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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
BCA
1951
Ballentine Capital Advisors
South Carolina
$580K -$27.2K -198 -5%
SW
1952
SMART Wealth
Nebraska
$576K +$533K +3,886 New
FVCM
1953
F&V Capital Management
Florida
$575K +$15.1K +110 +3%
FM
1954
Foster & Motley
Ohio
$575K +$65.7K +479 +14%
BTD
1955
BankPlus Trust Department
Mississippi
$575K +$63.7K +464 +14%
MFWP
1956
Mosaic Family Wealth Partners
Missouri
$574K +$180K +1,312 +51%
AFA
1957
AA Financial Advisors
Ohio
$572K +$9.33K +68 +2%
Simplex Trading
1958
Simplex Trading
Illinois
$571K +$512K +3,732 +3,190%
MFG
1959
Mosaic Financial Group
Illinois
$570K -$5.35K -39 -1%
DSC
1960
Duncker Streett & Co
Missouri
$570K
PCM
1961
Prospera Capital Management
Arizona
$569K +$532K +3,876 New
VC
1962
Veracity Capital
Georgia
$568K +$274 +2 +0.1%
AWM
1963
Avondale Wealth Management
Texas
$568K -$103K -750 -16%
AIP
1964
ARS Investment Partners
New York
$568K +$45K +328 +9%
SW
1965
SteelPeak Wealth
California
$565K -$137 -1 -0%
LWMI
1966
Legacy Wealth Management (Idaho)
Idaho
$563K +$170K +1,237 +48%
AF
1967
Alerus Financial
North Dakota
$562K
PWA
1968
Primoris Wealth Advisors
Florida
$560K -$85.9K -626 -14%
AIP
1969
Avail Investment Partners
Pennsylvania
$559K -$3.43K -25 -0.7%
COFSG
1970
Carbahal Olsen Financial Services Group
California
$559K -$2.61K -19 -0.5%
PSA
1971
Plum Street Advisors
Louisiana
$558K -$33.8K -246 -6%
AWG
1972
Altus Wealth Group
Colorado
$556K
3AM
1973
3EDGE Asset Management
Florida
$555K -$482K -3,513 -48%
T. Rowe Price Associates
1974
T. Rowe Price Associates
Maryland
$553K
NCM
1975
NCM Capital Management
New Jersey
$553K

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.