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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
O3W
1376
Omni 360 Wealth
New Jersey
$1.71M -$30.1K -219 -2%
TF
1377
Tudor Financial
Ohio
$1.71M +$29.1K +212 +2%
TIAM2
1378
Tru Independence Asset Management 2
Oregon
$1.71M +$92.4K +673 +6%
TRSOTSOK
1379
Teachers Retirement System of the State of Kentucky
Kentucky
$1.71M
EIA
1380
Eldridge Investment Advisors
New Hampshire
$1.71M
SCA
1381
Strathmore Capital Advisors
North Carolina
$1.71M -$136K -994 -8%
AWA
1382
Aaron Wealth Advisors
Illinois
$1.7M +$107K +778 +7%
KW
1383
KWB Wealth
California
$1.7M -$244K -1,777 -13%
AFG
1384
Allegheny Financial Group
Pennsylvania
$1.7M +$39.1K +285 +3%
TAM
1385
Tocqueville Asset Management
New York
$1.7M
FWIA
1386
Fort Washington Investment Advisors
Ohio
$1.7M -$20K -146 -1%
SQA
1387
Simon Quick Advisors
New Jersey
$1.7M +$93K +678 +6%
TVAMP
1388
Tennessee Valley Asset Management Partners
Tennessee
$1.7M +$40.1K +292 +3%
SIAS
1389
Summit Investment Advisory Services
Minnesota
$1.7M -$40.2K -293 -2%
IAS
1390
Investment Advisory Services
Texas
$1.69M -$38.8K -283 -2%
DWM
1391
DecisionMap Wealth Management
Virginia
$1.67M -$21.1K -154 -1%
GC
1392
Gilbert & Cook
Iowa
$1.67M -$6.59K -48 -0.4%
FPW
1393
Fairvoy Private Wealth
Alabama
$1.66M -$432K -3,147 -22%
BI
1394
Beckerman Institutional
New Jersey
$1.66M
EAN
1395
Excelsior Advisor Network
Colorado
$1.66M +$684K +4,987 +80%
RIA
1396
RPG Investment Advisory
California
$1.66M +$28.4K +207 +2%
RMP
1397
Richards, Merrill & Peterson
Washington
$1.65M -$40.3K -294 -3%
LAL
1398
Layline Advisors, LLC
New York
$1.65M +$1.53M +11,130 New
NRC
1399
New Republic Capital
North Carolina
$1.64M -$32.9K -240 -2%
GSAM
1400
Grant Street Asset Management
Pennsylvania
$1.64M -$47.6K -347 -3%

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.