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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
NBWM
576
North Berkeley Wealth Management
California
$10.7M +$418K +3,048 +4%
ABTD
577
Arvest Bank Trust Division
Oklahoma
$10.7M -$143K -1,041 -1%
Fidelity International
578
Fidelity International
Bermuda
$10.7M
EFG
579
Embree Financial Group
Illinois
$10.7M -$261K -1,899 -3%
RIA
580
Richwood Investment Advisors
Ohio
$10.7M -$447K -3,257 -4%
CIAS
581
Capital Investment Advisory Services
North Carolina
$10.6M +$962K +7,007 +11%
TIAA Trust, National Association
582
TIAA Trust, National Association
North Carolina
$10.5M -$49.5K -361 -0.5%
PWM
583
Partnership Wealth Management
Maryland
$10.5M +$72.9K +531 +0.8%
AWP
584
Accretive Wealth Partners
New Jersey
$10.5M +$1.15M +8,396 +13%
WWM
585
Waterway Wealth Management
Texas
$10.4M -$1.41M -10,285 -11%
PFM
586
Peak Financial Management
Massachusetts
$10.4M +$55.7K +406 +0.6%
SIA
587
Soltis Investment Advisors
Utah
$10.4M -$90.4K -659 -0.9%
SWM
588
Selby Wealth Management
California
$10.4M -$439K -3,198 -4%
SW
589
SkyOak Wealth
Michigan
$10.4M +$209K +1,520 +2%
NGA
590
Naples Global Advisors
Florida
$10.4M +$66.4K +484 +0.7%
RWPA
591
Richard W. Paul & Associates
Michigan
$10.4M +$78.4K +571 +0.8%
AIMC
592
Alley Investment Management Company
Illinois
$10.3M -$111K -811 -1%
MAA
593
Matrix Asset Advisors
New York
$10.3M +$202K +1,470 +2%
SIC
594
Sterling Investment Counsel
New York
$10.3M +$128K +931 +1%
TCP
595
TMB Capital Partners
Arkansas
$10.3M -$68.9K -502 -0.7%
RA
596
Riversedge Advisors
Delaware
$10.2M +$277K +2,016 +3%
CNBTD
597
Citizens National Bank Trust Department
Mississippi
$10.2M -$51.1K -372 -0.5%
SAM
598
Sherman Asset Management
California
$10.2M -$137 -1 -0%
MWM
599
Marietta Wealth Management
Georgia
$10.1M -$246K -1,790 -3%
MA
600
Montag & Associates
Georgia
$10M +$863K +6,288 +10%

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.