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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
SWA
2576
Sightline Wealth Advisors
Connecticut
$207K +$192K +1,396 New
3FI
2577
3 Factor Indexing
California
$207K
BCMLT
2578
Beacon Capital Management LLC (Tennessee)
Tennessee
$207K -$64K -466 -25%
TCM
2579
TABR Capital Management
California
$207K +$191K +1,393 New
EP
2580
Essential Partners
California
$206K -$14K -102 -7%
CW
2581
Cedarwood Wealth
Colorado
$206K +$191K +1,391 New
PPC
2582
Pennington Partners & Co
Maryland
$206K +$190K +1,388 New
BBA
2583
Braun-Bostich & Associates
Pennsylvania
$205K +$190K +1,385 New
RFA
2584
Register Financial Advisors
Georgia
$205K +$39.9K +291 +27%
GC
2585
GFG Capital
Florida
$204K -$126K -916 -40%
GA
2586
Gordian Advisors
Arizona
$204K +$188K +1,373 New
TI
2587
Trexquant Investment
Connecticut
$203K +$188K +1,371 New
AC
2588
Annandale Capital
Texas
$203K +$188K +1,371 New
TC
2589
Tannin Capital
North Carolina
$203K +$188K +1,368 New
CCMI
2590
Creative Capital Management Investments
California
$203K +$12.8K +93 +7%
G
2591
GenTrust
Florida
$203K +$188K +1,368 New
TCOTS
2592
Trust Company of the South
North Carolina
$203K -$77.8K -567 -29%
MPIA
2593
Milestones Private Investment Advisors
New York
$203K +$187K +1,366 New
MAM
2594
McLean Asset Management
Virginia
$202K +$190K +1,388 New
OPF
2595
Old Peak Finance
North Carolina
$202K -$81.4K -593 -30%
FAL
2596
Focused Alpha LLC
Colorado
$202K +$187K +1,360 New
GAM
2597
Griffin Asset Management
New York
$202K +$187K +1,360 New
RWM
2598
Raffa Wealth Management
District of Columbia
$202K
CFO
2599
Cambient Family Office
Michigan
$202K -$2.2K -16 -1%
BFF
2600
Byrne Financial Freedom
Massachusetts
$201K -$40.2K -293 -18%

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.