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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
EP
2801
Edgestream Partners
New Jersey
-$281K -2,334 Closed
SIAG
2802
Safeguard Investment Advisory Group
California
-$275K -2,287 Closed
BCM
2803
Bayesian Capital Management
New York
-$274K -2,277 Closed
HWMO
2804
Heritage Wealth Management (Ohio)
Ohio
-$272K -2,262 Closed
CCA
2805
Cypress Capital Advisors
Tennessee
-$261K -2,171 Closed
RA
2806
Ruggaard & Associates
Ohio
-$260K -2,162 Closed
OHIS
2807
Oak Harvest Investment Services
Texas
-$253K -2,107 Closed
NFC
2808
Northstar Financial Companies
Pennsylvania
-$249K -2,069 Closed
FA
2809
FSA Advisors
Michigan
-$244K -2,030 Closed
RIP
2810
Reliant Investment Partners
North Carolina
-$244K -2,030 Closed
CCM
2811
CFO Capital Management
Connecticut
-$233K -1,939 Closed
FC
2812
FCA Corp
Texas
-$229K -1,909 Closed
WFA
2813
Wells Financial Advisors
Massachusetts
-$228K -1,898 Closed
LIA
2814
LS Investment Advisors
Michigan
-$224K -1,864 Closed
OC
2815
Opal Capital
Florida
-$244K -1,852 Closed
MPIA
2816
Milestones Private Investment Advisors
New York
-$220K -1,830 Closed
PFA
2817
Perryman Financial Advisory
Texas
-$216K -1,799 Closed
LG
2818
Leuthold Group
Minnesota
-$211K -1,754 Closed
MPW
2819
MGO Private Wealth
California
-$210K -1,748 Closed
APP
2820
Avantax Planning Partners
Iowa
-$208K -1,731 Closed
MCCP
2821
Mission Creek Capital Partners
California
-$207K -1,721 Closed
OFO
2822
OneAscent Family Office
Alabama
-$206K -1,710 Closed
WMA
2823
William Mack & Associates
Michigan
-$203K -1,690 Closed
WA
2824
Waystone Advisors
Washington
-$201K -1,671 Closed
SCM
2825
Saxony Capital Management
Missouri
-$201K -1,669 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.