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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
DWA
1176
Dougherty Wealth Advisers
Minnesota
$2.62M -$3.43K -25 -0.1%
SCM
1177
Sunbeam Capital Management
Georgia
$2.62M +$876K +6,384 +57%
RWP
1178
Revolve Wealth Partners
New Jersey
$2.62M -$26.3K -192 -1%
ZF
1179
Zhang Financial
Michigan
$2.6M +$10.4K +76 +0.4%
SS
1180
SBI Securities
Japan
$2.6M -$22.5K -164 -0.9%
IPW
1181
Intergy Private Wealth
Colorado
$2.59M +$386K +2,810 +19%
CA
1182
Cambridge Advisors
Nebraska
$2.59M +$307K +2,239 +15%
MB
1183
MidFirst Bank
Oklahoma
$2.59M +$298K +2,175 +14%
BWM
1184
Bernicke Wealth Management
Wisconsin
$2.58M
WMWM
1185
Wilkins Miller Wealth Management
Alabama
$2.58M +$267K +1,948 +13%
ES
1186
Eagle Strategies
New York
$2.58M +$507K +3,694 +27%
OWP
1187
Obermeyer Wealth Partners
Colorado
$2.57M -$46K -335 -2%
AFG
1188
ABLE Financial Group
Arizona
$2.57M -$9.06K -66 -0.4%
OHWP
1189
Oak Harbor Wealth Partners
North Carolina
$2.57M -$6.07M -44,238 -72%
RSVP
1190
Ramsay Stattman Vela & Price
Colorado
$2.56M +$91.8K +669 +4%
V
1191
ViaWealth
Kansas
$2.56M -$7K -51 -0.3%
MC
1192
Moors & Cabot
Massachusetts
$2.56M +$124K +901 +6%
UB
1193
Umpqua Bank
Oregon
$2.56M +$749K +5,458 +46%
CAL
1194
Capital Advisors Ltd
Ohio
$2.54M +$44.7K +326 +2%
HWMT
1195
Heritage Wealth Management (Texas)
Texas
$2.54M -$173K -1,258 -7%
LWP
1196
LFG Wealth Partners
Kentucky
$2.54M +$384K +2,796 +20%
MFS
1197
McNamara Financial Services
Massachusetts
$2.53M -$40.8K -297 -2%
KBFS
1198
Kohmann Bosshard Financial Services
Ohio
$2.52M -$24.7K -180 -1%
SF
1199
SWP Financial
California
$2.51M -$82.8K -603 -3%
SC
1200
Scotia Capital
Ontario, Canada
$2.51M +$4.8K +35 +0.2%

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.