin
-$7.32M -60,880 Closed
SAS
2761
Sage Advisory Services
Texas
-$7.29M -60,625 Closed
JWCA
2762
J.W. Cole Advisors
Florida
-$5.31M -56,597 Closed
MLIC
2763
Mandatum Life Insurance Company
Finland
-$5.86M -48,720 Closed
MPA
2764
Marvin & Palmer Associates
Delaware
-$4.26M -35,470 Closed
CAS
2765
Coppell Advisory Solutions
Texas
-$3.27M -26,909 Closed
KFAA
2766
Klaas Financial Asset Advisors
Illinois
-$3.15M -26,224 Closed
HF
2767
HRT Financial
New York
-$2.68M -22,273 Closed
GPFA
2768
Game Plan Financial Advisors
Ohio
-$2.4M -19,980 Closed
PWM
2769
Power Wealth Management
Georgia
-$2.31M -19,183 Closed
SCM
2770
SOL Capital Management
Maryland
-$2.3M -19,101 Closed
Renaissance Technologies
2771
Renaissance Technologies
New York
-$2.1M -17,500 Closed
DAS
2772
Diversify Advisory Services
Utah
-$2.16M -16,801 Closed
Nisa Investment Advisors
2773
Nisa Investment Advisors
Missouri
-$1.86M -15,443 Closed
MHS
2774
M Holdings Securities
Oregon
-$1.61M -13,387 Closed
SLFPAM
2775
St. Louis Financial Planners Asset Management
Missouri
-$1.21M -10,069 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.