We are live on ! Find out more
IJR icon

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
PCTC
2701
Perkins Coie Trust Company
Washington
$55.2K
NWM
2702
Navigoe Wealth Management
California
$55K
GCP
2703
Gill Capital Partners
Colorado
$55K -$15K -109 -23%
HPIA
2704
Hamilton Point Investment Advisors
North Carolina
$54.9K
RF
2705
Robinswood Financial
Washington
$54.3K
1IA
2706
1620 Investment Advisors
Massachusetts
$53.2K +$38.6K +281 +360%
SFS
2707
Sunrise Financial Services
Washington
$52.2K -$28.8K -210 -37%
MMCM
2708
Murphy & Mullick Capital Management
New York
$51.9K
DF
2709
DecisionPoint Financial
Arizona
$51K
Deutsche Bank
2710
Deutsche Bank
Germany
$49.5K
SWAG
2711
Spectrum Wealth Advisory Group
California
$49.5K +$45.8K +334 New
KFO
2712
Kopp Family Office
Minnesota
$49.1K +$26.1K +190 +135%
CTB
2713
Country Trust Bank
Illinois
$48.6K -$1.24K -9 -3%
GSEP
2714
Golden State Equity Partners
California
$47.7K -$3.54M -25,776 -99%
CNBT
2715
Cornerstone National Bank & Trust
Illinois
$47.4K +$30.1K +219 +215%
MJRIC
2716
Mogy Joel R Investment Counsel
California
$46.4K
C
2717
Covestor
United Kingdom
$46K -$823 -6 -2%
RRA
2718
Red Reef Advisors
Florida
$45.7K -$70.5K -514 -63%
ATC
2719
Advantage Trust Company
Kansas
$45.5K
IF
2720
Integrity Financial
Wyoming
$45.2K +$41.9K +305 New
PNC
2721
Park National Corp
Ohio
$44.5K -$14.8K -108 -26%
KCM
2722
Key Capital Management
Tennessee
$44.2K +$8.1K +59 +25%
RTC
2723
Riverview Trust Company
Washington
$44K
PK
2724
Pflug Koory
Nebraska
$43.6K -$3.29K -24 -8%
CMBA
2725
C.M. Bidwell & Associates
Hawaii
$43.2K

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.