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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, 1,136 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: 1,136

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
1,136
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
AFP
1851
Arnold Financial Planning
Iowa
$690K
GIA
1852
Guyasuta Investment Advisors
Pennsylvania
$690K +$8.92K +65 +1%
IWS
1853
Insight Wealth Strategies
California
$689K -$1.24K -9 -0.2%
FFA
1854
Fortune Financial Advisors
Kansas
$687K -$19.4K -141 -3%
FFA
1855
Fi3 Financial Advisors
Indiana
$686K -$42.8M -312,083 -97%
PP
1856
Patten & Patten
Tennessee
$686K
1CP
1857
17 Capital Partners
Arizona
$685K +$34.4K +251 +6%
HVIA
1858
Hudson Valley Investment Advisors
New York
$685K -$1.1K -8 -0.2%
WCM
1859
WealthBridge Capital Management
Ohio
$684K -$1.51K -11 -0.2%
FC
1860
Financial Council
Maryland
$683K +$5.35K +39 +0.9%
PCA
1861
Peddock Capital Advisors
Massachusetts
$682K
LFG
1862
Lazard Frères Gestion
France
$682K
RCP
1863
Roan Capital Partners
Tennessee
$682K -$199K -1,453 -24%
TFGT
1864
TS Financial Group (TSFG)
Illinois
$679K -$7.14K -52 -1%
DP
1865
DDD Partners
Washington
$677K
Millennium Management
1866
Millennium Management
New York
$676K +$274K +1,996 +78%
CPG
1867
Cornerstone Planning Group
New Jersey
$676K -$57.2K -417 -8%
PTC
1868
Philadelphia Trust Company
Pennsylvania
$676K -$6.86K -50 -1%
RWA
1869
River Wealth Advisors
Pennsylvania
$676K -$21.3K -155 -3%
BB
1870
Berkshire Bank
Massachusetts
$676K
SCA
1871
Stillwater Capital Advisors
Pennsylvania
$675K -$3.84K -28 -0.6%
CMI
1872
Clare Market Investments
Texas
$674K -$4.8K -35 -0.8%
SFAM
1873
Sawyer Falduto Asset Management
Illinois
$673K +$5.9K +43 +1%
SAW
1874
Signal Advisors Wealth
Michigan
$673K +$394K +2,869 +172%
CPW
1875
Cove Private Wealth
New York
$672K +$3.43K +25 +0.6%

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 1,136 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.