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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
WFA
851
Wellspring Financial Advisors
Ohio
$5.38M -$343K -2,499 -0.7%
NPT
852
National Philanthropic Trust
Pennsylvania
$5.37M +$68.2K +497 +1%
HIA
853
Harbor Investment Advisory
Maryland
$5.37M +$175K +1,277 +4%
JWM
854
JHP Wealth Management
Colorado
$5.35M +$1.3M +9,448 +35%
WPW
855
Winthrop Partners - WNY
New York
$5.35M +$51.5K +375 +1%
CP
856
Capital Planning
Washington
$5.34M -$13.9K -101 -0.3%
AF
857
Ally Financial
Michigan
$5.34M -$6.04M -44,000 -55%
MUAMU
858
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.34M
HWA
859
Heartwood Wealth Advisors
Virginia
$5.33M +$380K +2,769 +8%
CPSC
860
Carl P. Sherr & Co
Massachusetts
$5.33M -$104K -758 -2%
CFO
861
Capitol Family Office
Oregon
$5.31M -$1.88M -13,668 -28%
SPFA
862
Summit Place Financial Advisors
New Jersey
$5.27M +$172K +1,250 +4%
GPA
863
Garrison Point Advisors
California
$5.27M +$43.2K +315 +0.9%
CFB
864
Cullen/Frost Bankers
Texas
$5.26M +$204K +1,484 +4%
MA
865
Mutual Advisors
Nebraska
$5.26M +$178K +1,299 +4%
VCM
866
Verde Capital Management
Michigan
$5.26M -$460K -3,351 -9%
LDB
867
Lee, Danner & Bass
Tennessee
$5.25M -$70.7K -515 -1%
BP
868
BBR Partners
New York
$5.25M +$4.59M +33,451 +1,706%
VIA
869
Vickerman Investment Advisors
Washington
$5.25M -$39.2K -286 -0.8%
ST
870
Spinnaker Trust
Maine
$5.24M -$167K -1,217 -3%
AWM
871
Aureum Wealth Management
Florida
$5.22M +$192K +1,402 +4%
OMIC
872
Old Mission Investment Co
Michigan
$5.19M +$4.8M +35,000 New
PCM
873
Park Capital Management
Wisconsin
$5.19M -$3.78M -27,579 -44%
SAA
874
Southeast Asset Advisors
Georgia
$5.18M +$1.23M +8,928 +34%
PBO
875
Peoples Bank (Ohio)
Ohio
$5.18M -$54.6K -398 -1%

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.