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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
WA
1201
Wealth Alliance
New York
$2.51M -$608K -4,432 -21%
TSS
1202
Two Sigma Securities
New York
$2.51M -$728K -5,303 -24%
TWM
1203
Thrive Wealth Management
Pennsylvania
$2.5M +$35.4K +258 +2%
BLC
1204
Blue Line Capital
Illinois
$2.5M +$78.9K +575 +4%
DFA
1205
Delta Financial Advisors
Louisiana
$2.5M -$198K -1,445 -8%
FWMP
1206
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.49M
SIM
1207
Stratos Investment Management
Ohio
$2.49M +$274 +2 +0%
OCA
1208
OpenArc Corporate Advisory
Georgia
$2.48M -$6.31K -46 -0.3%
MIC
1209
Means Investment Company
Maine
$2.47M -$30.7K -224 -1%
IAS
1210
Integrity Advisory Solutions
Texas
$2.47M +$465K +3,389 +26%
BIM
1211
Baldwin Investment Management
Pennsylvania
$2.46M +$233K +1,696 +11%
FGWP
1212
Founders Grove Wealth Partners
Virginia
$2.46M -$42.4K -309 -2%
CFP
1213
Cypress Financial Planning
New Jersey
$2.46M -$72.5K -528 -3%
SWM
1214
Shelton Wealth Management
Texas
$2.45M -$60.4K -440 -3%
PIMG
1215
Patriot Investment Management Group
Tennessee
$2.44M -$8.51K -62 -0.4%
SFG
1216
Sunburst Financial Group
Alabama
$2.44M -$1.65K -12 -0.1%
FCB
1217
First County Bank
Connecticut
$2.44M +$122K +890 +6%
SC
1218
Sepio Capital
Utah
$2.44M -$1.86M -13,580 -45%
NCM
1219
Novare Capital Management
North Carolina
$2.43M +$56.3K +410 +3%
RIG
1220
RiverFront Investment Group
Virginia
$2.42M +$371K +2,704 +20%
PI
1221
PFG Investments
New York
$2.41M -$37.1K -270 -2%
CCM
1222
Coldstream Capital Management
Washington
$2.41M +$43K +313 +2%
ML
1223
Mayport LLC
Massachusetts
$2.41M -$16.3K -119 -0.7%
FWM
1224
Forza Wealth Management
Florida
$2.4M
EI
1225
Ellevest Inc
New York
$2.39M +$299K +2,178 +15%

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.