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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
IFWM
1276
Institute for Wealth Management
Colorado
$1.72M +$356K +2,800 +25%
AC
1277
AWM Capital
Arizona
$1.72M +$127 +1 +0%
OBGC
1278
O'Brien Greene & Co
Pennsylvania
$1.72M -$15.9K -125 -0.9%
IJWM
1279
Inman Jager Wealth Management
Mississippi
$1.72M +$415K +3,267 +31%
WA
1280
Wilshire Advisors
California
$1.71M -$97.4K -767 -5%
PAM
1281
Peak Asset Management
Colorado
$1.71M +$14.6K +115 +0.8%
WA
1282
WP Advisors
California
$1.71M +$6.99K +55 +0.4%
TWA
1283
Talisman Wealth Advisors
New Jersey
$1.71M -$562K -4,426 -24%
AW
1284
Avion Wealth
Texas
$1.71M -$22.2K -175 -1%
RIA
1285
Retirement Investment Advisors
Oklahoma
$1.7M +$8.13K +64 +0.5%
ES
1286
Eagle Strategies
New York
$1.7M +$16.4K +129 +1%
TFM
1287
TFC Financial Management
Massachusetts
$1.7M +$110K +863 +7%
RCG
1288
Regatta Capital Group
California
$1.7M +$9.27K +73 +0.5%
RIG
1289
RiverFront Investment Group
Virginia
$1.69M +$864K +6,801 +100%
PGA
1290
Portland Global Advisors
Maine
$1.68M -$54K -425 -3%
FVWA
1291
Foster Victor Wealth Advisors
South Carolina
$1.68M -$19.8K -156 -1%
ADL
1292
Asset Dedication LLC
California
$1.67M -$762 -6 -0%
KWA
1293
Kellett Wealth Advisors
Ohio
$1.67M -$8.38K -66 -0.5%
QFA
1294
Quattro Financial Advisors
Texas
$1.66M -$226K -1,778 -12%
YAIA
1295
Yanni & Associates Investment Advisors
Pennsylvania
$1.66M +$18.7K +147 +1%
BAAM
1296
Baker Avenue Asset Management
California
$1.66M +$266K +2,094 +19%
Fisher Asset Management
1297
Fisher Asset Management
Washington
$1.66M +$247K +1,942 +17%
IAS
1298
Integrity Advisory Solutions
Texas
$1.65M -$11.5M -90,798 -87%
CFFP
1299
Center for Financial Planning
Michigan
$1.64M -$42.9K -338 -2%
OW
1300
Olistico Wealth
Oklahoma
$1.64M -$61.2K -482 -4%
50 51
52
53 54

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.