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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
Stifel Financial
51
Stifel Financial
Missouri
$214M +$2.57M +20,242 +1%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$210M +$1.47M +11,572 +0.7%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$200M +$6.22M +48,975 +3%
HTC
54
Haverford Trust Company
Pennsylvania
$199M -$10.8M -85,288 -5%
SPIA
55
Steward Partners Investment Advisory
New York
$199M +$2.02M +15,906 +1%
Osaic Holdings
56
Osaic Holdings
Arizona
$197M +$4.56M +35,859 +2%
MFIM
57
Mesirow Financial Investment Management
Illinois
$195M +$60.9M +479,564 +44%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$183M -$125M -984,079 -40%
MGIA
59
Moneta Group Investment Advisors
Missouri
$183M -$353K -2,781 -0.2%
MWM
60
Modera Wealth Management
New Jersey
$175M -$266K -2,096 -0.1%
BIM
61
Bridges Investment Management
Nebraska
$167M +$2.32M +18,278 +1%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$165M -$65.6K -516 -0%
BFG
63
Bleakley Financial Group
New Jersey
$165M +$30.5M +240,321 +22%
Brown Advisory
64
Brown Advisory
Maryland
$163M +$32.8M +258,263 +25%
Creative Planning
65
Creative Planning
Kansas
$156M +$57.8K +455 +0%
AF
66
Allworth Financial
California
$155M -$30.4K -239 -0%
MEPT
67
Missouri Education Pension Trust
Missouri
$151M +$49.1M +386,453 +47%
FMII
68
Farmers & Merchants Investments Inc
Nebraska
$151M +$3.94M +30,981 +3%
MML Investors Services
69
MML Investors Services
Massachusetts
$150M -$18.5M -145,911 -11%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$147M
UCFA
71
United Capital Financial Advisors
Texas
$145M -$3.67M -28,913 -2%
AssetMark Inc
72
AssetMark Inc
California
$143M -$580K -4,564 -0.4%
Franklin Resources
73
Franklin Resources
California
$140M +$7.72M +60,764 +6%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$132M +$15.6M +122,849 +13%
Victory Capital Management
75
Victory Capital Management
Texas
$131M +$18.8M +148,008 +16%

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.