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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
CWS
1326
Confluence Wealth Services
Pennsylvania
$1.91M +$109K +791 +7%
SPC
1327
Spirepoint Private Client
Florida
$1.91M +$37.2K +271 +2%
MA
1328
Maxele Advisors
Missouri
$1.9M +$1.76M +12,804 New
DWG
1329
Darden Wealth Group
Michigan
$1.87M -$47.9K -349 -3%
SWM
1330
Sherman Wealth Management
Maryland
$1.87M +$21.4K +156 +1%
LWA
1331
Lineweaver Wealth Advisors
Ohio
$1.87M -$43.8K -319 -2%
RSF
1332
Rik Saylor Financial
Ohio
$1.87M -$34.4K -251 -2%
DFA
1333
DHJJ Financial Advisors
Illinois
$1.87M -$19.1K -139 -1%
MIC
1334
Meridian Investment Counsel
California
$1.86M +$6.86K +50 +0.4%
GP
1335
GLR Partners
Maryland
$1.86M +$170K +1,237 +11%
FVWA
1336
Foster Victor Wealth Advisors
South Carolina
$1.86M +$16.1K +117 +0.9%
VA
1337
VestGen Advisors
Illinois
$1.86M -$853K -6,216 -33%
A
1338
Argentarii
Ohio
$1.85M -$75.8K -552 -4%
IAIM
1339
International Assets Investment Management
Florida
$1.85M +$84.9K +619 +5%
RFN
1340
RDA Financial Network
Iowa
$1.84M -$8.23K -60 -0.5%
PA
1341
Powerhouse Assets
Massachusetts
$1.84M -$2.06K -15 -0.1%
SMWM
1342
Silvia McColl Wealth Management
California
$1.84M
MA
1343
MONECO Advisors
Connecticut
$1.84M +$326K +2,377 +24%
NWMP
1344
Noble Wealth Management PBC
Colorado
$1.83M +$3.71K +27 +0.2%
LFG
1345
Leverty Financial Group
Wisconsin
$1.83M -$35.3K -257 -2%
FNWM
1346
Financial Network Wealth Management
Utah
$1.83M -$91.7K -668 -5%
HCP
1347
Hardin Capital Partners
South Carolina
$1.83M +$27.2K +198 +2%
XPN
1348
XY Planning Network
Montana
$1.83M +$22.1K +161 +1%
ATWA
1349
Arbor Trust Wealth Advisors
Michigan
$1.83M +$274 +2 +0%
FPGK
1350
Financial Partners Group (Kansas)
Kansas
$1.82M -$1.51K -11 -0.1%

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.