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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
JF
1251
JSF Financial
California
$1.82M -$381K -3,001 -17%
VT
1252
Vise Technologies
New York
$1.81M
CWM
1253
Compass Wealth Management
Connecticut
$1.81M -$110K -869 -6%
SIA
1254
SeaBridge Investment Advisors
New Jersey
$1.8M
CCA
1255
Carrera Capital Advisors
Michigan
$1.8M -$29.1K -229 -2%
FAI
1256
Fiduciary Advisors Inc
Missouri
$1.79M -$19.1K -150 -1%
BWM
1257
Brown Wealth Management
Illinois
$1.79M -$944K -7,432 -34%
EA
1258
Emerald Advisors
Washington
$1.79M -$1.47M -11,599 -45%
FPW
1259
Fairvoy Private Wealth
Alabama
$1.79M +$1.82M +14,363 New
EI
1260
Ellevest Inc
New York
$1.78M -$12.3K -97 -0.7%
LWP
1261
LFG Wealth Partners
Kentucky
$1.78M +$175K +1,381 +11%
PGAM
1262
Princeton Global Asset Management
New Jersey
$1.77M +$239K +1,878 +15%
RWMG
1263
Redwood Wealth Management Group
New Jersey
$1.77M -$5.59K -44 -0.3%
RG
1264
Rathbones Group
United Kingdom
$1.77M -$17.1K -135 -0.9%
SGI
1265
Summit Global Investments
Utah
$1.76M +$705K +5,550 +64%
FPH
1266
Financial Planning Hawaii
Hawaii
$1.76M -$119K -940 -6%
GPI
1267
General Partner Inc
Pennsylvania
$1.75M
IPWA
1268
International Private Wealth Advisors
California
$1.75M +$37.2K +293 +2%
KWM
1269
Kassira Wealth Management
Tennessee
$1.75M -$566K -4,456 -24%
MBC
1270
Michael Brady & Co
Ohio
$1.75M -$6.22K -49 -0.3%
GA
1271
Goldstein Advisors
Wisconsin
$1.75M +$16.1K +127 +0.9%
BTI
1272
Blue Trust Inc
Georgia
$1.74M -$493K -3,879 -22%
BFW
1273
Brady Family Wealth
Missouri
$1.74M +$70.4K +554 +4%
CWWM
1274
Clear Wave Wealth Management
New Jersey
$1.73M +$1.77M +13,934 New
SCA
1275
Strathmore Capital Advisors
North Carolina
$1.72M +$955K +7,520 +146%

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.