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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
SWASL
1601
Spartan Wealth Advisory Services LLC
Michigan
$1.11M -$47.3K -345 -4%
OFG
1602
Opulen Financial Group
Virginia
$1.11M -$17.6K -128 -2%
SM
1603
Sensible Money
Arizona
$1.11M +$26.2K +191 +3%
RCA
1604
Riverview Capital Advisers
Massachusetts
$1.11M +$544K +3,967 +113%
EIA
1605
Edgemoor Investment Advisors
Maryland
$1.11M +$2.33K +17 +0.2%
GFP
1606
Gainline Financial Partners
Colorado
$1.11M +$1.02M +7,464 New
SWM
1607
Steelhead Wealth Management
Virginia
$1.1M -$184K -1,340 -15%
CGFA
1608
Colton Groome Financial Advisors
North Carolina
$1.1M -$13.3K -97 -1%
PFS
1609
Prospect Financial Services
New York
$1.1M -$77.1K -562 -7%
TCWM
1610
Total Clarity Wealth Management
Illinois
$1.1M -$25.1K -183 -2%
TPA
1611
Trivium Point Advisory
Connecticut
$1.1M +$123K +893 +14%
TWM
1612
TRB Wealth Management
Texas
$1.1M -$81.5K -594 -7%
MEAC
1613
M.E. Allison & Co
Texas
$1.1M +$274 +2 +0%
C1AG
1614
Client 1st Advisory Group
Florida
$1.09M +$65.6K +478 +7%
TSW
1615
Three Seasons Wealth
Utah
$1.09M +$4.67K +34 +0.5%
CA
1616
Claro Advisors
Massachusetts
$1.09M +$2.33K +17 +0.2%
HNWA
1617
Henrickson Nauta Wealth Advisors
Michigan
$1.09M +$11.1K +81 +1%
PRAG
1618
Portfolio Resources Advisor Group
Florida
$1.09M +$261K +1,905 +35%
ACA
1619
American Capital Advisory
Idaho
$1.09M -$961 -7 -0.1%
JC
1620
JB Capital
Connecticut
$1.08M +$220K +1,601 +28%
CW
1621
CrossGen Wealth
North Carolina
$1.08M -$34.7K -253 -3%
SHJ
1622
Sharkey, Howes & Javer
Colorado
$1.08M -$109K -794 -10%
AAMC
1623
Asset Allocation & Management Company
Illinois
$1.08M +$399K +2,909 +67%
RLWM
1624
RF&L Wealth Management
Massachusetts
$1.07M -$34.2K -249 -3%
IA
1625
Insight Advisors
Pennsylvania
$1.07M -$23.2K -169 -2%

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.