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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
SR
901
Syntax Research
Florida
$4.88M +$79.5K +579 +2%
VWM
902
Verus Wealth Management
Wisconsin
$4.88M +$275K +2,003 +6%
KCAM
903
Kagan Cocozza Asset Management
New Jersey
$4.87M +$348K +2,539 +8%
BFG
904
Birch Financial Group
New Hampshire
$4.86M +$1.15M +8,345 +34%
MCM
905
Magnolia Capital Management
New York
$4.86M -$643K -4,682 -13%
PPWM
906
PFG Private Wealth Management
Florida
$4.86M -$677K -4,930 -13%
WIP
907
WealthCare Investment Partners
Rhode Island
$4.84M +$197K +1,439 +5%
CP
908
Canopy Partners
Ohio
$4.84M -$69.7K -508 -2%
EW
909
Elyxium Wealth
California
$4.84M -$69K -503 -2%
SL
910
Sentinus LLC
Illinois
$4.83M -$151K -1,102 -3%
HLCM
911
Hi-Line Capital Management
South Dakota
$4.83M +$278K +2,024 +7%
MAFA
912
MJT & Associates Financial Advisory
Minnesota
$4.82M -$71.2K -519 -2%
EWM
913
Endowment Wealth Management
Wisconsin
$4.8M +$241K +1,753 +6%
JRSI
914
Jeter Robert S II
$4.8M +$72.7K +530 +2%
SSW
915
Stone Summit Wealth
Florida
$4.8M -$30.7K -224 -0.7%
SG Americas Securities
916
SG Americas Securities
New York
$4.79M +$3.21M +23,420 +263%
PCM
917
Parsons Capital Management
Rhode Island
$4.79M +$52K +379 +1%
WA
918
WBH Advisory
Maryland
$4.76M -$114K -834 -3%
ANTB
919
AMG National Trust Bank
Colorado
$4.74M -$569K -4,147 -11%
PPWP
920
Premier Path Wealth Partners
New Jersey
$4.74M -$1.95M -14,219 -31%
MCA
921
Magnolia Capital Advisors
Mississippi
$4.71M +$47.1K +343 +1%
KHC
922
Koesten Hirschmann & Crabtree
Kansas
$4.71M -$48.6K -354 -1%
ATC
923
Adirondack Trust Company
New York
$4.7M -$53.2K -388 -1%
HIMC
924
Heritage Investors Management Corp
Maryland
$4.69M +$125K +910 +3%
PCA
925
Providence Capital Advisors
North Carolina
$4.69M +$178K +1,300 +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.