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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
CAG
476
Crestwood Advisors Group
Massachusetts
$14.5M -$750K -5,465 -5%
SDWMA
477
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.4M -$544K -3,967 -4%
AFG
478
Atomi Financial Group
New York
$14.4M +$856K +6,234 +7%
VA
479
Vestwell Advisors
New York
$14.4M
SFC
480
Sprinkle Financial Consultants
Colorado
$14.3M +$3.16K +23 +0%
TIM
481
Tortoise Investment Management
New York
$14.3M -$386K -2,815 -3%
PHAM
482
Palisades Hudson Asset Management
Florida
$14.2M +$4.94K +36 +0%
BFA
483
Bright Financial Advisors
Michigan
$14.2M +$365K +2,661 +3%
SA
484
Sylvest Advisors
Texas
$14.1M +$21.7K +158 +0.2%
FTS
485
Fifth Third Securities
Ohio
$14M -$251K -1,830 -2%
TA
486
Tectonic Advisors
Texas
$13.8M +$782K +5,700 +7%
BWS
487
Buck Wealth Strategies
Colorado
$13.8M +$1.43M +10,427 +13%
CAL
488
Capital Analysts LLC
Pennsylvania
$13.8M +$107K +783 +0.8%
TWP
489
TFO Wealth Partners
Ohio
$13.7M +$8.92K +65 +0.1%
EI
490
eCIO Inc
Wisconsin
$13.6M +$340K +2,480 +3%
MWM
491
Magnolia Wealth Management
Alabama
$13.6M +$520K +3,788 +4%
JFA
492
JNBA Financial Advisors
Minnesota
$13.5M -$1.11M -8,107 -8%
KA
493
Kure Advisory
Minnesota
$13.5M +$874K +6,369 +7%
CCM
494
Condor Capital Management
New Jersey
$13.5M -$208K -1,513 -2%
SL
495
Salomon & Ludwin
Virginia
$13.5M -$272K -1,981 -2%
SFG
496
Somnio Financial Group
Connecticut
$13.5M -$225K -1,638 -2%
JWBC
497
J.W. Burns & Co
New York
$13.4M +$481K +3,503 +4%
HWM
498
HighMark Wealth Management
Minnesota
$13.3M -$109K -797 -0.9%
SA
499
SoundView Advisors
Washington
$13.3M +$80.4K +586 +0.7%
BWIA
500
Bryant Woods Investment Advisors
New York
$13.2M +$133K +972 +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.