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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
ML
651
McAdam LLC
Pennsylvania
$8.71M +$496K +3,615 +7%
EGWAG
652
Elwood & Goetz Wealth Advisory Group
Georgia
$8.71M -$168K -1,223 -2%
BFIM
653
Beese Fulmer Investment Management
Ohio
$8.71M -$63.7K -464 -0.8%
TCM
654
Telos Capital Management
California
$8.69M +$57.6K +420 +0.7%
GGS
655
Galvin Gaustad & Stein
Arizona
$8.68M +$3.45M +25,128 +75%
BIA
656
Bell Investment Advisors
California
$8.68M -$92.8K -676 -1%
HFS
657
Hopwood Financial Services
Virginia
$8.6M +$32.9K +240 +0.4%
FMI
658
F/M Investments
District of Columbia
$8.53M -$264K -1,927 -3%
SWM
659
Shrier Wealth Management
California
$8.52M +$273K +1,987 +4%
NCM
660
Northside Capital Management
Oregon
$8.52M -$16.6K -121 -0.2%
BCM
661
Brookstone Capital Management
Illinois
$8.51M +$1.09M +7,942 +16%
JFGIW
662
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.51M +$112K +819 +1%
MFA
663
Mayflower Financial Advisors
Massachusetts
$8.5M -$67.4K -491 -0.8%
MF
664
Meridian Financial
Massachusetts
$8.5M -$197K -1,436 -2%
FFA
665
First Foundation Advisors
California
$8.46M +$687K +5,006 +10%
BCM
666
Boltwood Capital Management
California
$8.4M -$48.2K -351 -0.6%
JBI
667
John Boyer Inc
Florida
$8.36M +$168K +1,223 +2%
UBP
668
Union Bancaire Privee
Switzerland
$8.35M -$3.8M -27,686 -33%
AWMG
669
Alliance Wealth Management Group
New Jersey
$8.32M +$738K +5,377 +11%
DWM
670
Diversify Wealth Management
Utah
$8.31M +$13.3K +97 +0.2%
DAS
671
Diversify Advisory Services
Utah
$8.31M +$7.83M +57,082 New
PL
672
Parthenon LLC
Kentucky
$8.3M -$20.6K -150 -0.3%
AIM
673
Allen Investment Management
New York
$8.29M +$3.29K +24 +0%
NEAM
674
New England Asset Management
Connecticut
$8.29M -$6.86K -50 -0.1%
WWM
675
Western Wealth Management
Colorado
$8.21M +$1.24M +9,023 +19%

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.