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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
AWP
1076
Astra Wealth Partners
New Jersey
$3.32M +$36.1K +263 +1%
RWM
1077
Rialto Wealth Management
New York
$3.32M
EPP
1078
ETF Portfolio Partners
Kansas
$3.31M -$316K -2,302 -9%
RW
1079
RVW Wealth
California
$3.29M -$16.5K -120 -0.5%
CSF
1080
Capital Squared Financial
Maryland
$3.29M -$11.1K -81 -0.4%
IWB
1081
Innovative Wealth Building
Maryland
$3.28M +$5.9K +43 +0.2%
V
1082
VeraBank
Texas
$3.28M -$41.9K -305 -1%
GEA
1083
Glen Eagle Advisors
New Jersey
$3.26M -$99.6K -726 -3%
AA
1084
Armis Advisers
Georgia
$3.26M +$786K +5,727 +35%
WMP
1085
Wealth Management Partners
Arizona
$3.25M +$14.5K +106 +0.5%
QWP
1086
Quotient Wealth Partners
Texas
$3.24M -$76.6K -558 -2%
BFS
1087
BridgePort Financial Solutions
Iowa
$3.24M +$32.1K +234 +1%
Allspring Global Investments
1088
Allspring Global Investments
North Carolina
$3.24M -$106K -775 -3%
Q1WB
1089
Quest 10 Wealth Builders
Virginia
$3.23M +$18K +131 +0.6%
CANC
1090
Culbertson A N & Co
Virginia
$3.22M -$7.55K -55 -0.3%
LNWTC
1091
Laird Norton Wetherby Trust Company
Washington
$3.21M +$756K +5,509 +34%
JIC
1092
Joel Isaacson & Co
New York
$3.21M +$141K +1,024 +5%
PB
1093
Pinnacle Bancorp
Nebraska
$3.21M +$103K +754 +4%
SFG
1094
Strive Financial Group
Indiana
$3.21M -$125K -911 -4%
CFA
1095
Cahill Financial Advisors
Minnesota
$3.21M -$62.6K -456 -2%
FOR
1096
Family Office Research
Maryland
$3.21M -$14.4K -105 -0.5%
BEC
1097
Blue Edge Capital
Virginia
$3.2M +$2.13M +15,495 +256%
DAS
1098
Dynamic Advisor Solutions
Arizona
$3.19M -$27.2K -198 -0.9%
EWA
1099
Emergent Wealth Advisors
New York
$3.18M -$16.3K -119 -0.6%
MSWM
1100
McGlone Suttner Wealth Management
Wisconsin
$3.18M +$7.14K +52 +0.2%

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.