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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
APCM
101
Alaska Permanent Capital Management
Alaska
$75.7M +$3.74M +29,438 +5%
SFG
102
Sage Financial Group
Pennsylvania
$75.3M +$1.74M +13,689 +2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$75.1M +$4.41M +34,728 +6%
MWM
104
Mission Wealth Management
California
$74.4M -$1.1M -8,651 -1%
KA
105
Klingman & Associates
New York
$73.7M +$3.22M +25,363 +4%
NA
106
NewEdge Advisors
Louisiana
$72.9M -$1.56M -12,289 -2%
SIC
107
Sigma Investment Counselors
Michigan
$69.2M -$2.43M -19,143 -3%
SLT
108
St Louis Trust
Missouri
$68.3M -$1.6M -12,614 -2%
UB
109
UMB Bank
Missouri
$68.2M -$3.43M -27,004 -5%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$67.9M +$779K +6,129 +1%
JIC
111
Johnson Investment Counsel
Ohio
$67.4M +$5.99M +47,163 +10%
BF
112
BOK Financial
Oklahoma
$67M +$550K +4,326 +0.8%
PAG
113
Private Advisor Group
New Jersey
$66.1M +$704K +5,543 +1%
GT
114
Greenleaf Trust
Michigan
$65M -$3.59M -28,275 -5%
HI
115
Horizon Investments
North Carolina
$64.8M +$34.4M +270,705 +108%
AllianceBernstein
116
AllianceBernstein
Tennessee
$63.2M +$1.67M +13,110 +3%
CWM
117
Connecticut Wealth Management
Connecticut
$62.9M -$4.76M -37,505 -7%
WA
118
Wealth Architects
California
$62.9M +$1.2M +9,435 +2%
FBFS
119
First Business Financial Services
Wisconsin
$62.3M +$1.05M +8,230 +2%
CA
120
Clearstead Advisors
Ohio
$61.1M -$6.35K -50 -0%
CWM
121
Cahaba Wealth Management
Georgia
$59.4M +$2.12M +16,724 +4%
AWM
122
Abound Wealth Management
Tennessee
$58.2M +$3M +23,587 +5%
BBHC
123
Brown Brothers Harriman & Co
New York
$57.9M -$4.57K -36 -0%
BBA
124
BLB&B Advisors
Pennsylvania
$57.9M -$1.83M -14,401 -3%
BSB
125
Bangor Savings Bank
Maine
$57.5M -$2.63M -20,667 -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.