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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
ACP
1626
Arcus Capital Partners
Georgia
$1.07M +$3.02K +22 +0.3%
CFA
1627
Camarda Financial Advisors
Florida
$1.07M -$66.4K -484 -6%
UA
1628
URS Advisory
Florida
$1.07M +$988K +7,197 New
KWA
1629
Kondo Wealth Advisors
California
$1.07M
FG
1630
Foster Group
Iowa
$1.06M -$153K -1,114 -13%
WCM
1631
Winthrop Capital Management
Indiana
$1.06M
TBA
1632
Tower Bridge Advisors
Pennsylvania
$1.06M +$604K +4,400 +160%
CWWM
1633
Curry Webb Wealth Management
Indiana
$1.06M -$165K -1,199 -14%
TWA
1634
Tulsa Wealth Advisors
Oklahoma
$1.05M -$1.78K -13 -0.2%
CHAM
1635
Clear Harbor Asset Management
Connecticut
$1.05M +$66.4K +484 +7%
PIA
1636
Powell Investment Advisors
Florida
$1.05M +$6.59K +48 +0.7%
LW
1637
Linscomb Wealth
Texas
$1.05M -$18.5K -135 -2%
PHWA
1638
Petersen Hastings Wealth Advisors
Washington
$1.05M -$2.75K -20 -0.3%
FDW
1639
Fourth Dimension Wealth
Ohio
$1.05M +$9.33K +68 +1%
WPC
1640
Waters Parkerson & Co
Louisiana
$1.05M +$5.9K +43 +0.6%
SHFA
1641
SC&H Financial Advisors
Maryland
$1.04M +$1.65K +12 +0.2%
FF
1642
Farnam Financial
Arizona
$1.04M -$214K -1,557 -18%
STB
1643
S&T Bank
Pennsylvania
$1.04M
GIPW
1644
Granite Islands Private Wealth
Connecticut
$1.03M +$245K +1,788 +35%
WLIM
1645
White Lighthouse Investment Management
Massachusetts
$1.03M -$2.06K -15 -0.2%
RFW
1646
Redwood Family Wealth
Texas
$1.03M -$25.9K -189 -3%
WKSWA
1647
White Knight Strategic Wealth Advisors
New Jersey
$1.02M +$132K +962 +16%
CFG
1648
Compton Financial Group
Maryland
$1.02M -$300K -2,185 -24%
BC
1649
Barrett & Company
Rhode Island
$1.02M +$137 +1 +0%
CD
1650
Chapin Davis
Maryland
$1.02M -$1.82M -13,260 -66%

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.