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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
CAM
2876
Capital Asset Management
Colorado
-$235K -1,887 Closed
WWC
2877
Waypoint Wealth Counsel
Georgia
-$234K -1,879 Closed
NWAG
2878
Net Worth Advisory Group
Utah
-$213K -1,710 Closed
DA
2879
Detalus Advisors
Missouri
-$210K -1,689 Closed
WAM
2880
Wernau Asset Management
Massachusetts
-$206K -1,659 Closed
MWM
2881
Manske Wealth Management
Texas
-$203K -1,637 Closed
HC
2882
Hamilton Capital
Ohio
-$201K -1,615 Closed
CWMS
2883
CFG Wealth Management Services
Indiana
-$167K -1,346 Closed
AGWCA
2884
Annis Gardner Whiting Capital Advisors
Florida
-$154K -1,237 Closed
GG
2885
Gleason Group
Kentucky
-$150K -1,208 Closed
TLFA
2886
True Link Financial Advisors
California
-$130K -1,045 Closed
SAP
2887
Strategic Advisory Partners
North Carolina
-$116K -935 Closed
PIS
2888
POM Investment Strategies
North Carolina
-$94.8K -763 Closed
WPA
2889
Wealth Preservation Advisors
Tennessee
-$84.7K -681 Closed
SA
2890
Scarborough Advisors
Maryland
-$77.2K -621 Closed
CW
2891
Curio Wealth
Maryland
-$54.9K -441 Closed
AP
2892
Advisortrust Partners
North Carolina
-$50.7K -408 Closed
GWM
2893
Grand Wealth Management
Michigan
-$31.3K -252 Closed
WSA
2894
Wealth Science Advisors
Georgia
-$28.8K -240 Closed
RMC
2895
Resources Management Corp
Connecticut
-$26K -208 Closed
BCM
2896
Basso Capital Management
Connecticut
-$25.1K -202 Closed
MM
2897
Main Management
California
-$22K -173 Closed
MWC
2898
MBM Wealth Consultants
Missouri
-$16.9K -136 Closed
SWIM
2899
Smallwood Wealth Investment Management
New Jersey
-$15.3K -123 Closed
PSFG
2900
Park Square Financial Group
Georgia
-$15K -121 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.