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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
ACGA
126
Atlanta Consulting Group Advisors
Georgia
$57M +$5.02M +39,494 +9%
AWM
127
Axxcess Wealth Management
California
$56.8M -$1.74M -13,732 -3%
OC
128
Oakworth Capital
Alabama
$56.8M +$25.3M +199,259 +77%
SWP
129
Stratos Wealth Partners
Ohio
$55.9M +$1.33M +10,488 +2%
IAA
130
Independent Advisor Alliance
North Carolina
$55.3M +$55M +433,258 +3,810%
FBB
131
Fulton Breakefield Broenniman
Maryland
$54.6M +$12.9M +101,599 +30%
CAAS
132
Capital Asset Advisory Services
Michigan
$54.2M -$1.7M -13,402 -3%
SWM
133
SigFig Wealth Management
California
$53.9M +$3.85M +30,299 +8%
FT
134
Fiduciary Trust
Massachusetts
$52.9M -$1.85M -14,571 -3%
R
135
Rebalance
California
$52.8M +$50.1K +394 +0.1%
SWM
136
SilverOak Wealth Management
Minnesota
$52.1M +$1.05M +8,268 +2%
LWMT
137
Legacy Wealth Management (Tennessee)
Tennessee
$51.5M -$561K -4,418 -1%
Jane Street
138
Jane Street
New York
$51.4M +$52M +408,936 +9,506%
AIA
139
Ally Invest Advisors
North Carolina
$51.2M +$1.77M +13,937 +4%
BM
140
Berman McAleer
Maryland
$50.7M +$216K +1,698 +0.4%
ACM
141
Arcataur Capital Management
Wisconsin
$50.2M +$2.21M +17,415 +5%
William Blair & Company
142
William Blair & Company
Illinois
$50.1M +$7.45M +58,648 +17%
Citigroup
143
Citigroup
New York
$49.7M -$435K -3,423 -0.8%
PFPG
144
Pinnacle Financial Partners (Georgia)
Georgia
$49.6M +$919K +7,237 +2%
PS
145
Principal Securities
Iowa
$49.3M +$4.49M +35,379 +10%
NYLIM
146
New York Life Investment Management
New York
$49.1M -$303K -2,382 -0.6%
CI
147
Conning Inc
Connecticut
$48.7M +$1.54M +12,098 +3%
MCM
148
Maple Capital Management
Vermont
$48.2M +$119K +936 +0.2%
AF
149
Arrow Financial
New York
$47.9M +$3.75M +29,509 +8%
RWM
150
RKL Wealth Management
Pennsylvania
$47.5M -$3.75M -29,493 -7%

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.