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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
AIM
76
Acropolis Investment Management
Missouri
$146M -$2.08M -15,125 -2%
DWM
77
Destination Wealth Management
California
$137M +$11.3M +82,478 +10%
SPIA
78
Steward Partners Investment Advisory
New York
$135M -$95.2M -694,002 -43%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$134M +$6.18M +45,068 +5%
M&T Bank
80
M&T Bank
New York
$129M -$2.25M -16,413 -2%
KAS
81
Kestra Advisory Services
Texas
$129M +$10.2M +74,067 +9%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$128M +$1.4M +10,219 +1%
Members Trust
83
Members Trust
Florida
$128M -$789K -5,747 -0.7%
P
84
&Partners
Tennessee
$127M +$5.52M +40,231 +5%
BPA
85
Beacon Pointe Advisors
California
$127M -$4.67M -34,027 -4%
WA
86
WestEnd Advisors
North Carolina
$126M -$12.4M -90,018 -10%
State Street
87
State Street
Massachusetts
$118M +$275K +2,001 +0.3%
FFA
88
Farther Finance Advisors
California
$118M +$7.61M +55,481 +8%
SFA
89
Sequoia Financial Advisors
Ohio
$109M +$3.87M +28,228 +4%
AUB
90
Atlantic Union Bankshares
Virginia
$106M -$19.6M -142,539 -17%
WT
91
Whittier Trust
California
$106M +$4.19M +30,499 +4%
MWM
92
Mission Wealth Management
California
$105M +$14.8M +107,725 +18%
SCM
93
Steele Capital Management
Iowa
$105M +$7.41M +53,966 +8%
GT
94
Glenview Trust
Kentucky
$104M +$756K +5,506 +0.8%
AI
95
Accredited Investors
Minnesota
$100M +$1.44M +10,504 +2%
FIB
96
First Interstate Bank
Montana
$97.4M -$3.11M -22,649 -3%
IC
97
IEQ Capital
California
$96.3M +$2.91M +21,216 +3%
JIC
98
Johnson Investment Counsel
Ohio
$95.5M +$14M +101,962 +19%
SL
99
SWF LLC
Nebraska
$93.5M +$365K +2,657 +0.4%
SFG
100
Sage Financial Group
Pennsylvania
$92.3M +$2.27M +16,515 +3%

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.