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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
GCA
1001
Gallagher Capital Advisors
Texas
$3.95M -$50.9K -371 -1%
DT
1002
Diversified Trust
Tennessee
$3.95M +$189K +1,377 +5%
HIP
1003
HUB Investment Partners
Texas
$3.93M -$130K -945 -3%
SGK
1004
Steigerwald Gordon & Koch
Virginia
$3.91M -$48.4K -353 -1%
APFP
1005
Action Point Financial Planning
Michigan
$3.9M +$3.39M +24,688 +1,496%
VF
1006
Vawter Financial
Ohio
$3.9M -$20.6K -150 -0.6%
GFA
1007
Godfrey Financial Associates
New York
$3.89M +$30.1K +219 +0.8%
BWG
1008
Balanced Wealth Group
Ohio
$3.88M -$281K -2,048 -7%
PPC
1009
Park Place Capital
Alabama
$3.87M -$1.51K -11 -0%
TNA
1010
True North Advisors
Texas
$3.86M +$129K +942 +4%
Koshinski Asset Management
1011
Koshinski Asset Management
Illinois
$3.82M -$115K -841 -3%
TA
1012
TPG Advisors
Illinois
$3.81M +$75.8K +552 +2%
DFC
1013
DBK Financial Counsel
Ohio
$3.81M -$316K -2,299 -8%
CWM
1014
Cornerstone Wealth Management
Missouri
$3.8M -$36.8K -268 -1%
NDSI
1015
Newman Dignan & Sheerar Inc
Rhode Island
$3.79M -$42K -306 -1%
EFS
1016
Essex Financial Services
Connecticut
$3.77M +$64.5K +470 +2%
VWM
1017
Vigilare Wealth Management
Arizona
$3.77M +$2.85M +20,788 +449%
MBTD
1018
Mechanics Bank - Trust Department
California
$3.74M +$387K +2,823 +13%
LOWM
1019
Laurel Oak Wealth Management
New Jersey
$3.74M -$165K -1,203 -5%
WIM
1020
Westside Investment Management
California
$3.74M +$18.9K +138 +0.6%
DPI
1021
Diversified Portfolios Inc
Michigan
$3.73M -$152K -1,105 -4%
CFO
1022
CVA Family Office
Colorado
$3.72M -$2.33K -17 -0.1%
HCM
1023
Hicks Capital Management
Ohio
$3.7M +$62.6K +456 +2%
SKK
1024
Shepherd Kaplan Krochuk
Massachusetts
$3.69M -$49.3K -359 -1%
FFP
1025
FourThought Financial Partners
Florida
$3.69M -$43K -313 -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.