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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
CFSG
2776
Community Financial Services Group
Vermont
$18.6K +$16.9K +123 +4,100%
LC
2777
Luminist Capital
Michigan
$17.2K +$15.9K +116 New
VL
2778
Vima LLC
Michigan
$16.9K +$15.6K +114 New
MSFP
2779
Mark Sheptoff Financial Planning
Connecticut
$16.2K
PFO
2780
Pioneer Family Office
Florida
$15.7K -$1.92K -14 -12%
APW
2781
Atlantic Private Wealth
North Carolina
$15.5K +$137 +1 +1%
SFC
2782
SYM Financial Corp
Indiana
$15K
AIA
2783
Armor Investment Advisors
North Carolina
$14.5K +$823 +6 +7%
FGC
2784
Financial Gravity Companies
Texas
$13.8K +$12.8K +93 New
PP
2785
PFS Partners
New Jersey
$13K
HPWM
2786
High Point Wealth Management
New Jersey
$12.6K
TCM
2787
Tradewinds Capital Management
Washington
$12.5K -$5.9K -43 -34%
PS
2788
Planning Strategies
Pennsylvania
$12.5K +$11.5K +84 New
KPP
2789
Kings Path Partners
Texas
$12.2K
HHCP
2790
Hilton Head Capital Partners
South Carolina
$11.9K
CSC
2791
Caldwell Sutter Capital
California
$11.7K -$549 -4 -5%
ICCON
2792
Investment Counsel Company of Nevada
Nevada
$11K +$10.2K +74 New
PIP
2793
Peachtree Investment Partners
Florida
$9.94K
KA
2794
Kozak & Associates
Colorado
$9.29K
GCM
2795
Gables Capital Management
Florida
$8.9K
IWM
2796
IMG Wealth Management
Florida
$8.3K +$7.68K +56 New
MSWM
2797
Mowery & Schoenfeld Wealth Management
Illinois
$7.8K
FMP
2798
Financial Management Professionals
Texas
$7.63K +$7K +51 New
SC
2799
Swan Capital
Florida
$7.57K -$7.68K -56 -52%
BAM
2800
Byrne Asset Management
New Jersey
$7.12K

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.