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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
SPC
376
Sigma Planning Corp
Michigan
$20M -$5.39M -39,254 -23%
PCIA
377
Prime Capital Investment Advisors
Kansas
$20M +$35K +255 +0.2%
PCP
378
Panoramic Capital Partners
Oregon
$19.9M +$774K +5,637 +4%
IF
379
Ironwood Financial
Arizona
$19.8M +$300K +2,185 +2%
MCC
380
Money Concepts Capital
Florida
$19.8M -$113K -820 -0.6%
BWP
381
Burling Wealth Partners
Illinois
$19.7M +$374K +2,727 +2%
VVP
382
Venture Visionary Partners
Ohio
$19.6M +$1.01M +7,390 +6%
NOI
383
Newton One Investments
Delaware
$19.6M -$507K -3,692 -3%
HR
384
Hardy Reed
Mississippi
$19.6M +$6.59K +48 +0%
PSIWM
385
Paradigm Strategies in Wealth Management
Minnesota
$19.4M +$66.1K +482 +0.4%
SB
386
Sunflower Bank
Texas
$19.4M -$434K -3,159 -2%
VC
387
Vicus Capital
Pennsylvania
$19.4M -$753K -5,488 -4%
GAM
388
Gotham Asset Management
New York
$19.3M +$1.92M +14,016 +12%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$19.3M -$318K -2,320 -2%
QCM
390
Quantinno Capital Management
New York
$19.2M +$6.22M +45,330 +54%
CA
391
CoreCap Advisors
Michigan
$19.1M +$385K +2,804 +2%
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1M -$9.74K -71 -0.1%
State of Tennessee, Department of Treasury
393
State of Tennessee, Department of Treasury
Tennessee
$18.9M
MCWS
394
McKinley Carter Wealth Services
West Virginia
$18.9M -$1.24K -9 -0%
HCA
395
Heck Capital Advisors
Wisconsin
$18.9M -$247K -1,800 -1%
RFM
396
Royal Fund Management
Florida
$18.8M +$17.4M +126,760 New
RSWM
397
Robertson Stephens Wealth Management
California
$18.6M -$1.56M -11,370 -8%
BOS
398
Bank of Stockton
California
$18.5M -$502K -3,661 -3%
RIA
399
Regal Investment Advisors
Michigan
$18.5M +$308K +2,242 +2%
GPA
400
Guidance Point Advisors
Massachusetts
$18.4M -$268K -1,951 -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.