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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
CCA
1276
Carrera Capital Advisors
Michigan
$2.14M -$6.31K -46 -0.3%
EFG
1277
Ethos Financial Group
Pennsylvania
$2.14M -$413K -3,008 -17%
Fisher Asset Management
1278
Fisher Asset Management
Washington
$2.14M +$148K +1,077 +8%
ICP
1279
Interchange Capital Partners
Pennsylvania
$2.14M +$11.4K +83 +0.6%
RBFC
1280
Roman Butler Fullerton & Co
Missouri
$2.13M +$2.88K +21 +0.1%
PGAM
1281
Princeton Global Asset Management
New Jersey
$2.13M +$19.1K +139 +1%
BAAM
1282
Baker Avenue Asset Management
California
$2.13M +$140K +1,019 +8%
IPWA
1283
International Private Wealth Advisors
California
$2.12M +$27.9K +203 +1%
IJWM
1284
Inman Jager Wealth Management
Mississippi
$2.12M +$67K +488 +4%
MWC
1285
MKD Wealth Coaches
Michigan
$2.12M +$315K +2,295 +19%
Bank Julius Baer & Co
1286
Bank Julius Baer & Co
Switzerland
$2.11M -$65.6K -478 -3%
RG
1287
Rathbones Group
United Kingdom
$2.11M -$823 -6 -0%
FAI
1288
Fiduciary Advisors Inc
Missouri
$2.1M -$37.6K -274 -2%
KWM
1289
Kassira Wealth Management
Tennessee
$2.09M +$4.67K +34 +0.2%
GPI
1290
General Partner Inc
Pennsylvania
$2.09M
FPH
1291
Financial Planning Hawaii
Hawaii
$2.09M -$6.86K -50 -0.4%
MBC
1292
Michael Brady & Co
Ohio
$2.08M -$6.86K -50 -0.4%
BFW
1293
Brady Family Wealth
Missouri
$2.07M +$961 +7 +0.1%
SGI
1294
Summit Global Investments
Utah
$2.07M -$35.4K -258 -2%
GA
1295
Goldstein Advisors
Wisconsin
$2.06M -$20.2K -147 -1%
AW
1296
Avion Wealth
Texas
$2.06M +$19.9K +145 +1%
NB
1297
NBT Bank
New York
$2.06M -$208K -1,517 -10%
AC
1298
AWM Capital
Arizona
$2.05M +$5.49K +40 +0.3%
RIA
1299
Retirement Investment Advisors
Oklahoma
$2.05M -$137 -1 -0%
GS
1300
GTS Securities
Florida
$2.05M +$1.9M +13,821 New

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.