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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
EW
876
Element Wealth
Mississippi
$5.18M -$248K -1,808 -5%
MWM
877
M3 Wealth Management
Ohio
$5.16M +$589K +4,290 +14%
UAG
878
United Advisor Group
Ohio
$5.14M +$188K +1,373 +4%
Toronto Dominion Bank
879
Toronto Dominion Bank
Ontario, Canada
$5.14M +$4.75M +34,625 New
TP
880
TritonPoint Partners
Maryland
$5.12M +$3.97M +28,948 +519%
AIM
881
Advyzon Investment Management
Illinois
$5.11M +$83.3K +607 +2%
SWP
882
Summit Wealth Partners
Florida
$5.08M +$171K +1,243 +4%
QCIG
883
Quad-Cities Investment Group
Iowa
$5.06M +$38.2K +278 +0.8%
SMA
884
Sage Mountain Advisors
Georgia
$5.05M +$80.6K +587 +2%
GWS
885
Greykasell Wealth Strategies
California
$5.03M +$5.49K +40 +0.1%
NL
886
NEPC LLC
Massachusetts
$5.03M +$11.4K +83 +0.2%
PRTG
887
Post Resch Tallon Group
New York
$5.02M -$42.7K -311 -0.9%
VWA
888
Visionary Wealth Advisors
Illinois
$5.02M +$488K +3,556 +12%
Luther King Capital Management (LKCM)
889
Luther King Capital Management (LKCM)
Texas
$5M
EWM
890
Evercore Wealth Management
New York
$4.99M -$36.4K -265 -0.8%
LSIA
891
LaSalle St. Investment Advisors
Illinois
$4.96M +$67K +488 +1%
DJSG
892
D.J. St. Germain
Massachusetts
$4.95M -$197K -1,432 -4%
OPAM
893
Ocean Park Asset Management
California
$4.94M +$3.89M +28,361 +571%
HSWM
894
Hubbell Strickland Wealth Management
Louisiana
$4.93M +$159K +1,155 +4%
SOS
895
Silver Oak Securities
Tennessee
$4.93M +$225K +1,641 +5%
HBCM
896
Heron Bay Capital Management
Michigan
$4.93M +$3.01M +21,963 +195%
GFL
897
Granite FO LLC
New Hampshire
$4.93M +$87.8K +640 +2%
UBG
898
United Bank (Georgia)
Georgia
$4.92M +$3.57K +26 +0.1%
FFN
899
Focus Financial Network
Minnesota
$4.91M +$13.7K +100 +0.3%
BCA
900
Bay Capital Advisors
Virginia
$4.9M +$45.4K +331 +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.