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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
SWM
151
Stockman Wealth Management
Montana
$47.1M +$1.94M +15,305 +4%
TCIIS
152
TIAA-CREF Individual & Institutional Services
New York
$46.9M +$48M +377,629 New
CIA
153
Concurrent Investment Advisors
Florida
$46.9M +$2.27M +17,877 +5%
CTA
154
Chesley Taft & Associates
Illinois
$46M +$607K +4,780 +1%
IA
155
IFG Advisors
Missouri
$45.6M +$729K +5,736 +2%
BCM
156
Becker Capital Management
Oregon
$45.5M -$7.59M -59,726 -14%
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$45.4M +$18.3M +144,170 +65%
VCM
158
Vision Capital Management
Oregon
$45.2M -$5.81M -45,717 -11%
UBV
159
United Bank (Virginia)
Virginia
$45.1M -$3.78M -29,790 -8%
MA
160
MCF Advisors
Kentucky
$45M +$3.2M +25,153 +7%
FAM
161
Frontier Asset Management
Wyoming
$44.6M +$803K +6,318 +2%
OCG
162
Opus Capital Group
Ohio
$44.4M -$133K -1,047 -0.3%
SA
163
Sanctuary Advisors
Indiana
$44M +$1.06M +8,344 +2%
PA
164
Planning Alternatives
Michigan
$43.8M +$518K +4,074 +1%
BP
165
Ballentine Partners
Massachusetts
$43.1M -$1.07M -8,456 -2%
PRA
166
Pine Ridge Advisers
New York
$42.8M
TC
167
Trilogy Capital
California
$42.6M +$7.52M +59,207 +21%
FFBTD
168
First Financial Bank - Trust Division
Ohio
$42.3M +$3.21M +25,275 +8%
BCI
169
Brinker Capital Investments
Pennsylvania
$41.9M +$3.24M +25,476 +8%
AWA
170
Amplius Wealth Advisors
Pennsylvania
$41.8M +$1.13M +8,867 +3%
ERWM
171
Elk River Wealth Management
Colorado
$41.7M +$309K +2,431 +0.7%
WTC
172
WhitTier Trust Company
Nevada
$41.2M +$4.69M +36,923 +13%
SIC
173
Shoker Investment Counsel
Ohio
$40.7M -$429K -3,373 -1%
SFS
174
Summit Financial Strategies
Ohio
$40.2M +$5.31M +41,820 +15%
EWA
175
EP Wealth Advisors
California
$40.2M -$1.09M -8,600 -3%

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.