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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
AIM
2801
Axiom Investment Management
New York
$6.67K
PAM
2802
Parvin Asset Management
South Dakota
$6.67K
PP
2803
Paladin Partners
Wisconsin
$6.38K
HFS
2804
Horizon Financial Services
North Carolina
$6.08K +$5.63K +41 New
CRI
2805
Commonwealth Retirement Investments
Virginia
$5.68K +$5.21K +38 New
OPTFSNA
2806
Old Point Trust & Financial Services N A
Virginia
$5.64K +$5.21K +38 New
RFS
2807
Richardson Financial Services
Massachusetts
$5.34K -$52.7K -384 -91%
ABC
2808
Anchor Bay Capital
California
$5.04K +$4.67K +34 New
MS
2809
Monetary Solutions
Ohio
$4.6K +$4.25K +31 New
TVWM
2810
Tower View Wealth Management
Wisconsin
$4.17K +$3.84K +28 New
CPBTD
2811
Central Pacific Bank - Trust Division
Hawaii
$4K -$44.5K -324 -92%
LAM
2812
Lummis Asset Management
Texas
$4K
HFM
2813
Hartford Financial Management
Connecticut
$3.75K
RFG
2814
REAP Financial Group
Texas
$3.57K +$2.75K +20 +500%
EDRH
2815
Edmond de Rothschild Holding
Switzerland
$3.56K
APW
2816
Allied Private Wealth
Florida
$3.45K +$3.29K +24 New
RF
2817
Roxbury Financial
New Jersey
$3.42K +$3.16K +23 New
AIS
2818
Advocate Investing Services
Maryland
$3.12K +$2.88K +21 New
RF
2819
Robbins Farley
New Hampshire
$2.52K +$2.33K +17 New
MI
2820
Markowski Investments
Florida
$2.52K +$2.33K +17 New
FFA
2821
Frazier Financial Advisors
Ohio
$2.49K -$16.9K -123 -88%
CAN
2822
Capital Advisor Network
Indiana
$2.23K
PMIM
2823
Prudent Man Investment Management
Colorado
$2.16K
HB
2824
Horizon Bancorp
Indiana
$2K
MCA
2825
McGuire Capital Advisors
Oklahoma
$1.48K +$137 +1 +11%

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.