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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
BCG
976
Breakwater Capital Group
New Jersey
$4.18M +$73.3K +534 +2%
DF
977
Dunhill Financial
United Kingdom
$4.18M -$42.8K -312 -1%
IP
978
Indivisible Partners
Florida
$4.16M +$1.72M +12,512 +81%
IF
979
Intrua Financial
Texas
$4.14M +$1.34M +9,765 +54%
JCM
980
Jacobi Capital Management
Pennsylvania
$4.13M +$20K +146 +0.5%
PWA
981
Physician Wealth Advisors
Utah
$4.12M -$164K -1,192 -4%
GI
982
GAMMA Investing
California
$4.11M +$207K +1,507 +6%
Neuberger Berman Group
983
Neuberger Berman Group
New York
$4.1M +$1.08M +7,836 +40%
JFG
984
JMG Financial Group
Illinois
$4.09M +$37.6K +274 +1%
AFP
985
Alpha Financial Partners
Kentucky
$4.08M -$523K -3,810 -12%
IMRF
986
Illinois Municipal Retirement Fund
Illinois
$4.08M +$1.03M +7,500 +38%
AAS
987
Annex Advisory Services
Wisconsin
$4.07M +$1.92K +14 +0.1%
VCA
988
Verdence Capital Advisors
Maryland
$4.06M +$42K +306 +1%
GKIM
989
GW&K Investment Management
Massachusetts
$4.05M +$479K +3,489 +15%
First Manhattan
990
First Manhattan
New York
$4.03M -$455K -3,319 -11%
TCOT
991
Trust Company of Toledo
Ohio
$4.03M -$61.5K -448 -2%
WP
992
Westmount Partners
California
$4.03M +$116K +844 +3%
EL
993
EWA LLC
Pennsylvania
$4.02M +$9.06K +66 +0.2%
AFC
994
AFT Forsyth & Company
Florida
$4.02M -$168K -1,225 -4%
FHB
995
First Hawaiian Bank
Hawaii
$4M -$326K -2,374 -8%
WWM
996
Wiser Wealth Management
Georgia
$4M -$59.4K -433 -2%
TFG
997
Tilson Financial Group
New Jersey
$3.99M -$20K -146 -0.5%
1WM
998
1900 Wealth Management
Texas
$3.98M -$4.13M -30,069 -53%
ASCM
999
Adkins Seale Capital Management
Louisiana
$3.96M -$22.4K -163 -0.6%
OIS
1000
Okabena Investment Services
Minnesota
$3.95M -$252K -1,836 -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.