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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
FF
2501
Farrell Financial
New York
$236K +$218K +1,590 New
MWM
2502
MY Wealth Management
Maryland
$236K -$90K -656 -29%
BAG
2503
Bauman Advisory Group
Nevada
$236K -$126K -919 -37%
ODFS
2504
O'Donnell Financial Services
California
$235K +$218K +1,586 New
CWM
2505
ClientFirst Wealth Management
Arkansas
$234K +$217K +1,580 New
MPW
2506
Magnolia Private Wealth
Pennsylvania
$234K +$217K +1,579 New
TWIM
2507
TIAA Wealth Investment Management
New York
$234K +$47.5K +346 +28%
G
2508
GuidedMoney
Wisconsin
$233K +$216K +1,573 New
SWM
2509
Selective Wealth Management
Virginia
$233K +$7.27K +53 +3%
AF
2510
Align Financial
Minnesota
$232K
JGIA
2511
Jackson Grant Investment Advisers
Connecticut
$232K
SCM
2512
Saxony Capital Management
Missouri
$232K +$214K +1,562 New
CCG
2513
Cypress Capital Group
Florida
$231K +$213K +1,555 New
OCPWS
2514
One Charles Private Wealth Services
Massachusetts
$230K +$213K +1,551 New
WF
2515
Warner Financial
Maryland
$230K +$213K +1,551 New
OHIS
2516
Oak Harvest Investment Services
Texas
$230K +$213K +1,549 New
WQ
2517
Wealth Quarterback
New Jersey
$230K +$212K +1,548 New
WFP
2518
Wrenne Financial Planning
Kentucky
$229K +$212K +1,547 New
OWMIAS
2519
One Wealth Management Investment & Advisory Services
Florida
$229K +$212K +1,543 New
JDLA
2520
J. Derek Lewis & Associates
California
$229K -$10K -73 -5%
TCTWM
2521
Three Cord True Wealth Management
Pennsylvania
$228K +$211K +1,540 New
MCCP
2522
Mission Creek Capital Partners
California
$228K +$211K +1,538 New
SIC
2523
SJS Investment Consulting
Ohio
$228K -$9.74K -71 -4%
NWM
2524
Navigate Wealth Management
Alabama
$228K
MWM
2525
Maripau Wealth Management
Indiana
$228K +$211K +1,535 New

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.