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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
IW
2826
Imprint Wealth
South Carolina
$1.33K +$1.24K +9 New
MAM
2827
Morse Asset Management
Connecticut
$1.19K
BHWM
2828
Bay Harbor Wealth Management
Maryland
$1.04K +$961 +7 New
RIAS
2829
Rachor Investment Advisory Services
Michigan
$298
NECFA
2830
New England Capital Financial Advisors
Connecticut
$297
RWS
2831
Retirement Wealth Solutions
Wisconsin
$237
VC
2832
Vestor Capital
Illinois
$182 -$4M -29,152 -97%
BCV
2833
Banque Cantonale Vaudoise
Switzerland
$109
TODC
2834
Trustees of Dartmouth College
New Hampshire
-$16.9M -136,011 Closed
CPL
2835
Corecam Pte Ltd
-$11M -88,730 Closed
AC
2836
Aristides Capital
Kentucky
-$9M -72,428 Closed
TD Asset Management
2837
TD Asset Management
Ontario, Canada
-$6.97M -56,038 Closed
CA
2838
Corecam AG
-$4.95M -39,850 Closed
SRPTWM
2839
Split Rock Private Trading & Wealth Management
Minnesota
-$4.67M -37,567 Closed
Susquehanna International Group
2840
Susquehanna International Group
Pennsylvania
-$3.28M -23,866 Closed
SC
2841
Syon Capital
California
-$2.73M -21,961 Closed
CPRPA
2842
Cerity Partners Retirement Plan Advisors
New York
-$2.54M -20,408 Closed
EW
2843
Evoke Wealth
California
-$2.28M -18,349 Closed
QT
2844
Quantbot Technologies
New York
-$2.24M -18,056 Closed
BOJHT
2845
Bank of Jackson Hole Trust
Wyoming
-$2.01M -16,196 Closed
RWMG
2846
Redwood Wealth Management Group
New Jersey
-$1.77M -14,209 Closed
CAM
2847
Congress Asset Management
Massachusetts
-$1.51M -12,158 Closed
VCM
2848
Vivaldi Capital Management
Illinois
-$1.47M -11,832 Closed
DWP
2849
Destiny Wealth Partners
Florida
-$1.43M -11,497 Closed
QPWM
2850
Quadrant Private Wealth Management
Pennsylvania
-$1.2M -9,684 Closed

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.