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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
BWP
1926
BSW Wealth Partners
Colorado
$600K -$24.7K -180 -4%
AFO
1927
Allie Family Office
Florida
$600K -$24.8K -181 -4%
KA
1928
Kooman & Associates
Pennsylvania
$600K -$16.9K -123 -3%
SWM
1929
SFG Wealth Management
Maryland
$600K -$85.4K -622 -13%
GPWM
1930
Grant Private Wealth Management
California
$599K -$41.2K -300 -7%
GCL
1931
Gouws Capital LLC
North Carolina
$597K
HWA
1932
HighRoad Wealth Advisors
Oregon
$597K -$12.8K -93 -2%
LW
1933
Lauer Wealth
Indiana
$594K +$560K +4,084 New
LG
1934
LAM Group
Oregon
$593K
TI
1935
Tidal Investments
Wisconsin
$591K +$177K +1,293 +48%
SFO
1936
Stokes Family Office
Louisiana
$588K -$9.61K -70 -2%
DWA
1937
Douglass Winthrop Advisors
New York
$588K +$544K +3,967 New
DQRIM
1938
Dale Q Rice Investment Management
Washington
$588K -$54.9K -400 -9%
DE
1939
Diversified Enterprises
Delaware
$588K -$549 -4 -0.1%
DWML
1940
Decker Wealth Management LLC
Tennessee
$587K
PIA
1941
Polaris Investment Advisors
Massachusetts
$586K -$2.33K -17 -0.4%
KFAS
1942
Keating Financial Advisory Services
Kansas
$585K -$30.1K -219 -5%
LWM
1943
Liberty Wealth Management
California
$585K
LF
1944
Lantz Financial
Illinois
$585K
LPFG
1945
Landing Point Financial Group
Ohio
$585K -$158K -1,149 -23%
IRP
1946
Investment Research Partners
Pennsylvania
$583K -$54.3K -396 -9%
AA
1947
Aufman Associates
Pennsylvania
$583K -$1.92K -14 -0.4%
VAM
1948
Virtue Asset Management
Illinois
$583K +$160K +1,167 +42%
SIM
1949
Studio Investment Management
Illinois
$581K -$36.5K -266 -6%
PFW
1950
Petros Family Wealth
Minnesota
$580K +$10.6K +77 +2%

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.