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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
EK
2651
Evensky & Katz
Florida
$109K -$38.7K -282 -28%
BW
2652
Bravera Wealth
North Dakota
$108K
RL
2653
Rogco LP
Oklahoma
$106K -$1.37K -10 -1%
GA
2654
GoalVest Advisory
New York
$104K
CFG
2655
Chapman Financial Group
Hawaii
$104K
FF
2656
Frankly Finances
Florida
$102K
PP
2657
Pacifica Partners
Canada
$102K
HEIP
2658
Hudson Edge Investment Partners
New Jersey
$102K
EIP
2659
Essential Investment Partners
Colorado
$101K +$64.5K +470 +222%
FWA
2660
Flagship Wealth Advisors
Massachusetts
$97.9K +$3.43K +25 +4%
NWM
2661
Nova Wealth Management
Florida
$97.4K
KFP
2662
Kerr Financial Planning
California
$97.3K +$274 +2 +0.3%
MIM
2663
MTM Investment Management
South Carolina
$94.5K
MBFW
2664
Morton Brown Family Wealth
Pennsylvania
$94.3K
WRTC
2665
Wind River Trust Company
Wyoming
$92.7K +$85.8K +625 New
W
2666
WealthCollab
Washington
$92.5K +$16.7K +122 +24%
LCOV
2667
London Company of Virginia
Virginia
$91.1K +$79K +576 +1,516%
KFG
2668
Kingdom Financial Group
Arizona
$90.9K -$71.5K -521 -46%
TWM
2669
Tripletail Wealth Management
Florida
$86.9K
HBW
2670
Hazlett, Burt & Watson
West Virginia
$82K
HWP
2671
Highline Wealth Partners
California
$80.7K +$2.47K +18 +3%
EWA
2672
Elevate Wealth Advisory
Georgia
$80.5K
BMC
2673
Bear Mountain Capital
Washington
$77.5K
DCM
2674
Davis Capital Management
Florida
$76.8K
FIM
2675
FWL Investment Management
Texas
$76.5K

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.