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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$593M +$316M +2,305,774 +136%
Ameriprise
27
Ameriprise
Minnesota
$592M -$35.4M -258,241 -6%
KeyBank National Association
28
KeyBank National Association
Ohio
$592M +$21.1M +153,789 +4%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$587M +$148M +1,077,043 +37%
AA
30
Acorns Advisers
California
$545M +$5.37M +39,103 +1%
Cerity Partners
31
Cerity Partners
New York
$532M +$1.6M +11,666 +0.3%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$501M +$22.6M +164,797 +5%
CAM
33
Cresset Asset Management
Illinois
$497M +$9.62M +70,133 +2%
HighTower Advisors
34
HighTower Advisors
Illinois
$493M -$27.9M -203,472 -6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$417M -$10.6M -77,535 -3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$367M -$30.9M -225,092 -8%
NFA
37
Nationwide Fund Advisors
Ohio
$363M -$32.9M -239,513 -9%
CCA
38
Catalyst Capital Advisors
New York
$361M -$3.32M -24,208 -1%
MRC
39
Millburn Ridgefield Corp
New York
$361M -$3.32M -24,208 -1%
Corient Private Wealth
40
Corient Private Wealth
Florida
$359M +$42.6M +310,356 +15%
CWM
41
Circle Wealth Management
New Jersey
$339M +$686 +5 +0%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$332M -$13.7M -99,763 -4%
AA
43
Alesco Advisors
New York
$328M -$4.27M -31,088 -1%
HNB
44
Huntington National Bank
Ohio
$326M +$6.31K +46 +0.3%
MCM
45
MAI Capital Management
Ohio
$304M +$10.9M +79,301 +4%
WANY
46
Wealthspire Advisors (New York)
New York
$300M +$11.6M +84,483 +4%
VFA
47
Valeo Financial Advisors
Indiana
$281M +$2.09M +15,229 +0.7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$281M +$17.5M +127,790 +7%
Brown Advisory
49
Brown Advisory
Maryland
$264M +$64.2M +468,045 +36%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$257M -$419K -3,052 -0.2%

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.