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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
Osaic Holdings
51
Osaic Holdings
Arizona
$253M +$15.8M +115,064 +7%
Mariner
52
Mariner
Kansas
$244M -$12.3M -89,465 -5%
MFIM
53
Mesirow Financial Investment Management
Illinois
$240M +$6.84M +49,838 +3%
HTC
54
Haverford Trust Company
Pennsylvania
$237M -$760K -5,537 -0.3%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$237M +$23.1M +168,685 +12%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$222M -$14.8M -107,507 -7%
MGIA
57
Moneta Group Investment Advisors
Missouri
$220M +$1.89M +13,795 +0.9%
MWM
58
Modera Wealth Management
New Jersey
$211M +$1.84M +13,395 +1%
Bessemer Group
59
Bessemer Group
New Jersey
$205M +$59.8M +435,599 +46%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$203M +$6.34M +46,182 +3%
MML Investors Services
61
MML Investors Services
Massachusetts
$203M +$21.8M +158,628 +13%
BIM
62
Bridges Investment Management
Nebraska
$198M -$1.14M -8,306 -0.6%
BFG
63
Bleakley Financial Group
New Jersey
$196M -$112K -813 -0.1%
Creative Planning
64
Creative Planning
Kansas
$186M -$693K -5,051 -0.4%
CCMG
65
Clark Capital Management Group
Pennsylvania
$185M -$78.7M -573,464 -32%
MEPT
66
Missouri Education Pension Trust
Missouri
$180M
Victory Capital Management
67
Victory Capital Management
Texas
$177M +$19.2M +140,087 +13%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$176M
AF
69
Allworth Financial
California
$173M -$10.4M -76,009 -6%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$172M +$13.3M +96,677 +9%
Franklin Resources
71
Franklin Resources
California
$171M +$4M +29,144 +3%
UCFA
72
United Capital Financial Advisors
Texas
$166M -$6.45M -47,012 -4%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$166M -$13.3M -96,991 -8%
Stifel Financial
74
Stifel Financial
Missouri
$163M -$85.7M -624,766 -36%
AssetMark Inc
75
AssetMark Inc
California
$162M -$7.97M -58,060 -5%

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.