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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
CPA
276
Capital Performance Advisors
California
$29.1M +$123K +897 +0.5%
HTIM
277
Harbour Trust & Investment Management
Indiana
$29.1M -$310K -2,257 -1%
PWM
278
Parkway Wealth Management
Texas
$29M -$10K -73 -0%
LFS
279
Lutz Financial Services
Nebraska
$28.9M +$406K +2,959 +2%
MT
280
Midwest Trust
Kansas
$28.9M -$843K -6,141 -3%
PWM
281
Perigon Wealth Management
California
$28.7M +$621K +4,525 +2%
VP
282
Verum Partners
North Carolina
$28.5M +$1.13M +8,199 +4%
FA
283
Fiduciary Alliance
South Carolina
$28.5M -$175K -1,278 -0.7%
AWA
284
Arkadios Wealth Advisors
Georgia
$28.3M -$2.07M -15,108 -7%
LIA
285
LBMC Investment Advisors
Tennessee
$28.1M +$1.49M +10,888 +6%
HSBC Holdings
286
HSBC Holdings
United Kingdom
$28.1M -$2.29M -16,703 -8%
IWM
287
Inlight Wealth Management
Georgia
$28M +$2.02M +14,729 +7%
NHFG
288
New Harbor Financial Group
Massachusetts
$28M +$25.9M +188,643 New
CA
289
Cornerstone Advisory
Maryland
$27.8M +$639K +4,658 +3%
EA
290
Evergreen Advisors
Tennessee
$27.6M +$445K +3,239 +2%
CFO
291
Callan Family Office
Pennsylvania
$27.4M +$3.04M +22,188 +14%
WPA
292
West Paces Advisors
Georgia
$27.4M -$557K -4,057 -2%
DADC
293
D.A. Davidson & Co
Montana
$27.3M -$1.27M -9,267 -5%
FMN
294
Financial Management Network
California
$27M -$522K -3,806 -2%
SB
295
Simmons Bank
Arkansas
$26.9M -$1.16M -8,444 -4%
ST
296
Smithfield Trust
Pennsylvania
$26.8M -$429K -3,129 -2%
CA
297
Crewe Advisors
Utah
$26.8M +$899K +6,549 +4%
CCM
298
Cambridge Capital Management
Illinois
$26.7M +$171K +1,247 +0.7%
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
$26.6M -$85.1K -620 -0.3%
AWE
300
Avidian Wealth Enterprises
Texas
$26.5M +$506K +3,688 +2%

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.