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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
MLL
1726
Moody Lynn & Lieberson
Massachusetts
$869K
OWP
1727
ORG Wealth Partners
Texas
$868K -$48.7K -355 -6%
TPW
1728
TL Private Wealth
Texas
$863K -$122K -886 -13%
LNB
1729
Ledyard National Bank
$862K +$64.1K +467 +9%
KA
1730
Kearns & Associates
California
$861K
AIFAIM
1731
American Institute for Advanced Investment Management
Arizona
$860K -$961 -7 -0.1%
VAG
1732
VisionPoint Advisory Group
Texas
$859K +$98.7K +719 +14%
MWA
1733
Motive Wealth Advisors
Michigan
$859K -$2.61K -19 -0.3%
AAMA
1734
Advanced Asset Management Advisors
Ohio
$857K
ACM
1735
Advisors Capital Management
New Jersey
$857K -$171K -1,244 -18%
LW
1736
Livet Wealth
Utah
$855K -$67.2K -490 -8%
DSA
1737
Droms Strauss Advisors
Missouri
$854K +$549 +4 +0.1%
SEEDPG
1738
S.E.E.D. Planning Group
New York
$853K +$56.7K +413 +8%
CIM
1739
Cambria Investment Management
California
$853K -$7K -51 -0.9%
MSFS
1740
Main Street Financial Solutions
Pennsylvania
$852K -$7.96K -58 -1%
AFP
1741
Ausdal Financial Partners
Iowa
$850K -$593K -4,323 -43%
HIP
1742
Harrell Investment Partners
Texas
$849K -$19.4K -141 -2%
BW
1743
Balance Wealth
Ohio
$848K +$27.7K +202 +4%
TPWM
1744
Twelve Points Wealth Management
Massachusetts
$847K -$125K -908 -14%
AWM
1745
Adams Wealth Management
Utah
$847K -$137 -1 -0%
CI
1746
CacheTech Inc
Utah
$847K -$137 -1 -0%
MWM
1747
McNaughton Wealth Management
California
$846K +$274 +2 +0%
STA
1748
Shade Tree Advisors
New York
$845K
BFG
1749
Bouchey Financial Group
New York
$845K
LL
1750
LPWM LLC
Minnesota
$844K

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.