iShares S&P Small-Cap 600 Value ETF
849 hedge funds and large institutions have $4.76B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 236 increasing their positions, 292 reducing their positions, and 52 closing their positions.
549% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $272K
58% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 52
19% more capital invested
Capital invested by funds: $4B → $4.76B (+$764M)
6.02% more ownership
Funds ownership: 59.32% → 65.35% (+6%)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1% more funds holding
Funds holding: 839 → 849 (+10)
19% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 292
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sherman Porfolios
Coeur D'alene,
Idaho
|
+$234M |
| 2 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$112M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$49.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.4M |
| 5 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$15.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$10.6M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$8.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GK
901
Graney & King
Latham,
New York
| – | -$4.86K | -43 | Closed |
|
|
EPG
902
Estate Planners Group
Yardley,
Pennsylvania
| – | -$3.27K | -29 | Closed |
|
903
Simplex Trading
Chicago,
Illinois
| – | -$568 | -5 | Closed |
|
IJS Hedge Fund Activity: Q1 2026 in Review
849 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2026, worth a combined $4.76B — up 19% from $4B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IJS positions and 52 closed out — a net gain of 30 holders — while 236 added to existing stakes and 292 trimmed.
The largest buyer was Sherman Porfolios, opening a new position worth an estimated $234M. The largest seller was GW Henssler & Associates, cutting an estimated $15.5M.
- 849 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2026, up from 839 in Q4 2025.
- Funds reported $4.76B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2026, up 19% quarter-over-quarter.
- 82 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2026 and 52 closed out, a net change of +30 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2026 was Sherman Porfolios, an estimated $234M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2026 was GW Henssler & Associates, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2026.