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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
CWG
751
Cornerstone Wealth Group
North Carolina
$6.79M -$26.2K -191 -0.4%
IP
752
Integras Partners
Georgia
$6.76M -$6.86K -50 -0.1%
KAS
753
KPP Advisory Services
Kentucky
$6.75M +$14.4K +105 +0.2%
HCM
754
Hudson Capital Management
New Jersey
$6.74M -$182K -1,323 -3%
TCA
755
Transcend Capital Advisors
New Jersey
$6.74M +$519K +3,783 +9%
AF
756
Affiance Financial
Minnesota
$6.73M +$326K +2,373 +6%
AFM
757
Aspetuck Financial Management
Connecticut
$6.72M +$10.3K +75 +0.2%
IAS
758
IMA Advisory Services
Colorado
$6.7M +$921K +6,713 +17%
ASW
759
Astoria Strategic Wealth
Texas
$6.7M +$176K +1,285 +3%
CIC
760
Carnegie Investment Counsel
Ohio
$6.66M -$171K -1,248 -3%
NCM
761
Noesis Capital Mangement
Florida
$6.65M -$726K -5,290 -11%
CCA
762
Coign Capital Advisors
Utah
$6.64M -$167K -1,216 -3%
SEI Investments
763
SEI Investments
Pennsylvania
$6.63M +$1.81M +13,221 +42%
EFA
764
Evernest Financial Advisors
Indiana
$6.63M -$491K -3,577 -7%
MBT
765
Montecito Bank & Trust
California
$6.63M -$539K -3,928 -8%
WPC
766
Wedmont Private Capital
Pennsylvania
$6.62M +$557K +4,060 +10%
FIA
767
Foundations Investment Advisors
Arizona
$6.61M +$1.51M +11,018 +33%
MCM
768
MidAtlantic Capital Management
Virginia
$6.58M -$44.9K -327 -0.7%
CPC
769
Consolidated Planning Corp
Georgia
$6.55M -$458K -3,334 -7%
LIP
770
Lynch Investment Planning
Pennsylvania
$6.54M +$719K +5,241 +13%
GTWM
771
Global Trust Wealth Management
Florida
$6.53M +$256K +1,864 +4%
DWM
772
Dakota Wealth Management
Florida
$6.49M +$21.1K +154 +0.4%
MC
773
Middleton & Co
Massachusetts
$6.49M -$129K -941 -2%
CFIA
774
Cantor Fitzgerald Investment Advisors
New York
$6.44M -$124K -906 -2%
ISWM
775
Independent Solutions Wealth Management
New York
$6.43M -$107K -782 -2%

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.