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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, 1,137 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: 1,137

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
1,137
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
CG
1026
Curat Global
New Hampshire
$3.69M -$2.6M -18,919 -42%
USB
1027
Union Savings Bank
Connecticut
$3.68M +$35.5K +259 +1%
PIAS
1028
PCA Investment Advisory Services
Ohio
$3.65M +$31.8K +232 +1%
FLPIM
1029
F.L. Putnam Investment Management
Massachusetts
$3.64M +$62.9K +458 +2%
SRC
1030
Shufro Rose & Co
New York
$3.64M -$51.9K -378 -2%
PCM
1031
Pennsylvania Capital Management
Pennsylvania
$3.63M -$43.5K -317 -1%
W
1032
Wealthquest
Ohio
$3.61M -$14.5K -106 -0.4%
GSWM
1033
Golden State Wealth Management
California
$3.61M -$248K -1,806 -7%
MOACM
1034
Mutual of America Capital Management
New York
$3.61M +$416K +3,031 +14%
ACM
1035
Armbruster Capital Management
New York
$3.59M
UCB
1036
United Community Bank
South Carolina
$3.59M +$93.5K +681 +3%
BFS
1037
Bradley Foster & Sargent
Connecticut
$3.59M +$818K +5,958 +33%
MERSOM
1038
Municipal Employees' Retirement System of Michigan
Michigan
$3.58M
IFO
1039
Independent Family Office
New York
$3.57M +$198K +1,442 +6%
PFM
1040
Phillips Financial Management
Indiana
$3.56M -$660K -4,808 -17%
MF
1041
Montis Financial
Massachusetts
$3.55M -$20.2K -147 -0.6%
LCP
1042
Larch Capital Partners
Florida
$3.55M +$3.28M +23,936 New
VCM
1043
Viewpoint Capital Management
Washington
$3.54M -$600K -4,370 -15%
AWM
1044
Atticus Wealth Management
Florida
$3.54M -$253K -1,842 -7%
KFGK
1045
Keystone Financial Group (Kentucky)
Kentucky
$3.54M -$3.71K -27 -0.1%
BWAM
1046
Boyd Watterson Asset Management
Ohio
$3.54M
SIC
1047
Samalin Investment Counsel
New York
$3.53M -$18.8K -137 -0.6%
BFA
1048
Bluestem Financial Advisors
Illinois
$3.52M +$17.3K +126 +0.5%
PWS
1049
Precision Wealth Strategies
Missouri
$3.52M -$167K -1,216 -5%
LAM
1050
LOM Asset Management
$3.52M +$477K +3,477 +17%

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 1,137 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.