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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
SP
2451
Stonebrook Private
Michigan
$216K +$254 +2 +0.1%
SO
2452
Sierra Ocean
California
$215K -$13.7K -108 -6%
TF
2453
TME Financial
California
$215K -$127 -1 -0.1%
IWM
2454
Integris Wealth Management
California
$214K
NWAG
2455
Net Worth Advisory Group
Utah
$213K -$2.29K -18 -1%
MP
2456
McDonald Partners
Ohio
$212K
WWM
2457
Whalen Wealth Management
Nevada
$212K -$10.8K -85 -5%
DW30
2458
Drucker Wealth 3.0
New Jersey
$212K +$254 +2 +0.1%
DWM
2459
Dopkins Wealth Management
New York
$212K -$125K -987 -37%
RIP
2460
RAM Investment Partners
Washington
$212K
SF
2461
Strategent Financial
Virginia
$212K
BA
2462
Bridgewater Advisors
New York
$211K -$1.02K -8 -0.5%
NWM
2463
Navigate Wealth Management
Alabama
$211K +$198K +1,559 New
CA
2464
Commerce Advisors
Tennessee
$210K +$215K +1,691 New
DA
2465
Detalus Advisors
Missouri
$210K -$5.08K -40 -2%
OWM
2466
Opes Wealth Management
California
$209K
KJWM
2467
Kiley Juergens Wealth Management
Washington
$209K +$213K +1,680 New
TWM
2468
Topsail Wealth Management
North Carolina
$209K +$127 +1 +0.1%
GWP
2469
Gen-Wealth Partners
Michigan
$209K +$381 +3 +0.2%
BOPW
2470
Brandywine Oak Private Wealth
Pennsylvania
$208K -$54K -425 -20%
JWM
2471
Jacksonville Wealth Management
Florida
$208K
SWM
2472
Selective Wealth Management
Virginia
$208K -$7.5K -59 -4%
IWAO
2473
Independence Wealth Advisors (Ohio)
Ohio
$208K
AGP
2474
Aspire Growth Partners
Florida
$208K +$212K +1,672 New
AWP
2475
Ascent Wealth Partners
New York
$207K -$27.4K -216 -11%

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.