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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
AF
826
Amara Financial
California
$5.67M +$305K +2,226 +6%
GMA
827
Glassy Mountain Advisors
Maryland
$5.64M -$107K -778 -2%
PWPS
828
Pinnacle Wealth Planning Services
Ohio
$5.63M -$36.2K -264 -0.7%
MG
829
Mather Group
Illinois
$5.63M -$301K -2,192 -5%
MAWA
830
Moss Adams Wealth Advisors
Washington
$5.62M -$1.12M -8,149 -18%
SSWM
831
Sheets Smith Wealth Management
North Carolina
$5.61M -$110K -803 -2%
JAG
832
Journey Advisory Group
Kentucky
$5.61M -$478K -3,480 -8%
BFO
833
Biltmore Family Office
North Carolina
$5.61M -$426K -3,104 -8%
AWM
834
Avior Wealth Management
Nebraska
$5.6M -$448K -3,262 -8%
CHIA
835
Copper Harbor Investment Advisors
Wisconsin
$5.59M +$5.17M +37,671 New
HAM
836
Harmony Asset Management
Arizona
$5.53M +$752K +5,477 +17%
SIAM
837
Sterling Investment Advisors (Missouri)
Missouri
$5.52M -$23.7K -173 -0.5%
CT
838
Colonial Trust
South Carolina
$5.51M +$87.7K +639 +2%
BIA
839
Bigelow Investment Advisors
Maine
$5.51M -$322K -2,347 -6%
BJL
840
Brighton Jones LLC
Washington
$5.51M +$139K +1,015 +3%
CCFM
841
Clear Creek Financial Management
Washington
$5.47M +$281K +2,049 +6%
TCG
842
Transcendent Capital Group
Oklahoma
$5.47M -$57.5K -419 -1%
NS
843
NBC Securities
Alabama
$5.45M -$30.5K -222 -0.6%
CF
844
Conquis Financial
California
$5.44M -$61.3K -447 -1%
DCM
845
Donaldson Capital Management
Indiana
$5.43M +$102K +741 +2%
WS
846
Wedbush Securities
California
$5.43M +$15.6K +114 +0.3%
PGF
847
Plan Group Financial
Oklahoma
$5.41M -$881K -6,418 -15%
MAS
848
Meeder Advisory Services
Ohio
$5.41M -$127K -925 -2%
CBT
849
Central Bank & Trust
Kentucky
$5.4M -$145K -1,058 -3%
MFC
850
Mechanics Financial Corp
Ohio
$5.4M -$329K -2,400 -6%

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.