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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
MIM
801
Macroview Investment Management
Maryland
$6.05M +$185K +1,345 +3%
RYIA
802
Roehl & Yi Investment Advisors
Oregon
$6.03M +$13.3K +97 +0.2%
COPPSERS
803
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.02M -$4.69M -34,147 -46%
GSB
804
Greenfield Savings Bank
Massachusetts
$6M -$19.9K -145 -0.4%
WB
805
WesBanco Bank
West Virginia
$5.99M -$187K -1,360 -3%
WWA
806
WCG Wealth Advisors
Nevada
$5.95M +$136K +989 +3%
OC
807
Optima Capital
Oregon
$5.95M +$1.01M +7,378 +23%
MCI
808
MRP Capital Investments
Georgia
$5.95M -$37.9K -276 -0.7%
CASB
809
Cape Ann Savings Bank
Massachusetts
$5.94M -$340K -2,478 -6%
WWM
810
Wolff Wiese Magana
California
$5.93M +$56.7K +413 +1%
SCA
811
Snowden Capital Advisors
New York
$5.91M -$1.73M -12,624 -24%
PIMJS
812
PKO Investment Management Joint-Stock
Poland
$5.9M
CWL
813
Causey Wealth LLC
Colorado
$5.87M +$200K +1,457 +4%
WFAG
814
Wescott Financial Advisory Group
Pennsylvania
$5.85M -$70.3K -512 -1%
LFS
815
Legacy Financial Strategies
Kansas
$5.82M -$211K -1,541 -4%
LWM
816
Lyell Wealth Management
California
$5.81M +$480K +3,500 +10%
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$5.79M +$259K +1,884 +5%
IWP
818
Invenio Wealth Partners
Florida
$5.79M +$110K +799 +2%
VCP
819
Verus Capital Partners
Arizona
$5.76M -$10.6K -77 -0.2%
SSW
820
Smith Shellnut Wilson
Mississippi
$5.73M +$421K +3,066 +9%
PD
821
Planning Directions
Pennsylvania
$5.73M +$134K +979 +3%
PFA
822
Presper Financial Architects
Ohio
$5.72M +$27.2K +198 +0.5%
ACA
823
Adirondack Capital Advisors
New York
$5.71M +$157K +1,144 +3%
PSCM
824
Per Stirling Capital Management
Texas
$5.68M +$16.1K +117 +0.3%
AFO
825
Arrowroot Family Office
California
$5.68M +$204K +1,488 +4%

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.