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iShares Core S&P Small-Cap ETF

2,830 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 222 funds opening new positions, 1,123 increasing their positions, 1,137 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 222 | 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: 2,7472,830 (+83)

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
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
34.2%
Holding in Top 10
353
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.37%
% of All Funds
4.27%
New
222
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
SCA
1151
STALEY CAPITAL ADVISERS
Pennsylvania
$2.82M
BL
1152
Balentine LLC
Georgia
$2.8M
FFS
1153
Flavin Financial Services
Florida
$2.8M -$29K -211 -1%
SAM
1154
Smartleaf Asset Management
Massachusetts
$2.76M
MTIC
1155
Missouri Trust & Investment Company
Missouri
$2.76M +$13.7K +100 +0.5%
NFP
1156
Narus Financial Partners
Utah
$2.75M +$33.8K +246 +1%
AWM
1157
Accurate Wealth Management
Florida
$2.72M +$204K +1,485 +9%
CPIA
1158
Cornell Pochily Investment Advisors
New York
$2.72M -$25.9K -189 -1%
ACA
1159
Affinity Capital Advisors
California
$2.71M +$961 +7 +0%
OCWP
1160
Owl Creek Wealth Partners
Colorado
$2.71M +$12.4K +90 +0.5%
LWM
1161
Lionsbridge Wealth Management
Florida
$2.7M -$129K -939 -5%
RWA
1162
Roberts Wealth Advisors
California
$2.7M -$193K -1,408 -7%
SCA
1163
St. Clair Advisors
Ohio
$2.69M -$22.6K -165 -0.9%
BRWA
1164
B. Riley Wealth Advisors
Florida
$2.69M -$2.21M -16,137 -47%
SPF
1165
South Plains Financial
Texas
$2.69M +$65K +474 +3%
UWPG
1166
Ullmann Wealth Partners Group
Florida
$2.68M -$94.7K -690 -4%
FB
1167
Fulton Bank
Pennsylvania
$2.68M +$49.8K +363 +2%
SFMG
1168
Sage Financial Management Group
Virginia
$2.67M -$17.2K -125 -0.7%
CWAF
1169
Core Wealth Advisors (Florida)
Florida
$2.67M -$56.8K -414 -2%
WEG
1170
World Equity Group
Illinois
$2.66M -$81.4K -593 -3%
Russell Investments Group
1171
Russell Investments Group
United Kingdom
$2.66M -$85.2K -621 -3%
AIA
1172
Arcadia Investment Advisors
Idaho
$2.65M +$668K +4,866 +37%
EB
1173
Eastern Bank
Massachusetts
$2.65M -$37.1K -270 -1%
FPTW
1174
Franklin, Parlapiano, Turner & Welch
Texas
$2.64M -$56.3K -410 -2%
SWA
1175
Stratos Wealth Advisors
Ohio
$2.63M +$175K +1,275 +8%

IJR Hedge Fund Activity: Q2 2026 in Review

2,830 of the 8,275 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: 222 funds opened new IJR positions and 85 closed out — a net gain of 137 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.

  • 2,830 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.
  • 222 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +137 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.