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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
TCM
451
Towercrest Capital Management
Pennsylvania
$15.7M +$571K +4,163 +4%
GWSA
452
Global Wealth Strategies & Associates
Colorado
$15.6M +$14.3M +104,417 +11,313%
IA
453
IFG Advisory
Georgia
$15.5M +$14.4M +104,814 New
IWM
454
IHT Wealth Management
Illinois
$15.5M -$546K -3,982 -4%
PG
455
Proffitt & Goodson
Tennessee
$15.5M -$88.1K -642 -0.6%
PAM
456
Peninsula Asset Management
Florida
$15.5M +$249K +1,815 +2%
CWM
457
Cranbrook Wealth Management
Michigan
$15.5M -$430K -3,131 -3%
HAC
458
Harbor Advisory Corp
New Hampshire
$15.4M +$711K +5,180 +5%
BCI
459
Brinker Capital Investments
Pennsylvania
$15.3M -$32.1M -233,990 -69%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$15.3M -$168K -1,225 -1%
ISB
461
Iowa State Bank
Iowa
$15.2M +$114K +830 +0.8%
TPCW
462
TD Private Client Wealth
New York
$15.2M -$86.7K -632 -0.6%
WCFA
463
Walkner Condon Financial Advisors
Wisconsin
$15.1M +$1.54M +11,234 +12%
NLWP
464
Next Level Wealth Planning
Idaho
$15.1M +$366K +2,668 +3%
CT
465
Caldwell Trust
Florida
$15M +$508K +3,704 +4%
STA
466
Summit Trail Advisors
New York
$15M +$26.6K +194 +0.2%
BWM
467
Boyd Wealth Management
California
$15M +$8.31M +60,581 +149%
MIG
468
McGuire Investment Group
Rhode Island
$15M +$118K +862 +0.9%
PCM
469
Palisade Capital Management
New Jersey
$15M +$464K +3,378 +3%
MM
470
Meridian Management
Arkansas
$14.9M -$517K -3,766 -4%
ST
471
Sageworth Trust
Pennsylvania
$14.8M -$48.6K -354 -0.4%
NA
472
Nestegg Advisors
New York
$14.7M -$64.8K -472 -0.5%
HFRG
473
Houlihan Financial Resource Group
Virginia
$14.7M -$289K -2,104 -2%
PA
474
Parallel Advisors
California
$14.6M +$1.05M +7,644 +8%
CNB
475
Camden National Bank
Maine
$14.6M +$338K +2,465 +3%

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.