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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
TH
501
TCTC Holdings
Texas
$13.2M -$95.9K -699 -0.8%
OA
502
Operose Advisors
Wisconsin
$13.1M -$229K -1,668 -2%
LA
503
LVW Advisors
New York
$13M -$2.43M -17,725 -17%
FHC
504
First Horizon Corporation
Tennessee
$13M +$463K +3,371 +4%
CCM
505
Cannon Capital Management
Utah
$13M +$1.03M +7,496 +9%
PVAMC
506
PPS&V Asset Management Consultants
Michigan
$13M +$328K +2,391 +3%
CG
507
CFO4Life Group
Texas
$12.8M -$232K -1,689 -2%
SDAM
508
Shulman DeMeo Asset Management
New York
$12.8M -$49.4K -360 -0.4%
ACA
509
Aptus Capital Advisors
Alabama
$12.8M -$321K -2,338 -3%
RPC
510
Rossmore Private Capital
Connecticut
$12.8M +$269K +1,960 +2%
TW
511
Tempo Wealth
Ohio
$12.7M -$135K -986 -1%
NA
512
Nordwand Advisors
Pennsylvania
$12.6M -$811K -5,910 -7%
EIP
513
Ellis Investment Partners
Pennsylvania
$12.6M +$140K +1,021 +1%
CWA
514
Canvas Wealth Advisors
Kansas
$12.5M -$994K -7,245 -8%
Retirement Systems of Alabama
515
Retirement Systems of Alabama
Alabama
$12.4M
TDWM
516
Topel & Distasi Wealth Management
California
$12.4M -$678K -4,937 -6%
PMG
517
ProVise Management Group
Florida
$12.4M -$6.35M -46,260 -36%
MPCG
518
Matrix Private Capital Group
New York
$12.4M +$291K +2,121 +3%
EWM
519
Evermay Wealth Management
Virginia
$12.3M -$1.04M -7,612 -8%
RA
520
RFG Advisory
Alabama
$12.2M +$106K +776 +1%
AC
521
Apella Capital
Connecticut
$12.2M -$388K -2,826 -3%
ONB
522
Old National Bancorp
Indiana
$12.2M -$145K -1,056 -1%
TYCC
523
Texas Yale Capital Corp
Florida
$12.1M -$25.3K -184 -0.2%
CL
524
Choreo LLC
Illinois
$12.1M -$432K -3,146 -4%
PFA
525
Pettinga Financial Advisors
Indiana
$12.1M -$178K -1,296 -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.