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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
ZF
1176
Zhang Financial
Michigan
$2.17M +$9.02K +71 +0.4%
AFG
1177
ABLE Financial Group
Arizona
$2.16M +$262K +2,061 +13%
MFS
1178
McNamara Financial Services
Massachusetts
$2.16M -$59.1K -465 -3%
QCM
1179
QRG Capital Management
Illinois
$2.16M +$1.11M +8,719 +101%
V
1180
ViaWealth
Kansas
$2.15M +$381 +3 +0%
EFG
1181
Ethos Financial Group
Pennsylvania
$2.14M +$369K +2,902 +20%
KBFS
1182
Kohmann Bosshard Financial Services
Ohio
$2.13M -$20.5K -161 -0.9%
CFP
1183
Cypress Financial Planning
New Jersey
$2.12M +$128K +1,010 +6%
SWM
1184
Shelton Wealth Management
Texas
$2.11M -$199K -1,569 -8%
MIC
1185
Means Investment Company
Maine
$2.1M -$29.3K -231 -1%
FGWP
1186
Founders Grove Wealth Partners
Virginia
$2.1M -$120K -947 -5%
SC
1187
Scotia Capital
Ontario, Canada
$2.1M -$17.1K -135 -0.8%
CAL
1188
Capital Advisors Ltd
Ohio
$2.09M +$46.8K +368 +2%
I
1189
INVST
Indiana
$2.09M +$627K +4,937 +42%
FWMP
1190
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.09M -$236K -1,858 -10%
SIM
1191
Stratos Investment Management
Ohio
$2.09M -$84.9K -668 -4%
SLC
1192
Second Line Capital
Louisiana
$2.09M -$252K -1,985 -12%
OCA
1193
OpenArc Corporate Advisory
Georgia
$2.08M +$173K +1,361 +9%
TWM
1194
Thrive Wealth Management
Pennsylvania
$2.07M +$381 +3 +0%
RSVP
1195
Ramsay Stattman Vela & Price
Colorado
$2.06M +$164K +1,289 +8%
PI
1196
PFG Investments
New York
$2.06M -$141K -1,107 -6%
FFWA
1197
FRG Family Wealth Advisors
Washington
$2.05M -$95.3K -750 -4%
PIMG
1198
Patriot Investment Management Group
Tennessee
$2.05M – – –
UWP
1199
Uniting Wealth Partners
Kansas
$2.05M +$2.92K +23 +0.1%
CTA
1200
Camelot Technology Advisors
California
$2.05M -$139K -1,095 -6%
46 47
48
49 50

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.