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iShares Core S&P Small-Cap ETF

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: 312332 (+20)

4% more capital invested

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

0% more funds holding

Funds holding: 2,7212,734 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JAA
1226
Joel Adams & Associates
North Carolina
$1.93M -$141K -1,107 -7%
IP
1227
Indivisible Partners
Florida
$1.93M -$122K -963 -6%
CIA
1228
Choate Investment Advisors
Massachusetts
$1.93M -$45.4K -357 -2%
WMWM
1229
Wilkins Miller Wealth Management
Alabama
$1.92M +$229K +1,803 +13%
NB
1230
NBT Bank
New York
$1.91M +$186K +1,465 +11%
ABWM
1231
Alpine Bank Wealth Management
Colorado
$1.91M -$49.2K -387 -2%
RBFC
1232
Roman Butler Fullerton & Co
Missouri
$1.91M -$65.2K -513 -3%
GWM
1233
GSB Wealth Management
Connecticut
$1.9M +$16.6K +131 +0.9%
MB
1234
MidFirst Bank
Oklahoma
$1.9M -$63.6K -501 -3%
CA
1235
Cambridge Advisors
Nebraska
$1.9M +$254 +2 +0%
Ensign Peak Advisors
1236
Ensign Peak Advisors
Utah
$1.89M +$1.93M +15,166 New
RWM
1237
Rockwood Wealth Management
Pennsylvania
$1.88M -$7.5K -59 -0.4%
CT
1238
Coastline Trust
Rhode Island
$1.88M -$330K -2,599 -15%
PIM
1239
Penobscot Investment Management
Massachusetts
$1.87M -$8.89K -70 -0.5%
HNWAG
1240
High Net Worth Advisory Group
Florida
$1.87M -$121K -953 -6%
KL
1241
Keenan LLC
Massachusetts
$1.87M -$885K -6,965 -32%
BWA
1242
BlueSky Wealth Advisors
North Carolina
$1.87M +$27.7K +218 +1%
RM
1243
RCW Management
Florida
$1.86M -$199K -1,565 -9%
BIM
1244
Baldwin Investment Management
Pennsylvania
$1.85M +$17.9K +141 +1%
QWM
1245
Quadcap Wealth Management
Texas
$1.85M -$89.8K -707 -5%
Bank Julius Baer & Co
1246
Bank Julius Baer & Co
Switzerland
$1.84M +$1.65M +13,021 +727%
BPC
1247
Bearing Point Capital
Minnesota
$1.84M -$245K -1,930 -12%
CCM
1248
Colorado Capital Management
Colorado
$1.83M -$44.1K -347 -2%
IPW
1249
Intergy Private Wealth
Colorado
$1.82M +$17.1K +135 +0.9%
SC
1250
Steph & Co
Wisconsin
$1.82M -$458K -3,604 -20%

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.