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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
SC
426
SouthState Corp
Florida
$17M +$212K +1,546 +1%
EF
427
Empowered Funds
Pennsylvania
$17M -$74K -539 -0.5%
HCP
428
Holt Capital Partners
Texas
$16.9M +$119K +866 +0.8%
TGCMU
429
Titan Global Capital Management USA
New York
$16.9M +$1.11M +8,102 +8%
MPW
430
Melone Private Wealth
Michigan
$16.9M -$152K -1,105 -1%
SOADOR
431
State of Alaska Department of Revenue
Alaska
$16.9M +$11.7M +85,111 +294%
Legal & General Group
432
Legal & General Group
United Kingdom
$16.9M -$11.1M -81,200 -42%
HI
433
Harbour Investments
Wisconsin
$16.8M -$1.01M -7,378 -6%
HR
434
Howe & Rusling
New York
$16.8M +$1.9M +13,817 +14%
NPF
435
Norris Perne & French
Michigan
$16.7M -$134K -978 -0.9%
DC
436
Davenport & Co
Virginia
$16.5M +$362K +2,635 +2%
PPW
437
PACK Private Wealth
Minnesota
$16.4M -$99.2K -723 -0.7%
MSA
438
Marino Stram & Associates
Massachusetts
$16.3M -$66.4K -484 -0.4%
OIA
439
OneDigital Investment Advisors
Kansas
$16.2M -$187K -1,363 -1%
IA
440
IFP Advisors
Florida
$16.2M +$280K +2,042 +2%
DM
441
Diversified Management
Wisconsin
$16.1M +$1.31M +9,529 +10%
BWCS
442
Beirne Wealth Consulting Services
Connecticut
$16M +$94.6K +689 +0.6%
RWA
443
Redhawk Wealth Advisors
Minnesota
$16M +$9.56M +69,681 +183%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$15.9M -$680K -4,956 -4%
GA
445
GFS Advisors
Texas
$15.9M +$922K +6,722 +5%
KPWS
446
Kestra Private Wealth Services
Texas
$15.9M -$349K -2,545 -2%
UBS AM
447
UBS AM
Illinois
$15.9M -$11.5M -83,971 -44%
TWA
448
TCI Wealth Advisors
Arizona
$15.8M -$87.6K -638 -0.6%
NC
449
NewSquare Capital
Pennsylvania
$15.8M -$60.8K -443 -0.4%
TF
450
Trek Financial
Arizona
$15.7M +$7.95M +57,955 +121%

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.