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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
PAM
1301
Peak Asset Management
Colorado
$2.05M +$5.49K +40 +0.3%
WA
1302
WP Advisors
California
$2.04M +$5.63K +41 +0.3%
OCA
1303
Odyssey Capital Advisors
Pennsylvania
$2.04M +$109K +795 +6%
CWM
1304
Compass Wealth Management
Connecticut
$2.04M -$106K -772 -5%
BTI
1305
Blue Trust Inc
Georgia
$2.03M -$42.4K -309 -2%
GVCM
1306
Global View Capital Management
Wisconsin
$2.02M +$288K +2,100 +18%
RCG
1307
Regatta Capital Group
California
$2.02M -$8.65K -63 -0.5%
RWB
1308
RMR Wealth Builders
New Jersey
$2.01M -$725K -5,280 -28%
JF
1309
Jump Financial
Illinois
$2.01M +$1.86M +13,526 New
TFM
1310
TFC Financial Management
Massachusetts
$2M -$21.4K -156 -1%
PWA
1311
Prairie Wealth Advisors
Nebraska
$2M
SAM
1312
Secure Asset Management
Michigan
$1.99M -$316K -2,305 -15%
RM
1313
RCW Management
Florida
$1.99M -$210K -1,530 -10%
YAIA
1314
Yanni & Associates Investment Advisors
Pennsylvania
$1.96M -$21.3K -155 -1%
CFFP
1315
Center for Financial Planning
Michigan
$1.96M -$1.92K -14 -0.1%
CA
1316
Continuum Advisory
Idaho
$1.94M -$385K -2,806 -18%
OBGC
1317
O'Brien Greene & Co
Pennsylvania
$1.94M -$95.4K -695 -5%
SP
1318
SWS Partners
Ohio
$1.94M -$5.21K -38 -0.3%
KL
1319
Keenan LLC
Massachusetts
$1.94M -$277K -2,022 -13%
PGA
1320
Portland Global Advisors
Maine
$1.93M -$73.4K -535 -4%
PWMA
1321
Pension & Wealth Management Advisors
Massachusetts
$1.92M -$10.2K -74 -0.6%
ZIC
1322
ZWJ Investment Counsel
Georgia
$1.92M +$301K +2,191 +20%
NRW
1323
Nova R Wealth
Kansas
$1.92M +$1.78K +13 +0.1%
PT
1324
Plimoth Trust
Massachusetts
$1.91M +$50.6K +369 +3%
QFA
1325
Quattro Financial Advisors
Texas
$1.91M -$68.6K -500 -4%

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.