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iShares Core S&P Small-Cap ETF

2,824 hedge funds and large institutions have $83.5B invested in iShares Core S&P Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,122 increasing their positions, 1,133 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 85

21% more capital invested

Capital invested by funds: $68.8B → $83.5B (+$14.7B)

5% more funds holding in top 10

Funds holding in top 10: 335352 (+17)

3% more funds holding

Funds holding: 2,7472,824 (+77)

0.56% more ownership

Funds ownership: 74.61%75.16% (+0.56%)

1% less repeat investments, than reductions

Existing positions increased: 1,122 | Existing positions reduced: 1,133

22% less call options, than puts

Call options by funds: $64.1M | Put options by funds: $82.5M

Holders
2,824
Holders Change
+77
Holders Change %
+2.8%
% of All Funds
34.18%
Holding in Top 10
352
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.07%
% of All Funds
4.26%
New
220
Increased
1,122
Reduced
1,133
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
RIS
2851
Richmond Investment Services
Wisconsin
-$908K -7,301 Closed
DS
2852
DRW Securities
Illinois
-$849K -6,831 Closed
IG
2853
IFS Group
Pennsylvania
-$808K -6,502 Closed
EPW
2854
Evolve Private Wealth
California
-$807K -6,494 Closed
MG
2855
Marex Group
-$651K -5,237 Closed
KFS
2856
Kelly Financial Services
Massachusetts
-$587K -4,721 Closed
ANBOT
2857
American National Bank of Texas
Texas
-$574K -4,617 Closed
GI
2858
GAMCO Investors
Connecticut
-$547K -4,400 Closed
ATS
2859
Ashton Thomas Securities
New York
-$505K -4,065 Closed
PWC
2860
Pathfinder Wealth Consulting
North Carolina
-$448K -3,606 Closed
EFG
2861
Elevated Financial Group
Indiana
-$377K -3,029 Closed
KOC
2862
Koss-Olinger Consulting
Florida
-$346K -2,787 Closed
TWM
2863
Tanager Wealth Management
United Kingdom
-$330K -2,651 Closed
TFP
2864
TrueWealth Financial Partners
Washington
-$322K -2,590 Closed
LCAM
2865
London & Capital Asset Management
United Kingdom
-$321K -2,586 Closed
EPA
2866
Element Pointe Advisors
Florida
-$306K -2,465 Closed
FFWA
2867
Forthright Family Wealth Advisory
Texas
-$259K -2,345 Closed
SMH
2868
Sanders Morris Harris
Texas
-$287K -2,306 Closed
EAP
2869
Elevation Advisory Partners
Florida
-$280K -2,193 Closed
GGA
2870
Granite Group Advisors
Connecticut
-$268K -2,120 Closed
FP
2871
Fiduciary Planning
Florida
-$255K -2,054 Closed
RhumbLine Advisers
2872
RhumbLine Advisers
Massachusetts
-$250K -2,010 Closed
CI
2873
Corient IA
Florida
-$249K -2,000 Closed
KWM
2874
Koa Wealth Management
California
-$236K -1,900 Closed
SW
2875
Solidarity Wealth
Utah
-$235K -1,894 Closed

IJR Hedge Fund Activity: Q2 2026 in Review

2,824 of the 8,263 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 $83.5B — up 21% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new IJR positions and 85 closed out — a net gain of 135 holders — while 1,122 added to existing stakes and 1,133 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $392M. The largest seller was Envestnet Asset Management, cutting an estimated $229M.

  • 2,824 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2026, up from 2,747 in Q1 2026.
  • Funds reported $83.5B of iShares Core S&P Small-Cap ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 220 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +135 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.