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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
E
1901
Evansbrook
Illinois
$638K
FCH
1902
Freestone Capital Holdings
Washington
$637K +$37.2K +271 +7%
FPL
1903
Fortress Private Ledger
North Carolina
$636K +$19.4K +141 +3%
FA
1904
FC Advisory
Pennsylvania
$635K -$1.51K -11 -0.3%
CPA
1905
Clear Point Advisors
New York
$634K +$587K +4,275 New
SBWIC
1906
Schaper Benz & Wise Investment Counsel
Wisconsin
$633K +$13.6K +99 +2%
FPB
1907
First PREMIER Bank
South Dakota
$633K +$40.9K +298 +8%
CWA
1908
Clarity Wealth Advisors
California
$631K +$40.3K +294 +7%
BPC
1909
Banque Pictet & Cie
Switzerland
$630K
MAMG
1910
Milestone Asset Management Group
Connecticut
$630K +$23.1K +168 +4%
EWM
1911
EPG Wealth Management
Georgia
$628K +$10K +73 +2%
NA
1912
Nautilus Advisors
California
$624K -$13.9K -101 -2%
PWS
1913
Proactive Wealth Strategies
Georgia
$624K +$32.7K +238 +6%
KWS
1914
Keystone Wealth Services
California
$617K +$29.5K +215 +5%
LCM
1915
Leisure Capital Management
California
$617K -$2.33K -17 -0.4%
PFA
1916
Portland Financial Advisors
New York
$614K +$86.3K +629 +18%
OWM
1917
Orgel Wealth Management
Wisconsin
$613K +$97.2K +708 +21%
AWMG
1918
ADG Wealth Management Group
Louisiana
$611K +$6.45K +47 +1%
NP
1919
Nilsine Partners
Colorado
$611K +$17.8K +130 +3%
OFS
1920
OneAscent Financial Services
Alabama
$610K +$24.4K +178 +5%
WIC
1921
Woodmont Investment Counsel
Tennessee
$607K
TPF
1922
Tribridge Partners Financial
Maryland
$602K
IIC
1923
Ironwood Investment Counsel
Arizona
$601K -$1.24K -9 -0.2%
BPW
1924
BlueDoor Private Wealth
Massachusetts
$601K
HCM
1925
Hollencrest Capital Management
California
$601K +$137 +1 +0%

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.