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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
DT
2826
DV Trading
Illinois
-$192K -1,600 Closed
GAFA
2827
Garton & Associates Financial Advisors
Kentucky
-$132K -1,099 Closed
CCG
2828
Ceeto Capital Group
Florida
-$125K -1,036 Closed
CIA
2829
Cape Investment Advisory
Georgia
-$69.8K -581 Closed
MS
2830
Monetary Solutions
Ohio
-$61.8K -514 Closed
QA
2831
Quattro Advisors
Pennsylvania
-$60.5K -503 Closed
UOTTAIMCU
2832
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$49K -408 Closed
RWM
2833
RMG Wealth Management
Wisconsin
-$41.7K -318 Closed
CFS
2834
Compass Financial Services
Iowa
-$33.2K -276 Closed
CIEC
2835
Crédit Industriel et Commercial
France
-$31.2K -260 Closed
WWA
2836
Wealth Watch Advisors
Colorado
-$26.7K -222 Closed
VWWMG
2837
Vermillion & White Wealth Management Group
Pennsylvania
-$16.4K -137 Closed
IIM
2838
IFC & Insurance Marketing
California
-$14K -120 Closed
FMP
2839
Financial Management Professionals
Texas
-$13.7K -114 Closed
SHF
2840
Safe Harbor Fiduciary
Florida
-$12K -100 Closed
CYG
2841
Clean Yield Group
Vermont
-$10.5K -87 Closed
TPBG
2842
Turning Point Benefit Group
Maryland
-$9.01K -75 Closed
IWM
2843
IMG Wealth Management
Florida
-$8.77K -73 Closed
LC
2844
Luminist Capital
Michigan
-$6.01K -50 Closed
GGI
2845
Godsey & Gibb Inc
Virginia
-$3.73K -31 Closed
SA
2846
Strategic Advocates
Utah
-$3.53K -29 Closed
FCT
2847
First Community Trust
Iowa
-$2.88K -24 Closed
PP
2848
Pingora Partners
Wyoming
-$2.76K -23 Closed
GWM
2849
Greenline Wealth Management
Florida
-$2.4K -20 Closed
MFG
2850
Mendota Financial Group
Wisconsin
-$2.16K -18 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.