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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
CAWM
1651
Capital Advisors Wealth Management
Washington
$1.01M -$9.88K -72 -1%
DACG
1652
Donor Advised Charitable Giving
California
$1.01M -$22.9K -167 -2%
PCFFS
1653
Pacific Center for Financial Services
California
$1.01M +$274 +2 +0%
WE
1654
Wealth Effects
Massachusetts
$1.01M
FAM
1655
Formidable Asset Management
Ohio
$999K -$51.5K -375 -4%
WOSD
1656
WFA of San Diego
California
$998K +$19.5K +142 +2%
KA
1657
KLCM Advisors
Wisconsin
$996K
CFG
1658
Cooper Financial Group
California
$995K +$13.7K +100 +2%
FWI
1659
Facet Wealth Inc
Maryland
$990K +$140K +1,023 +18%
GIP
1660
Granite Investment Partners
California
$985K +$44.5K +324 +5%
CPP
1661
Capasso Planning Partners
South Carolina
$983K -$3.84K -28 -0.4%
KF
1662
Krilogy Financial
Missouri
$982K +$147K +1,074 +19%
TWP
1663
Triad Wealth Partners
Kansas
$982K +$92.4K +673 +11%
LCM
1664
LVM Capital Management
Michigan
$977K
BOPW
1665
Brandywine Oak Private Wealth
Pennsylvania
$976K +$674K +4,908 +293%
EB
1666
Emprise Bank
Kansas
$976K
BFA
1667
Beacon Financial Advisory
Ohio
$973K -$549 -4 -0.1%
TWP
1668
Tyche Wealth Partners
Texas
$972K +$195K +1,423 +28%
PWP
1669
Phillips Wealth Planners
Mississippi
$968K -$22.5K -164 -2%
CG
1670
Cynosure Group
Utah
$965K +$134K +980 +18%
AA
1671
Advisory Alpha
Michigan
$963K +$11.7K +85 +1%
TI
1672
Truepoint Inc
Ohio
$963K +$29.8K +217 +3%
LCC
1673
Lincoln Capital Corp
Rhode Island
$961K +$1.37K +10 +0.2%
PWM
1674
PTM Wealth Management
United States
$961K -$25.3K -184 -3%
OAM
1675
Occidental Asset Management
California
$957K +$886K +6,454 New

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.