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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
ACA
1351
Alpha Capital Advisors
Maine
$1.81M +$11.4K +83 +0.7%
RT
1352
Rockland Trust
Massachusetts
$1.81M
PA
1353
Procyon Advisors
Connecticut
$1.8M +$34.7K +253 +2%
MWA
1354
Midland Wealth Advisors
Illinois
$1.8M -$67.9K -495 -4%
PWP
1355
Principle Wealth Partners
Connecticut
$1.8M -$57.2K -417 -3%
RWMH
1356
Riverpoint Wealth Management Holdings
Illinois
$1.79M +$105K +764 +7%
BA
1357
Bridgewater Advisors
New York
$1.79M +$1.45M +10,550 +678%
NWM
1358
Nolet Wealth Management
Texas
$1.79M +$13.7K +100 +0.8%
GM
1359
GeoWealth Management
Illinois
$1.78M +$575K +4,193 +54%
PPA
1360
Pacific Point Advisors
California
$1.78M
ASBI
1361
American State Bank (Iowa)
Iowa
$1.77M -$114K -834 -7%
Calamos Advisors
1362
Calamos Advisors
Illinois
$1.77M -$41.2M -300,520 -96%
CC
1363
Corsicana & Co
Texas
$1.76M +$76.2K +555 +5%
FPW
1364
Flagship Private Wealth
Massachusetts
$1.76M -$8.92K -65 -0.5%
WJS
1365
William John Sempolinski
Massachusetts
$1.75M +$1.62M +11,833 New
MWM
1366
Mascagni Wealth Management
Mississippi
$1.75M -$82.5K -601 -5%
CFG
1367
Carr Financial Group
Massachusetts
$1.74M +$141K +1,027 +10%
IAA
1368
Independent Advisor Alliance
North Carolina
$1.74M -$59.4M -432,873 -97%
AF
1369
Advisornet Financial
Minnesota
$1.73M +$308K +2,242 +24%
TIAAOA
1370
Teachers Insurance & Annuity Association of America
New York
$1.73M -$7.41K -54 -0.5%
GFG
1371
Goldstone Financial Group
Illinois
$1.73M -$38.2K -278 -2%
LC
1372
LCNB Corp
Ohio
$1.73M
ONST
1373
Old North State Trust
North Carolina
$1.73M -$40.8K -297 -2%
OW
1374
Olistico Wealth
Oklahoma
$1.72M -$216K -1,571 -12%
VFS
1375
Valpey Financial Services
New Hampshire
$1.72M -$9.2K -67 -0.6%

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.