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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
DJYG
1101
David J. Yvars Group
Florida
$3.17M +$146K +1,065 +5%
PWA
1102
Peterson Wealth Advisors
Utah
$3.15M +$119K +867 +4%
NPFS
1103
Novak & Powell Financial Services
Florida
$3.15M +$107K +782 +4%
ANC
1104
Ames National Corp
Iowa
$3.14M +$686 +5 +0%
IWA
1105
Invera Wealth Advisors
Oregon
$3.14M +$265K +1,933 +10%
EF
1106
Evanson Financial
Virginia
$3.12M +$2.89M +21,056 New
TCM
1107
TruNorth Capital Management
Michigan
$3.12M -$1.37K -10 -0%
EWA
1108
EverSource Wealth Advisors
Alabama
$3.11M +$1.47M +10,691 +104%
PL
1109
Plancorp LLC
Missouri
$3.09M +$408K +2,973 +16%
Chevy Chase Trust
1110
Chevy Chase Trust
Maryland
$3.08M +$13.2K +96 +0.5%
RFO
1111
RiverGlades Family Offices
Florida
$3.08M +$53K +386 +2%
LAM
1112
Lewis Asset Management
California
$3.07M +$28.8K +210 +1%
AI
1113
Arvest Investments
Arkansas
$3.07M -$67.2K -490 -2%
SWM
1114
Sentinel Wealth Management
Virginia
$3.04M +$78.9K +575 +3%
TFS
1115
Thoroughbred Financial Services
Tennessee
$3.04M -$32K -233 -1%
NG
1116
Novem Group
New York
$3.04M -$13.3K -97 -0.5%
VNA
1117
Valley National Advisers
Pennsylvania
$3.03M -$264K -1,925 -9%
LS
1118
LCW Services
Virginia
$3.03M -$23.6K -172 -0.8%
CAAM
1119
Cornerstone Advisors Asset Management
Pennsylvania
$3.03M -$220K -1,601 -7%
NCM
1120
Narwhal Capital Management
Georgia
$3.03M
DIA
1121
Dana Investment Advisors
Wisconsin
$3.03M -$50.8K -370 -2%
MFG
1122
Mann Financial Group
Minnesota
$3.02M +$59K +430 +2%
GWMR
1123
GC Wealth Management RIA
Massachusetts
$3.01M +$253K +1,841 +10%
BB
1124
Busey Bank
Illinois
$3.01M -$80.4K -586 -3%
PWM
1125
Pines Wealth Management
North Carolina
$3.01M +$25.3K +184 +0.9%

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.