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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, 1,136 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: 1,136

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
1,136
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
BCWM
101
Bartlett & Co Wealth Management
Ohio
$92M +$2.33M +16,952 +3%
NA
102
NewEdge Advisors
Louisiana
$89.5M +$2.32M +16,935 +3%
KA
103
Klingman & Associates
New York
$88.5M +$551K +4,016 +0.7%
EH
104
Equitable Holdings
New York
$87.8M -$4.97M -36,190 -6%
APCM
105
Alaska Permanent Capital Management
Alaska
$86.2M -$3.81M -27,797 -5%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$82.4M +$1.19M +8,668 +2%
CIA
107
Concurrent Investment Advisors
Florida
$80.4M +$22.7M +165,172 +44%
SIC
108
Sigma Investment Counselors
Michigan
$79.9M -$2.48M -18,090 -3%
BF
109
BOK Financial
Oklahoma
$79.7M -$199K -1,448 -0.3%
UB
110
UMB Bank
Missouri
$77.5M -$3.52M -25,632 -5%
VWM
111
Venturi Wealth Management
Texas
$75.7M +$51M +371,632 +267%
WA
112
Wealth Architects
California
$74.9M -$90.7K -661 -0.1%
FBFS
113
First Business Financial Services
Wisconsin
$74.5M +$146K +1,061 +0.2%
CA
114
Clearstead Advisors
Ohio
$73.6M +$699K +5,091 +1%
ACGA
115
Atlanta Consulting Group Advisors
Georgia
$73.1M +$4.69M +34,204 +7%
GT
116
Greenleaf Trust
Michigan
$72.8M -$4.33M -31,537 -6%
AWM
117
Abound Wealth Management
Tennessee
$72.8M +$3.12M +22,746 +5%
NYLIM
118
New York Life Investment Management
New York
$72.6M +$12.9M +94,362 +24%
CWM
119
Cahaba Wealth Management
Georgia
$71.9M +$1.01M +7,369 +2%
CWM
120
Connecticut Wealth Management
Connecticut
$71M -$3.77M -27,502 -5%
FBB
121
Fulton Breakefield Broenniman
Maryland
$70.6M +$4.98M +36,313 +8%
EWA
122
EP Wealth Advisors
California
$69.9M +$20.3M +147,683 +46%
BBHC
123
Brown Brothers Harriman & Co
New York
$69.9M +$687K +5,006 +1%
PAG
124
Private Advisor Group
New Jersey
$69.5M -$8.65M -62,996 -12%
SWP
125
Stratos Wealth Partners
Ohio
$69.4M +$2.43M +17,734 +4%

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 1,136 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.