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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
GBT
201
Grove Bank & Trust
Florida
$34.4M -$11.3K -89 -0%
AWA
202
Alaska Wealth Advisors
Alaska
$34.4M +$2.95M +23,231 +9%
HI
203
Hudock Inc
Pennsylvania
$34.4M +$707K +5,568 +2%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$34.3M -$180K -1,417 -0.5%
NP
205
NorthRock Partners
Minnesota
$34.2M -$351K -2,763 -1%
HW
206
Hancock Whitney
Mississippi
$33.8M -$1.51M -11,852 -5%
Lazard Asset Management
207
Lazard Asset Management
New York
$33.7M -$243K -1,913 -0.7%
BHWM
208
Bar Harbor Wealth Management
New Hampshire
$33.7M +$4.06M +31,964 +13%
HW
209
HORAN Wealth
Ohio
$33.6M +$17.8M +139,760 +100%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.5M +$10.1M +79,597 +42%
MW
211
MBL Wealth
North Carolina
$32.9M +$1.03M +8,142 +3%
LBC
212
Lowe Brockenbrough & Co
Virginia
$32.9M +$1.04M +8,198 +3%
VFA
213
Voya Financial Advisors
Connecticut
$32.9M -$2.91M -22,940 -8%
WIA
214
World Investment Advisors
California
$32.7M +$2.32M +18,232 +7%
FWCM
215
Ferguson Wellman Capital Management
Oregon
$32.6M +$33.3M +262,327 New
MAM
216
Madison Asset Management
Wisconsin
$32.4M +$1.41M +11,113 +4%
Prudential Financial
217
Prudential Financial
New Jersey
$31.6M +$4.26M +33,500 +15%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$31.3M +$1.16M +9,105 +4%
MFG
219
Merit Financial Group
Georgia
$31.3M +$885K +6,963 +3%
PWAM
220
Private Wealth Asset Management
Iowa
$30.9M +$2.08M +16,404 +7%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$30.6M -$4.24M -33,384 -12%
HWM
222
HB Wealth Management
Georgia
$30.4M -$683K -5,374 -2%
SPP
223
Single Point Partners
Massachusetts
$30.3M +$129K +1,015 +0.4%
EWS
224
Evergreen Wealth Solutions
Pennsylvania
$30M +$30.6M +241,048 New
CBU
225
CIBC Bancorp USA
Illinois
$29.9M +$30.6M +240,841 New

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.