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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
AC
1051
Allstate Corporation
Illinois
$3.51M -$16.2M -118,310 -83%
MKW
1052
Mullaney, Keating & Wright
Connecticut
$3.48M -$14K -102 -0.4%
4WM
1053
49 Wealth Management
Texas
$3.47M +$2.96M +21,559 +1,169%
A
1054
Alongside
Texas
$3.47M +$3.21M +23,403 New
ANBT
1055
American National Bank & Trust
Texas
$3.47M -$9.2K -67 -0.3%
IVP
1056
Intrinsic Value Partners
Arizona
$3.44M +$259K +1,890 +9%
NHT
1057
New Hampshire Trust
New Hampshire
$3.43M -$105K -768 -3%
BDF
1058
Black Diamond Financial
Maryland
$3.43M +$72.3K +527 +2%
MPPLM
1059
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.42M +$11.3K +82 +0.4%
BCM
1060
Bronte Capital Management
Australia
$3.41M +$3.16M +23,004 New
QCM
1061
QRG Capital Management
Illinois
$3.41M +$776K +5,651 +33%
TIA
1062
Tiemann Investment Advisors
California
$3.41M -$36.1K -263 -1%
KWM
1063
Keebeck Wealth Management
Illinois
$3.41M
JBW
1064
Journey Beyond Wealth
Georgia
$3.4M -$243K -1,772 -7%
SWA
1065
SOA Wealth Advisors
New York
$3.4M -$300K -2,184 -9%
NWP
1066
NerdWallet Wealth Partners
New York
$3.38M +$915K +6,670 +41%
WWM
1067
Woodside Wealth Management
Massachusetts
$3.37M +$45.4K +331 +1%
IA
1068
Inspire Advisors
Idaho
$3.36M +$434K +3,162 +16%
AI
1069
AdvisorShares Investments
Maryland
$3.35M +$3.1M +22,600 New
TWM
1070
Tradition Wealth Management
Minnesota
$3.35M -$12.1K -88 -0.4%
CWA
1071
CM Wealth Advisors
Ohio
$3.35M +$14.4K +105 +0.5%
GWM
1072
Greenwich Wealth Management
Connecticut
$3.34M +$412 +3 +0%
TWM
1073
TopTier Wealth Management
Wisconsin
$3.33M +$123K +893 +4%
GCA
1074
Greenwood Capital Associates
South Carolina
$3.33M -$291K -2,121 -9%
AWA
1075
Arete Wealth Advisors
Illinois
$3.32M -$151K -1,101 -5%

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.