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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
PAS
326
Park Avenue Securities
New York
$24.4M -$1.72M -12,537 -7%
AGA
327
Arkos Global Advisors
Texas
$24.3M +$2.04M +14,859 +10%
NL
328
Navalign LLC
California
$24.3M -$334K -2,432 -1%
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$24M +$2.25M +16,376 +11%
BWM
330
Baron Wealth Management
Michigan
$24M -$1.45M -10,552 -6%
HG
331
Harbor Group
New Hampshire
$23.9M -$406K -2,960 -2%
BAM
332
Belpointe Asset Management
Nevada
$23.8M +$2.01M +14,633 +10%
AAS
333
Ameritas Advisory Services
Nebraska
$23.7M +$12.3M +89,982 +128%
RWP
334
RWA Wealth Partners
Massachusetts
$23.6M +$5.31M +38,659 +32%
CSP
335
Cary Street Partners
Virginia
$23.5M +$260K +1,895 +1%
PAS
336
PKS Advisory Services
New York
$23.4M -$226K -1,650 -1%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4M +$10.2M +74,598 +90%
WAM
338
Wallington Asset Management
Indiana
$23.3M -$78.5K -572 -0.4%
FWA
339
FSM Wealth Advisors
Ohio
$23.3M +$580K +4,223 +3%
FDP
340
Financiere des Professionnels
Quebec, Canada
$23.1M +$4.61M +33,600 +27%
RDFA
341
Ritter Daniher Financial Advisory
Ohio
$23.1M -$99.1K -722 -0.5%
GIM
342
Goelzer Investment Management
Indiana
$23M -$809K -5,893 -4%
CPIG
343
Chicago Partners Investment Group
Illinois
$22.9M +$128K +935 +0.6%
VFG
344
Victory Financial Group
Texas
$22.9M -$283K -2,065 -1%
WSFS
345
Wilmington Savings Fund Society
Delaware
$22.9M +$4.1M +29,905 +24%
HI
346
Human Investing
Oregon
$22.8M +$374K +2,725 +2%
NRI
347
NFP Retirement Inc
California
$22.4M -$3.06M -22,266 -13%
TAM
348
Titleist Asset Management
Texas
$22.4M +$866K +6,312 +4%
FCA
349
Fortis Capital Advisors
Kansas
$22.2M +$1.17M +8,519 +6%
CWMK
350
Caliber Wealth Management (Kansas)
Kansas
$22.1M -$288K -2,097 -1%

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.