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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
KeyBank National Association
26
KeyBank National Association
Ohio
$477M +$3.26M +25,690 +0.7%
AA
27
Acorns Advisers
California
$452M +$3.38M +26,582 +0.7%
Cerity Partners
28
Cerity Partners
New York
$445M -$10.5M -82,763 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$438M +$22.6M +177,535 +5%
CAM
30
Cresset Asset Management
Illinois
$408M +$8.1M +63,738 +2%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$400M +$147M +1,159,049 +56%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$359M +$5.26M +41,409 +1%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$358M +$286M +2,252,498 +359%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$336M -$51.3M -403,813 -13%
NFA
35
Nationwide Fund Advisors
Ohio
$334M +$73.7M +580,145 +28%
JP Morgan Chase
36
JP Morgan Chase
New York
$331M +$49M +385,729 +16%
CCA
37
Catalyst Capital Advisors
New York
$306M +$30M +236,517 +11%
MRC
38
Millburn Ridgefield Corp
New York
$306M +$30M +236,517 +11%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$291M +$6.6M +51,958 +2%
CWM
40
Circle Wealth Management
New Jersey
$285M +$381 +3 +0%
AA
41
Alesco Advisors
New York
$278M -$8.66M -68,145 -3%
HNB
42
Huntington National Bank
Ohio
$270M +$1.98M +15,573 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$260M -$283M -2,225,028 -51%
MCM
44
MAI Capital Management
Ohio
$245M -$7.87M -61,943 -3%
WANY
45
Wealthspire Advisors (New York)
New York
$241M +$4.97M +39,083 +2%
VFA
46
Valeo Financial Advisors
Indiana
$239M -$11.7M -92,124 -4%
CCMG
47
Clark Capital Management Group
Pennsylvania
$226M +$14.9M +117,055 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$219M +$22M +173,255 +11%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$216M -$1.13M -8,872 -0.5%
Mariner
50
Mariner
Kansas
$216M -$967K -7,614 -0.4%

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.