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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
PCI
2551
Planning Center Inc
Illinois
$215K +$199K +1,449 New
OBWG
2552
Onyx Bridge Wealth Group
New York
$215K +$199K +1,448 New
TA
2553
TrueWealth Advisors
Alabama
$214K +$198K +1,442 New
IAP
2554
Indie Asset Partners
Indiana
$214K +$198K +1,440 New
AFA
2555
Arlington Financial Advisors
California
$213K +$197K +1,439 New
BPWM
2556
BCS Private Wealth Management
New Jersey
$213K +$197K +1,438 New
TAWM
2557
Three Arch Wealth Management
California
$213K +$197K +1,437 New
TIA
2558
Traphagen Investment Advisors
New Jersey
$213K +$197K +1,436 New
FLA
2559
Financial Life Advisors
Texas
$212K +$196K +1,429 New
OAS
2560
Optivise Advisory Services
Tennessee
$210K +$195K +1,419 New
LWM
2561
LJI Wealth Management
Indiana
$210K +$194K +1,416 New
KV
2562
Kickstand Ventures
New York
$210K +$194K +1,414 New
BC
2563
Burney Company
Virginia
$210K +$194K +1,413 New
TWM
2564
Triton Wealth Management
Arizona
$209K -$20.9K -152 -9%
PWM
2565
Paulson Wealth Management
Illinois
$209K +$194K +1,410 New
SIG
2566
Sky Investment Group
Connecticut
$209K
4WM
2567
4J Wealth Management
Virginia
$209K -$62.2K -453 -24%
EFH
2568
Eaton Financial Holdings
Florida
$209K -$915K -6,671 -83%
FF
2569
Foundry Financial
California
$209K -$60.8K -443 -24%
VWM
2570
Vertrix Wealth Management
Michigan
$209K +$193K +1,407 New
AP
2571
Atwood & Palmer
Missouri
$209K
PRP
2572
Peak Retirement Planning
Ohio
$209K +$193K +1,406 New
WFA
2573
WestHill Financial Advisors
California
$208K +$193K +1,404 New
RFN
2574
Redwood Financial Network
Ohio
$207K +$192K +1,398 New
APA
2575
Astoria Portfolio Advisors
New York
$207K +$192K +1,397 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.