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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
MCA
776
MSH Capital Advisors
Arizona
$6.43M -$60.2K -439 -1%
LKWM
777
Lee-Kelleher Wealth Management
Maryland
$6.36M +$180K +1,313 +3%
MWA
778
Madson Wealth Advisors
California
$6.35M +$405K +2,954 +7%
CA
779
Capital Advantage
California
$6.33M -$129K -939 -2%
AFS
780
AFG Fiduciary Services
Massachusetts
$6.31M -$856K -6,240 -13%
RA
781
Resolute Advisors
California
$6.3M -$239K -1,743 -4%
AF
782
Apollon Financial
South Carolina
$6.3M -$59.7K -435 -1%
CIBC World Market
783
CIBC World Market
Ontario, Canada
$6.29M +$4.22M +30,778 +265%
KA
784
Kovack Advisors
Florida
$6.26M +$1.16M +8,461 +25%
VIM
785
Vista Investment Management
Pennsylvania
$6.2M -$70.1K -511 -1%
PWW
786
Pettyjohn Wood & White
Virginia
$6.19M -$44.7K -326 -0.8%
EFL
787
ERn Financial LLC
Wisconsin
$6.18M +$35.7K +260 +0.6%
AB
788
ANB Bank
Colorado
$6.18M +$23.2K +169 +0.4%
EWA
789
Etesian Wealth Advisors
Oregon
$6.17M -$427K -3,114 -7%
SEIA
790
Signature Estate & Investment Advisors
California
$6.16M -$32.1K -234 -0.6%
PTC
791
Private Trust Company
Ohio
$6.11M -$230K -1,679 -4%
PAM
792
Palisade Asset Management
Minnesota
$6.1M +$81.1K +591 +1%
LFP
793
Lakeshore Financial Planning
Michigan
$6.09M +$79.2K +577 +1%
CWM
794
Cooke Wealth Management
California
$6.07M -$141K -1,027 -2%
SAG
795
SageView Advisory Group
California
$6.07M -$15.5K -113 -0.3%
SAM
796
Silvercrest Asset Management
New York
$6.07M +$1.18M +8,633 +27%
SWM
797
Silverlake Wealth Management
Vermont
$6.06M -$130K -944 -2%
AFS
798
Aft Forsyth & Sober
Florida
$6.05M
CB
799
Centennial Bank
Arkansas
$6.05M +$115K +839 +2%
WETS
800
Wealth Enhancement Trust Services
South Dakota
$6.05M -$124K -902 -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.