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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
WCM
1226
Winebrenner Capital Management
Kentucky
$2.39M +$3.43K +25 +0.2%
JPWM
1227
Jamison Private Wealth Management
Georgia
$2.37M -$42K -306 -2%
TRCT
1228
Tower Research Capital (TRC)
New York
$2.37M +$2.18M +15,912 +39,780%
AIP
1229
Almanack Investment Partners
Pennsylvania
$2.36M +$2.18M +15,917 New
HOWA
1230
Hudson Oak Wealth Advisory
New Jersey
$2.36M -$69.6K -507 -3%
RGF
1231
Retirement Guys Formula
Ohio
$2.35M +$21.3K +155 +1%
CTA
1232
Camelot Technology Advisors
California
$2.35M -$84.9K -619 -4%
NB
1233
NBH Bank
Colorado
$2.35M +$2.17M +15,827 New
JF
1234
JSF Financial
California
$2.35M +$163K +1,190 +8%
I
1235
INVST
Indiana
$2.33M -$151K -1,099 -7%
PWP
1236
Parkwoods Wealth Partners
New York
$2.33M +$2.15M +15,693 New
GDP
1237
Great Diamond Partners
Maine
$2.32M -$2.06K -15 -0.1%
LI
1238
LVZ Inc
Michigan
$2.32M +$1.31M +9,536 +156%
RWM
1239
Rockwood Wealth Management
Pennsylvania
$2.29M +$44.9K +327 +2%
SLC
1240
Second Line Capital
Louisiana
$2.29M +$28.4K +207 +1%
BTW
1241
Boston Trust Walden
Massachusetts
$2.28M +$961K +7,000 +83%
ABWM
1242
Alpine Bank Wealth Management
Colorado
$2.28M
HNB
1243
Hilltop National Bank
Wyoming
$2.28M -$112K -814 -5%
IFWM
1244
Institute for Wealth Management
Colorado
$2.28M +$202K +1,474 +11%
CWWM
1245
Clear Wave Wealth Management
New Jersey
$2.27M +$191K +1,395 +10%
ACIM
1246
Azimuth Capital Investment Management
Michigan
$2.26M +$305K +2,225 +17%
KWA
1247
Kellett Wealth Advisors
Ohio
$2.26M +$248K +1,805 +13%
SYBT
1248
Stock Yards Bank & Trust
Kentucky
$2.26M +$324K +2,363 +18%
EW
1249
Expressive Wealth
Illinois
$2.25M -$163K -1,185 -7%
Ensign Peak Advisors
1250
Ensign Peak Advisors
Utah
$2.25M

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.