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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
FB
1576
First Bancorp
Maine
$1.16M +$46.7K +340 +5%
CWM
1577
Concentrum Wealth Management
California
$1.16M +$337K +2,456 +46%
PWA
1578
Pitcairn Wealth Advisors
Pennsylvania
$1.16M +$549 +4 +0.1%
PB
1579
Prosperity Bancshares
Texas
$1.15M -$172K -1,251 -14%
FNT
1580
First Nebraska Trust
Nebraska
$1.15M +$10.8K +79 +1%
PA
1581
Probity Advisors
Texas
$1.15M -$137 -1 -0%
BAM
1582
Berkshire Asset Management
Pennsylvania
$1.15M
CWP
1583
Cyndeo Wealth Partners
Florida
$1.15M +$334K +2,436 +46%
WPP
1584
Whalerock Point Partners
Rhode Island
$1.14M +$444K +3,238 +73%
MAM
1585
MMA Asset Management
Pennsylvania
$1.14M +$274 +2 +0%
CFG
1586
Cosner Financial Group
Colorado
$1.14M -$144K -1,050 -12%
TIP
1587
Tandem Investment Partners
New Jersey
$1.14M -$74.8K -545 -7%
OCM
1588
Orion Capital Management
California
$1.14M -$19.6K -143 -2%
PSF
1589
Pacific Sun Financial
California
$1.13M -$35.5K -259 -3%
WP
1590
WealthShield Partners
North Carolina
$1.13M -$1.16M -8,425 -53%
1WA
1591
180 Wealth Advisors
Washington
$1.13M -$22.5K -164 -2%
MCP
1592
Miller Capital Partners
Michigan
$1.13M
CFM
1593
Compass Financial Management
Florida
$1.12M +$1.03M +7,516 New
SVWAG
1594
Sound View Wealth Advisors Group
Georgia
$1.12M -$69.2K -504 -6%
GWM
1595
Greenhouse Wealth Management
Connecticut
$1.12M +$2.75K +20 +0.3%
CWM
1596
Centurion Wealth Management
Virginia
$1.12M +$3.16K +23 +0.3%
CIS
1597
Connors Investor Services
Pennsylvania
$1.11M +$133K +968 +15%
EWA
1598
Evolution Wealth Advisors
Florida
$1.11M -$26.3K -192 -2%
BT
1599
Banque Transatlantique
France
$1.11M +$1.03M +7,500 New
TF
1600
Tandem Financial
Colorado
$1.11M +$232K +1,688 +29%

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.