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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
GWMIA
601
Global Wealth Management Investment Advisory
Florida
$10M +$490K +3,568 +6%
HHWM
602
Hiley Hunt Wealth Management
Nebraska
$9.95M -$11.4K -83 -0.1%
ACB
603
Aristotle Capital Boston
Massachusetts
$9.92M +$865K +6,302 +10%
KPWG
604
KFA Private Wealth Group
Virginia
$9.88M -$3.42M -24,941 -27%
EIG
605
Ellenbecker Investment Group
Wisconsin
$9.85M -$178K -1,295 -2%
NSLI
606
Nan Shan Life Insurance
Taiwan
$9.83M +$9.09M +66,250 New
TA
607
TKG Advisors
Indiana
$9.78M +$171K +1,244 +2%
MWM
608
MTC Wealth Management
Florida
$9.77M -$211K -1,536 -2%
PI
609
Pachira Investments
California
$9.75M -$370K -2,694 -4%
KNFPWM
610
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.73M +$301K +2,195 +3%
AL
611
Aspiriant LLC
California
$9.72M +$135K +982 +2%
BW
612
BostonPremier Wealth
Massachusetts
$9.65M +$267K +1,949 +3%
AMM
613
American Money Management
California
$9.64M -$237K -1,726 -3%
BNP Paribas Financial Markets
614
BNP Paribas Financial Markets
France
$9.63M -$471K -3,434 -5%
FHA
615
Flagship Harbor Advisors
Massachusetts
$9.47M +$96.2K +701 +1%
HSA
616
HBK Sorce Advisory
Pennsylvania
$9.46M -$124K -901 -1%
DWM
617
Drive Wealth Management
Utah
$9.45M +$70.7K +515 +0.8%
HWM
618
Hemming & Wealth Management
Michigan
$9.41M +$39.9K +291 +0.5%
PLU
619
Performa Ltd (US)
South Carolina
$9.38M -$427K -3,112 -5%
BWP
620
Baldwin Wealth Partners
Massachusetts
$9.38M +$4.94K +36 +0.1%
SC
621
Stephenson & Company
California
$9.37M +$498K +3,629 +6%
SLT
622
St Louis Trust
Missouri
$9.3M -$729K -5,314 -1%
MWP
623
Madison Wealth Partners
Wisconsin
$9.27M +$217K +1,578 +3%
LWM
624
Latko Wealth Management
Illinois
$9.25M +$98K +714 +1%
SB
625
Strategic Blueprint
Georgia
$9.25M -$60.8K -443 -0.7%

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.