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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
GBFP
2526
Golden Bell Financial Planning
Georgia
$227K +$210K +1,530 New
ECAM
2527
East Coast Asset Management
Massachusetts
$227K +$210K +1,528 New
CFS
2528
Cannon Financial Strategists
Georgia
$226K +$209K +1,523 New
APIM
2529
Agate Pass Investment Management
Washington
$226K +$209K +1,521 New
WIA
2530
Westbourne Investment Advisors
Maryland
$225K +$209K +1,520 New
HFO
2531
Heritage Family Offices
Arizona
$225K -$99.9K -728 -32%
PEWA
2532
Pacific Excel Wealth Advisors
California
$225K +$208K +1,515 New
AWM
2533
Alterna Wealth Management
Texas
$224K -$54.6K -398 -21%
SFG
2534
Snider Financial Group
Washington
$224K +$207K +1,508 New
CCP
2535
Cane Capital Partners
Louisiana
$223K +$206K +1,504 New
DI
2536
Disciplined Investors
Texas
$222K +$205K +1,496 New
AA
2537
Aire Advisors
California
$222K +$205K +1,494 New
LSA
2538
L & S Advisors
California
$222K +$205K +1,494 New
JSSH
2539
J. Safra Sarasin Holding
$221K +$205K +1,493 New
NA
2540
Novus Advisors
South Carolina
$221K +$204K +1,490 New
FDDB
2541
Fidelity D&D Bancorp
Pennsylvania
$221K +$204K +1,487 New
PA
2542
Prairie Advisory
Kansas
$220K +$203K +1,481 New
ANB
2543
Amarillo National Bank
Texas
$219K +$203K +1,480 New
THL
2544
Tillman Hartley LLC
Colorado
$219K +$203K +1,478 New
TFA
2545
TPG Financial Advisors
Oregon
$218K +$202K +1,473 New
SIA
2546
Strategic Investment Advisors
Michigan
$217K -$101K -734 -33%
AIA
2547
Accelerate Investment Advisors
California
$217K +$201K +1,464 New
M
2548
MATAURO
New York
$217K -$415K -3,022 -67%
TWA
2549
Trellis Wealth Advisors
California
$216K +$200K +1,454 New
CVA
2550
Central Valley Advisors
California
$215K +$199K +1,450 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.