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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
SAM
1151
Synergy Asset Management
Washington
$2.29M +$1.77M +13,920 +311%
CWAF
1152
Core Wealth Advisors (Florida)
Florida
$2.29M -$93.2K -734 -4%
HWMT
1153
Heritage Wealth Management (Texas)
Texas
$2.28M -$346K -2,724 -13%
EW
1154
Evoke Wealth
California
$2.28M -$41.7K -328 -2%
SCA
1155
St. Clair Advisors
Ohio
$2.28M +$246K +1,933 +12%
EW
1156
Expressive Wealth
Illinois
$2.27M -$248K -1,950 -11%
DFA
1157
Delta Financial Advisors
Louisiana
$2.27M – – –
NFP
1158
Narus Financial Partners
Utah
$2.27M -$137K -1,078 -6%
BFS
1159
Bradley Foster & Sargent
Connecticut
$2.27M -$45.4K -357 -2%
SAM
1160
Smartleaf Asset Management
Massachusetts
$2.26M -$276K -2,170 -10%
OCWP
1161
Owl Creek Wealth Partners
Colorado
$2.26M +$2.31M +18,200 New
SFMG
1162
Sage Financial Management Group
Virginia
$2.26M -$8K -63 -0.3%
IF
1163
Intrua Financial
Texas
$2.26M -$38.5K -303 -2%
EB
1164
Eastern Bank
Massachusetts
$2.25M +$156K +1,225 +7%
QT
1165
Quantbot Technologies
New York
$2.24M +$2.29M +18,056 New
AWM
1166
Accurate Wealth Management
Florida
$2.24M +$119K +933 +6%
AA
1167
Armis Advisers
Georgia
$2.22M +$66.1K +520 +3%
RWP
1168
Revolve Wealth Partners
New Jersey
$2.22M -$188K -1,483 -8%
DWA
1169
Dougherty Wealth Advisers
Minnesota
$2.2M – – –
SS
1170
SBI Securities
Japan
$2.2M +$33.9K +267 +2%
FB
1171
Fulton Bank
Pennsylvania
$2.2M +$242K +1,902 +12%
SPF
1172
South Plains Financial
Texas
$2.19M +$284K +2,232 +14%
OWP
1173
Obermeyer Wealth Partners
Colorado
$2.19M -$23.6K -186 -1%
SFG
1174
SevenBridge Financial Group
Pennsylvania
$2.19M -$122K -963 -6%
SF
1175
SWP Financial
California
$2.18M +$44.7K +352 +2%
45 46
47
48 49

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.