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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
PPA
176
Painted Porch Advisors
California
$40.1M -$1.48M -11,665 -3%
FFA
177
Fi3 Financial Advisors
Indiana
$39.9M +$2.41M +18,947 +6%
SILC
178
Starr Indemnity & Liability Company
New York
$39.9M
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$39.9M -$7.84M -61,739 -16%
JWA
180
JFS Wealth Advisors
Pennsylvania
$39.6M +$24.6K +194 +0.1%
FNT
181
First National Trust
Pennsylvania
$39.6M -$2.29M -18,061 -5%
MFG
182
Magnus Financial Group
New York
$39.6M +$1.44M +11,297 +4%
Calamos Advisors
183
Calamos Advisors
Illinois
$38.8M +$38.2M +300,981 +2,619%
FFS
184
Founders Financial Securities
Maryland
$38.7M +$4.29M +33,742 +13%
ODIJL
185
One Day In July LLC
Vermont
$38.6M -$952K -7,491 -2%
ASN
186
Advisory Services Network
Georgia
$38.2M -$113K -891 -0.3%
LA
187
Legacy Advisors
Pennsylvania
$37.8M +$4.28M +33,700 +12%
CFO
188
Colony Family Offices
North Carolina
$37.7M +$189K +1,485 +0.5%
GLLW
189
Graves Light Lenhart Wealth
Virginia
$37.6M +$1.24M +9,780 +3%
CWM
190
Calamos Wealth Management
Illinois
$37.4M +$1.48M +11,636 +4%
UFAC
191
Urban Financial Advisory Corp
Illinois
$36.9M +$32.1M +252,543 +574%
FTWA
192
Fifth Third Wealth Advisors
Ohio
$36.6M +$141K +1,113 +0.4%
OC
193
Oppenheimer & Co
New York
$36.4M +$43.3K +341 +0.1%
FA
194
Fiducient Advisors
Illinois
$35.7M +$17.4M +136,954 +91%
GC
195
Guidance Capital
Kentucky
$35.2M +$903K +7,105 +3%
AFG
196
Albion Financial Group
Utah
$35.1M +$112K +884 +0.3%
RFA
197
RTD Financial Advisors
Pennsylvania
$35M -$455K -3,582 -1%
CIA
198
Capital Investment Advisors
Georgia
$34.6M -$476K -3,746 -1%
FEG
199
Financial Enhancement Group
Indiana
$34.6M +$701K +5,516 +2%
VA
200
Valmark Advisers
Ohio
$34.5M -$1.36M -10,736 -4%

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.