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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
BNA
2751
BankChampaign National Association
Illinois
$30.8K
NL
2752
NVWM LLC
Pennsylvania
$30.3K
WA
2753
Westfuller Advisors
New York
$29.8K +$27.6K +201 New
FMB
2754
Field & Main Bank
Kentucky
$29.7K
FLP
2755
Financial Life Planners
Arizona
$28.5K
FRA
2756
Front Row Advisors
California
$28.5K
EF
2757
Entrust Financial
Pennsylvania
$28.3K +$1.51K +11 +6%
MDA
2758
Minot DeBlois Advisors
Massachusetts
$26.7K -$5.08K -37 -17%
NA
2759
Networth Advisors
Pennsylvania
$26.6K -$116K -843 -82%
Harris Associates
2760
Harris Associates
Illinois
$26.3K +$24.3K +177 New
MAS
2761
MPWM Advisory Solutions
Georgia
$26.2K -$961 -7 -4%
DAM
2762
Delta Asset Management
Tennessee
$25.5K
CFP
2763
Comprehensive Financial Planning
Pennsylvania
$24.5K +$823 +6 +4%
PAIM
2764
Punch & Associates Investment Management
Minnesota
$24.3K +$1.65K +12 +8%
BAM
2765
Bellevue Asset Management
Washington
$24.3K
MDCM
2766
Morgan Dempsey Capital Management
Wisconsin
$24K
AIC
2767
Archer Investment Corporation
Indiana
$23.7K +$5.9K +43 +37%
OAJ
2768
Ogorek Anthony Joseph
New York
$23K +$137 +1 +0.6%
SW
2769
StrongBox Wealth
Missouri
$22.4K +$20.7K +151 New
BCM
2770
Boreal Capital Management
Florida
$22.2K
PWS
2771
Peterson Wealth Services
Utah
$20.8K
RCM
2772
Raleigh Capital Management
North Carolina
$20.7K -$2.47K -18 -11%
BIM
2773
Breakwater Investment Management
Washington
$20.2K
WA
2774
WPG Advisers
Maryland
$20K -$137 -1 -0.7%
PWM
2775
Peterson Wealth Management
Nevada
$18.6K

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.