We are live on ! Find out more
IJR icon

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
GCM
2776
Glaxis Capital Management
Florida
-$1.2M -10,000 Closed
CWA
2777
Centennial Wealth Advisory
Michigan
-$1.18M -9,793 Closed
CAM
2778
Chandler Asset Management
California
-$1.1M -9,150 Closed
DDC
2779
DF Dent & Co
Maryland
-$1.01M -8,436 Closed
EMAM
2780
Encompass More Asset Management
California
-$935K -7,783 Closed
KWM
2781
KW Wealth Management
California
-$608K -5,061 Closed
DKCM
2782
Davidson Kahn Capital Management
California
-$595K -4,953 Closed
FWM
2783
FMB Wealth Management
California
-$582K -4,846 Closed
SFFS
2784
Stonehage Fleming Financial Services
Jersey
-$519K -4,320 Closed
BWM
2785
BAM Wealth Management
Colorado
-$491K -4,087 Closed
DFA
2786
Davies Financial Advisors
California
-$486K -4,043 Closed
CPA
2787
Clear Point Advisors
New York
-$485K -4,039 Closed
OCM
2788
Orleans Capital Management
Louisiana
-$443K -3,687 Closed
XT
2789
XTX Topco
Cayman Islands
-$432K -3,594 Closed
CAP
2790
Columbia Advisory Partners
Washington
-$425K -3,536 Closed
TA
2791
TFB Advisors
Kansas
-$417K -3,473 Closed
BCM
2792
Bluefin Capital Management
New York
-$413K -3,433 Closed
WP
2793
WealthPLAN Partners
Nebraska
-$354K -2,946 Closed
SCM
2794
Stonehearth Capital Management
Massachusetts
-$325K -2,701 Closed
SEM
2795
Strategic Equity Management
Arizona
-$324K -2,700 Closed
SP
2796
Sherman Porfolios
Idaho
-$301K -2,503 Closed
TI
2797
tru Independence
Oregon
-$300K -2,494 Closed
OFS
2798
Orrstown Financial Services
Pennsylvania
-$297K -2,475 Closed
AAM
2799
Augustine Asset Management
Florida
-$288K -2,397 Closed
TI
2800
Trexquant Investment
Connecticut
-$288K -2,395 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.