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iShares Core S&P Small-Cap ETF

2,829 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 221 funds opening new positions, 1,123 increasing their positions, 1,137 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 221 | 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: 2,7472,829 (+82)

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
2,829
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
34.19%
Holding in Top 10
353
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.37%
% of All Funds
4.27%
New
221
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
PCMF
1801
Private Capital Management (Florida)
Florida
$763K +$78K +568 +12%
CA
1802
Calton & Associates
Florida
$762K -$404K -2,943 -36%
GS
1803
GWN Securities
Florida
$762K +$11.1K +81 +2%
HSG
1804
Helen Stephens Group
Texas
$759K -$14K -102 -2%
CC
1805
Chicago Capital
Illinois
$759K +$427K +3,112 +155%
SFP
1806
Strategic Financial Planning
Texas
$757K +$243K +1,769 +53%
OKSA
1807
O'Keefe Stevens Advisory
New York
$756K
GC
1808
Granville Capital
North Carolina
$755K
SL
1809
SFM LLC
New Hampshire
$753K -$21.8K -159 -3%
GHAM
1810
Gilman Hill Asset Management
Connecticut
$753K
FP
1811
Financial Perspectives
Minnesota
$752K +$1.24K +9 +0.2%
WAG
1812
Winthrop Advisory Group
Massachusetts
$750K +$87K +634 +14%
CL
1813
COWA LLC
Oklahoma
$750K -$6.86K -50 -1%
PC
1814
Permanens Capital
New York
$742K +$686K +5,000 New
KNW
1815
Kesler Norman & Wride
Utah
$740K +$53.9K +393 +9%
TAFW
1816
Tred Avon Family Wealth
Maryland
$740K
SIC
1817
Salem Investment Counselors
North Carolina
$738K +$7.96K +58 +1%
KW
1818
Keyvantage Wealth
Pennsylvania
$737K -$82.5K -601 -11%
LWM
1819
Lakeridge Wealth Management
Ohio
$734K +$24.8K +181 +4%
BI
1820
BluePrint Investing
California
$734K -$249K -1,817 -27%
GFG
1821
Greystone Financial Group
Michigan
$733K +$356K +2,597 +111%
HPA
1822
High Probability Advisors
New York
$732K -$5.35K -39 -0.8%
EGA
1823
E&G Advisors
Texas
$731K
DWP
1824
Daymark Wealth Partners
Ohio
$728K +$86.3K +629 +15%
BBPWM
1825
Blue Bell Private Wealth Management
Pennsylvania
$727K +$18.3K +133 +3%

IJR Hedge Fund Activity: Q2 2026 in Review

2,829 of the 8,274 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: 221 funds opened new IJR positions and 85 closed out — a net gain of 136 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.

  • 2,829 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.
  • 221 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +136 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.