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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
SFG
1251
SevenBridge Financial Group
Pennsylvania
$2.24M -$144K -1,048 -7%
CT
1252
Coastline Trust
Rhode Island
$2.23M -$9.06K -66 -0.4%
QWM
1253
Quadcap Wealth Management
Texas
$2.23M +$15.5K +113 +0.8%
TPWA
1254
TRUE Private Wealth Advisors
Oregon
$2.23M -$150K -1,092 -7%
GWM
1255
GSB Wealth Management
Connecticut
$2.23M -$41.4K -302 -2%
CCA
1256
Cora Capital Advisors
New Jersey
$2.22M -$88.9K -648 -4%
TWA
1257
Talisman Wealth Advisors
New Jersey
$2.22M +$173K +1,257 +9%
JAA
1258
Joel Adams & Associates
North Carolina
$2.21M -$87.6K -638 -4%
PWA
1259
Provenance Wealth Advisors
Florida
$2.2M -$694K -5,059 -25%
PIM
1260
Penobscot Investment Management
Massachusetts
$2.2M -$30.9K -225 -1%
UWM
1261
Urban Wealth Management
California
$2.2M -$166K -1,208 -8%
FCM
1262
Firestone Capital Management
Florida
$2.2M +$443K +3,226 +28%
CIA
1263
Choate Investment Advisors
Massachusetts
$2.2M -$95.7K -697 -4%
BPC
1264
Bearing Point Capital
Minnesota
$2.2M +$137 +1 +0%
BWA
1265
BlueSky Wealth Advisors
North Carolina
$2.19M -$36K -262 -2%
JWBC
1266
John W. Brooker & Co
California
$2.18M -$735K -5,355 -27%
ADL
1267
Asset Dedication LLC
California
$2.18M +$173K +1,257 +9%
HNWAG
1268
High Net Worth Advisory Group
Florida
$2.18M -$50K -364 -2%
Nuveen
1269
Nuveen
North Carolina
$2.18M +$2.01M +14,670 New
JSL
1270
JT Stratford LLC
Georgia
$2.16M -$155K -1,127 -7%
UWP
1271
Uniting Wealth Partners
Kansas
$2.15M -$273K -1,990 -12%
NDBT
1272
North Dallas Bank & Trust
Texas
$2.15M +$342K +2,495 +21%
SIA
1273
SeaBridge Investment Advisors
New Jersey
$2.15M
CCM
1274
Colorado Capital Management
Colorado
$2.15M -$32.7K -238 -2%
SC
1275
Steph & Co
Wisconsin
$2.15M -$27.4K -200 -1%

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.