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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
LWMNY
551
Landmark Wealth Management (New York)
New York
$11.6M -$105K -766 -1%
CSIC
552
Clifford Swan Investment Counsel
California
$11.5M -$1.08M -7,886 -9%
VRM
553
Vectors Research Management
New York
$11.4M +$1.63M +11,861 +18%
Prudential Financial
554
Prudential Financial
New Jersey
$11.4M -$24.3M -177,100 -70%
CTC
555
Central Trust Company
Missouri
$11.4M +$10.3K +75 +0.1%
HAS
556
Holland Advisory Services
Florida
$11.4M -$375K -2,730 -3%
AAS
557
Asset Allocation Strategies
Michigan
$11.2M +$303K +2,208 +3%
GSIS
558
Global Strategic Investment Solutions
Arizona
$11.2M +$10.4K +76 +0.1%
LT
559
Legacy Trust
Michigan
$11.2M -$244K -1,775 -2%
TSWM
560
Triangle Securities Wealth Management
North Carolina
$11.2M +$125K +910 +1%
BRM
561
Boston Research & Management
Massachusetts
$11.2M -$58.6K -427 -0.6%
OWA
562
Outlook Wealth Advisors
Texas
$11.1M +$131K +955 +1%
FCBT
563
First Citizens Bank & Trust
North Carolina
$11.1M +$29.4K +214 +0.3%
BFWA
564
Benchmark Financial Wealth Advisors
Florida
$11.1M +$75.5K +550 +0.7%
TCRG
565
Twin Cities Retirement Group
Minnesota
$11M -$296K -2,157 -3%
MW
566
Marble Wealth
Alabama
$11M +$392K +2,855 +4%
SWMG
567
Sard Wealth Management Group
Georgia
$11M +$315K +2,293 +3%
FA
568
Flagstar Advisors
New York
$10.9M -$438K -3,189 -4%
GWM
569
Global Wealth Management
New Jersey
$10.9M -$169K -1,232 -2%
SAM
570
Smithbridge Asset Management
Pennsylvania
$10.8M +$689K +5,021 +7%
CBA
571
Coastal Bridge Advisors
Connecticut
$10.8M +$61.5K +448 +0.6%
MHC
572
May Hill Capital
Massachusetts
$10.8M +$177K +1,293 +2%
WJWM
573
Williams Jones Wealth Management
New York
$10.8M +$9.31M +67,851 +1,359%
MWM
574
Mascoma Wealth Management
New Hampshire
$10.8M +$87.3K +636 +0.9%
RWS
575
Rochester Wealth Strategies
Michigan
$10.7M -$2.66M -19,385 -21%

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.