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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
VPW
1676
Vaquero Private Wealth
Texas
$955K +$883K +6,436 New
TCM
1677
Traynor Capital Management
Pennsylvania
$953K +$18.3K +133 +2%
CCA
1678
Collaborative Capital Advisors
New York
$951K +$880K +6,413 New
KFI
1679
Key Financial Inc
Pennsylvania
$951K +$21.5K +157 +3%
AWA
1680
Acorn Wealth Advisors
Michigan
$949K -$13.3K -97 -1%
BO
1681
Bank OZK
Arkansas
$949K -$14K -102 -2%
SAMC
1682
Spectrum Asset Management (California)
California
$943K +$25.8K +188 +3%
SAG
1683
Sentinel Advisory Group
Wisconsin
$942K -$76.6K -558 -8%
HFW
1684
Horizon Family Wealth
Illinois
$939K +$2.33K +17 +0.3%
SWP
1685
Strategic Wealth Partners
Ohio
$939K +$8.1K +59 +0.9%
AL
1686
ADE LLC
Maryland
$938K -$961 -7 -0.1%
ITIM
1687
Indiana Trust & Investment Management
Indiana
$937K +$19.4K +141 +2%
CPW
1688
Crestmont Private Wealth
Texas
$936K -$5.2M -37,909 -86%
ClearBridge Investments
1689
ClearBridge Investments
New York
$936K
SPIO
1690
Seven Post Investment Office
California
$934K
CPA
1691
Cardiff Park Advisors
California
$931K -$130K -948 -13%
CL
1692
CVFG LLC
Indiana
$931K -$5.9K -43 -0.7%
CFO
1693
Collective Family Office
Pennsylvania
$929K
PTB
1694
Pioneer Trust Bank
Oregon
$929K +$686 +5 +0.1%
CFS
1695
Commonwealth Financial Services
West Virginia
$927K -$52.1K -380 -6%
BC
1696
Brio Consultants
California
$924K +$42.1K +307 +5%
WJA
1697
Willis Johnson & Associates
Texas
$923K -$755K -5,504 -47%
WPC
1698
White Pine Capital
Minnesota
$922K -$4.12K -30 -0.5%
SAM
1699
S.A. Mason
Michigan
$919K +$92.6K +675 +12%
SNB
1700
Security National Bank
Nebraska
$911K -$28.3K -206 -3%

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.