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iShares Core S&P Small-Cap ETF
IJR

2,734 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 165 funds opening new positions, 1,090 increasing their positions, 1,142 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

59% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 104

6% more funds holding in top 10

Funds holding in top 10: 312 → 332 (+20)

4% more capital invested

Capital invested by funds: $65.8B → $68.8B (+$2.94B)

0% more funds holding

Funds holding: 2,721 → 2,734 (+13)

0.22% more ownership

Funds ownership: 74.35% → 74.57% (+0.22%)

5% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,142

Holders
2,734
Holders Change
+13
Holders Change %
+0.48%
% of All Funds
33.65%
Holding in Top 10
332
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+6.41%
% of All Funds
4.09%
New
165
Increased
1,090
Reduced
1,142
Closed
104
Calls
$40M
Puts
$23.8M
Net Calls
+$16.2M
Net Calls Change
+$12.8M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$458M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$286M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$278M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$196M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$147M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$283M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$125M
3
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$124M
4
LPL Financial
LPL Financial
California
-$113M
5
AF
Ally Financial
Michigan
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1101
Lewis Asset Management
California
$2.55M -$23.5K -185 -0.9%
VA
1102
VestGen Advisors
Illinois
$2.54M +$1.67M +13,171 +237%
NCM
1103
Narwhal Capital Management
Georgia
$2.54M – – –
NPFS
1104
Novak & Powell Financial Services
Florida
$2.54M +$6.86K +54 +0.3%
CPRPA
1105
Cerity Partners Retirement Plan Advisors
New York
$2.54M +$2.59M +20,408 New
PWA
1106
Peterson Wealth Advisors
Utah
$2.53M -$1.27K -10 -0%
RFO
1107
RiverGlades Family Offices
Florida
$2.53M +$2.59M +20,363 New
DJYG
1108
David J. Yvars Group
Florida
$2.53M -$5.46K -43 -0.2%
MBWA
1109
Marin Bay Wealth Advisors
California
$2.52M -$130K -1,026 -5%
LAM
1110
LOM Asset Management
$2.51M +$60K +472 +2%
CD
1111
Chapin Davis
Maryland
$2.5M -$19.2K -151 -0.7%
PWM
1112
Pines Wealth Management
North Carolina
$2.5M -$259K -2,037 -9%
TFCP
1113
Twin Focus Capital Partners
Massachusetts
$2.5M +$139K +1,096 +6%
JWBC
1114
John W. Brooker & Co
California
$2.5M -$696K -5,477 -21%
AM
1115
AGF Management
Ontario, Canada
$2.49M -$22.2K -175 -0.9%
IMRF
1116
Illinois Municipal Retirement Fund
Illinois
$2.49M +$2.54M +20,000 New
ACM
1117
Absolute Capital Management
Pennsylvania
$2.48M +$21.1K +166 +0.8%
SWM
1118
Sentinel Wealth Management
Virginia
$2.48M +$47K +370 +2%
MFG
1119
Mann Financial Group
Minnesota
$2.48M +$280K +2,204 +12%
PWA
1120
Provenance Wealth Advisors
Florida
$2.47M -$777K -6,113 -24%
RMDI
1121
R.M. Davis Inc
Maine
$2.47M -$206K -1,620 -8%
FPTW
1122
Franklin, Parlapiano, Turner & Welch
Texas
$2.47M – – –
MAWCM
1123
Mine & Arao Wealth Creation & Management
California
$2.46M -$127 -1 -0%
Neuberger Berman Group
1124
Neuberger Berman Group
New York
$2.46M -$1.59M -12,554 -39%
Vontobel Holding
1125
Vontobel Holding
Switzerland
$2.45M +$1.42M +11,200 +132%
43 44
45
46 47

IJR Hedge Fund Activity: Q1 2026 in Review

2,734 of the 8,125 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 $65.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new IJR positions and 104 closed out — a net gain of 61 holders — while 1,090 added to existing stakes and 1,142 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $458M. The largest seller was Corient Private Wealth, cutting an estimated $283M.

  • 2,734 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2026, up from 2,721 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.
  • 165 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2026 and 104 closed out, a net change of +61 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.