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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
BCPWM
2726
Bradley & Co Private Wealth Management
Florida
$43K
CH
2727
Canton Hathaway
Rhode Island
$42.1K +$39K +284 New
CIS
2728
Custom Index Systems
New York
$42K +$38.8K +283 New
ITG
2729
Index Technologies Group
New York
$42K +$38.8K +283 New
SN
2730
Sittner & Nelson
Oregon
$41.2K
BC
2731
Bulwark Capital
Florida
$40.3K
SRCM
2732
Signature Resources Capital Management
California
$39.6K +$137 +1 +0.4%
FCMT
2733
Founders Capital Management (Texas)
Texas
$39.2K +$3.57K +26 +11%
RWA
2734
Reicon Wealth Advisors
Georgia
$38.6K +$3.29K +24 +10%
TWD
2735
True Wealth Design
Ohio
$38.4K -$112K -819 -76%
RPA
2736
Redwood Park Advisors
California
$37.8K +$137 +1 +0.4%
BTC
2737
Bank & Trust Company
Illinois
$37.4K
GCM
2738
Gunpowder Capital Management
Maryland
$37.2K
PFSC
2739
Peoples Financial Services Corp
Pennsylvania
$37.1K
EWM
2740
Evolution Wealth Management
Florida
$36.9K
RWM
2741
RMG Wealth Management
Wisconsin
$36.5K +$33.6K +245 New
HI
2742
Hoey Investments
Pennsylvania
$34.6K
YAL
2743
Your Advocates Ltd
Texas
$33.7K
CH
2744
CDKV Holdings
Colorado
$33.2K
IRC
2745
Investors Research Corp
Georgia
$33.2K +$30.7K +224 New
KWM
2746
Kiker Wealth Management
Georgia
$32.6K +$5.08K +37 +20%
NAMNJ
2747
NorthStar Asset Management (New Jersey)
New Jersey
$32.1K +$3.96M +28,891 New
LAS
2748
Lloyd Advisory Services
Georgia
$31.1K -$127K -924 -81%
CTC
2749
Cetera Trust Company
Minnesota
$31K
HWA
2750
Heritage Wealth Advisors
Virginia
$31K

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.