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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
AIA
2601
AIMZ Investment Advisors
California
$201K +$186K +1,353 New
DCA
2602
DB&C Advisors
Michigan
$200K +$185K +1,350 New
CFS
2603
CGC Financial Services
Oregon
$200K
DIP
2604
DT Investment Partners
Pennsylvania
$194K
CJ
2605
Caitlin John
Michigan
$193K +$6.31K +46 +4%
CICI
2606
Capital Investment Counsel Inc
North Carolina
$192K +$110K +800 +161%
PCMNC
2607
Piedmont Capital Management (North Carolina)
North Carolina
$190K
MCM
2608
Manchester Capital Management
Vermont
$188K +$60.1K +438 +53%
AT
2609
Avalon Trust
New Mexico
$184K +$29K +211 +20%
SIM
2610
Sims Investment Management
Ohio
$183K +$184K +1,342 New
LWM
2611
Lodestone Wealth Management
Washington
$183K +$412 +3 +0.2%
WA
2612
Walsh & Associates
Florida
$179K
MCM
2613
Mill Capital Management
North Carolina
$178K
BHWM
2614
Beaird Harris Wealth Management
Texas
$176K -$9.47K -69 -5%
GTAM
2615
Global Trust Asset Management
Florida
$173K -$11.9K -87 -7%
FA
2616
Fedenia Advisers
Wisconsin
$173K +$160K +1,167 New
HWA
2617
HHM Wealth Advisors
Tennessee
$169K +$137 +1 +0.1%
Loomis, Sayles & Company
2618
Loomis, Sayles & Company
Massachusetts
$165K -$222K -1,618 -59%
AW
2619
Ankerstar Wealth
Texas
$163K -$137 -1 -0.1%
GWM
2620
Gilpin Wealth Management
Colorado
$161K +$32.9K +240 +28%
NAMP
2621
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$159K +$151K +1,100 New
AA
2622
Addison Advisors
Vermont
$157K -$9.2K -67 -6%
PWMG
2623
Prestige Wealth Management Group
New Jersey
$156K +$5.49K +40 +4%
BA
2624
Ballast Advisors
Minnesota
$156K
ICM
2625
Islay Capital Management
Texas
$153K

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.