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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
MSRPS
2851
Maryland State Retirement & Pension System
Maryland
-$1.16M -9,330 Closed
VIA
2852
Victrix Investment Advisors
Florida
-$1.06M -8,511 Closed
DWM
2853
Defined Wealth Management
Oregon
-$1.06M -8,504 Closed
KWM
2854
KMT Wealth Management
California
-$1.04M -8,383 Closed
Marshall Wace
2855
Marshall Wace
United Kingdom
-$975K -7,846 Closed
RIS
2856
Richmond Investment Services
Wisconsin
-$908K -7,301 Closed
DS
2857
DRW Securities
Illinois
-$849K -6,831 Closed
IG
2858
IFS Group
Pennsylvania
-$808K -6,502 Closed
EPW
2859
Evolve Private Wealth
California
-$807K -6,494 Closed
MG
2860
Marex Group
-$651K -5,237 Closed
KFS
2861
Kelly Financial Services
Massachusetts
-$587K -4,721 Closed
ANBOT
2862
American National Bank of Texas
Texas
-$574K -4,617 Closed
GI
2863
GAMCO Investors
Connecticut
-$547K -4,400 Closed
ATS
2864
Ashton Thomas Securities
New York
-$505K -4,065 Closed
PWC
2865
Pathfinder Wealth Consulting
North Carolina
-$448K -3,606 Closed
EFG
2866
Elevated Financial Group
Indiana
-$377K -3,029 Closed
KOC
2867
Koss-Olinger Consulting
Florida
-$346K -2,787 Closed
TWM
2868
Tanager Wealth Management
United Kingdom
-$330K -2,651 Closed
TFP
2869
TrueWealth Financial Partners
Washington
-$322K -2,590 Closed
LCAM
2870
London & Capital Asset Management
United Kingdom
-$321K -2,586 Closed
EPA
2871
Element Pointe Advisors
Florida
-$306K -2,465 Closed
FFWA
2872
Forthright Family Wealth Advisory
Texas
-$259K -2,345 Closed
SMH
2873
Sanders Morris Harris
Texas
-$287K -2,306 Closed
EAP
2874
Elevation Advisory Partners
Florida
-$280K -2,193 Closed
GGA
2875
Granite Group Advisors
Connecticut
-$268K -2,120 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.