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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
HH
626
Hilltop Holdings
Texas
$9.19M +$3.57M +26,039 +73%
T
627
TrustBank
Illinois
$9.15M +$192K +1,401 +2%
KWM
628
Kingsview Wealth Management
Oregon
$9.15M +$1.17M +8,490 +16%
HAG
629
HighPoint Advisor Group
Illinois
$9.13M -$307K -2,240 -4%
SW
630
SlateStone Wealth
Florida
$9.1M +$291K +2,119 +4%
APW
631
Alliance Private Wealth
Massachusetts
$9.05M -$474K -3,451 -5%
SWM
632
Spire Wealth Management
Virginia
$9.04M -$352K -2,563 -4%
AC
633
Asio Capital
Kentucky
$9.04M -$295K -2,153 -3%
CV
634
Counterweight Ventures
North Carolina
$9.02M -$104K -758 -1%
DWT
635
Dorsey & Whitney Trust
South Dakota
$9M +$38.8K +283 +0.5%
IA
636
IFS Advisors
Kansas
$9M -$354K -2,579 -4%
AF
637
AtlasMark Financial
Texas
$8.98M +$1.31M +9,580 +19%
PWM
638
Provident Wealth Management
Tennessee
$8.98M +$23.6K +172 +0.3%
HPC
639
HM Payson & Co
Maine
$8.96M +$1.51M +11,034 +22%
CA
640
Cumberland Advisors
Florida
$8.96M -$41.2K -300 -0.5%
LCG
641
Lynx Capital Group
Ohio
$8.94M +$616K +4,490 +8%
UFPG
642
United Financial Planning Group
New York
$8.93M +$174K +1,267 +2%
WCM
643
WLTH Capital Management
Arizona
$8.88M -$263K -1,920 -3%
WPIC
644
White Pine Investment Company
Michigan
$8.87M -$136K -993 -2%
SWA
645
Serenus Wealth Advisors
California
$8.87M +$15.6K +114 +0.2%
PFS
646
Prospera Financial Services
Texas
$8.79M -$65.3K -476 -0.8%
IFG
647
Independent Financial Group
California
$8.75M +$533K +3,882 +7%
ALA
648
Atlas Legacy Advisors
California
$8.73M +$185K +1,351 +2%
LA
649
Lynch & Associates
Indiana
$8.72M -$273K -1,987 -3%
WCP
650
Wick Capital Partners
Pennsylvania
$8.72M +$2.21M +16,138 +38%

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.