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iShares Core S&P Small-Cap ETF

2,829 hedge funds and large institutions have $83.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 221 funds opening new positions, 1,123 increasing their positions, 1,136 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 85

21% more capital invested

Capital invested by funds: $68.8B → $83.6B (+$14.8B)

5% more funds holding in top 10

Funds holding in top 10: 335353 (+18)

3% more funds holding

Funds holding: 2,7472,829 (+82)

0.6% more ownership

Funds ownership: 74.61%75.21% (+0.6%)

1% less repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,136

22% less call options, than puts

Call options by funds: $64.1M | Put options by funds: $82.5M

Holders
2,829
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
34.19%
Holding in Top 10
353
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.37%
% of All Funds
4.27%
New
221
Increased
1,123
Reduced
1,136
Closed
85
Calls
$64.1M
Puts
$82.5M
Net Calls
-$18.4M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
2476
WoodTrust Financial
Wisconsin
$244K -$50.4K -367 -18%
WA
2477
Waystone Advisors
Washington
$244K +$226K +1,645 New
EWA
2478
Exit Wealth Advisors
Georgia
$244K +$226K +1,644 New
AWA
2479
Archvest Wealth Advisors
California
$244K
AR
2480
Apeiron RIA
Texas
$244K +$3.98K +29 +2%
VWA
2481
VERITY Wealth Advisors
United States
$243K
DTC
2482
Davidson Trust Company
Washington
$243K +$225K +1,639 New
SWA
2483
SFMG Wealth Advisors
Texas
$243K +$225K +1,639 New
IDA
2484
Intelligence Driven Advisers
California
$243K +$225K +1,637 New
OWM
2485
Orca Wealth Management
Florida
$242K +$224K +1,632 New
T
2486
Tidemark
California
$241K -$274 -2 -0.1%
CVM
2487
Cheviot Value Management
California
$241K
JIR
2488
James Investment Research
Ohio
$240K
CWM
2489
CMH Wealth Management
New Hampshire
$240K +$222K +1,619 New
BIA
2490
Beacon Investment Advisors
Maryland
$240K -$137 -1 -0.1%
LG
2491
Leuthold Group
Minnesota
$240K +$222K +1,618 New
BAM
2492
Beaumont Asset Management
Texas
$240K
MWA
2493
Monograph Wealth Advisors
California
$240K
Kayne Anderson Rudnick Investment Management
2494
Kayne Anderson Rudnick Investment Management
California
$239K +$3.98K +29 +2%
MAG
2495
MRA Advisory Group
New Jersey
$239K
FMTCOCP
2496
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K -$54.9K -400 -20%
MWM
2497
Meritas Wealth Management
California
$239K +$221K +1,610 New
PIA
2498
Panoramic Investment Advisors
Colorado
$238K +$220K +1,606 New
GAA
2499
Global Assets Advisory
Florida
$237K +$219K +1,595 New
BW
2500
Basepoint Wealth
Iowa
$236K +$686 +5 +0.3%

IJR Hedge Fund Activity: Q2 2026 in Review

2,829 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2026, worth a combined $83.6B — up 21% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new IJR positions and 85 closed out — a net gain of 136 holders — while 1,123 added to existing stakes and 1,136 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $392M. The largest seller was Envestnet Asset Management, cutting an estimated $229M.

  • 2,829 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2026, up from 2,747 in Q1 2026.
  • Funds reported $83.6B of iShares Core S&P Small-Cap ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 221 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +136 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $392M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2026.