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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
AWM
1426
AAF Wealth Management
Massachusetts
$1.56M -$79.9K -582 -5%
PPW
1427
Pasadena Private Wealth
California
$1.55M +$2.47K +18 +0.2%
ESB
1428
Essex Savings Bank
Connecticut
$1.55M +$137 +1 +0%
EI
1429
Ethic Inc
New York
$1.55M +$1.44M +10,478 New
ACP
1430
Aviance Capital Partners
Florida
$1.55M +$17K +124 +1%
LC
1431
Lincoln Capital
Nebraska
$1.55M +$20K +146 +1%
SI
1432
Severin Investments
Missouri
$1.55M +$51.3K +374 +4%
AWA
1433
Acumen Wealth Advisors
Tennessee
$1.54M -$10.3M -74,721 -88%
MPPHD
1434
Maloon Powers Pitre Higgins & Dennehy
California
$1.54M +$1.43M +10,385 New
IA
1435
Integrity Alliance
Iowa
$1.54M +$166K +1,208 +13%
JMBA
1436
J. M. Brown & Associates
Oklahoma
$1.54M +$1.42M +10,377 New
Acadian Asset Management
1437
Acadian Asset Management
Massachusetts
$1.54M +$1.12M +8,174 +372%
CKAIS
1438
Christensen King & Associates Investment Services
Washington
$1.54M -$13.3K -97 -0.9%
CSPIA
1439
Cary Street Partners Investment Advisory
Virginia
$1.53M -$188K -1,367 -12%
OLA
1440
Oliver Luxxe Assets
New Jersey
$1.53M -$19.5K -142 -1%
SWGC
1441
Summit Wealth Group (Colorado)
Colorado
$1.52M +$218K +1,591 +18%
EA
1442
Emerald Advisors
Washington
$1.52M -$564K -4,111 -29%
AEPWM
1443
Atlantic Edge Private Wealth Management
Florida
$1.52M +$119K +870 +9%
GKWIM
1444
Gerber Kawasaki Wealth & Investment Management
California
$1.52M +$45.7K +333 +3%
EWP
1445
Equity Wealth Partners
Missouri
$1.52M +$91.4K +666 +7%
LSA
1446
Lansing Street Advisors
Pennsylvania
$1.51M +$4.12K +30 +0.3%
BWM
1447
Brown Wealth Management
Illinois
$1.51M -$584K -4,252 -29%
PAG
1448
Paladin Advisory Group
Iowa
$1.51M
MIA
1449
Milestone Investment Advisors
Wisconsin
$1.51M -$60.2K -439 -4%
LSWP
1450
Liberty Square Wealth Partners
Pennsylvania
$1.5M +$549 +4 +0%

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.