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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
WTC
176
WhitTier Trust Company
Nevada
$48.6M +$1.12M +8,195 +3%
MFG
177
Magnus Financial Group
New York
$48.6M +$1.24M +9,007 +3%
UFAC
178
Urban Financial Advisory Corp
Illinois
$48M +$3.69M +26,884 +9%
SILC
179
Starr Indemnity & Liability Company
New York
$47.6M
SIC
180
Shoker Investment Counsel
Ohio
$47.5M -$1.04M -7,553 -2%
ASN
181
Advisory Services Network
Georgia
$47.3M +$1.63M +11,859 +4%
FNT
182
First National Trust
Pennsylvania
$47.2M -$65.2K -475 -0.1%
SFG
183
SNS Financial Group
Minnesota
$46.9M +$43M +313,517 +12,252%
JWA
184
JFS Wealth Advisors
Pennsylvania
$46.9M -$367K -2,677 -0.8%
PPA
185
Painted Porch Advisors
California
$46.5M -$1.24M -9,032 -3%
GLLW
186
Graves Light Lenhart Wealth
Virginia
$46.1M +$1.09M +7,913 +3%
Principal Financial Group
187
Principal Financial Group
Iowa
$45.7M -$43.2M -315,001 -51%
AAP
188
Arax Advisory Partners
Colorado
$45.3M +$38.7M +282,111 +1,213%
CWM
189
Calamos Wealth Management
Illinois
$45.1M +$431K +3,138 +1%
FFS
190
Founders Financial Securities
Maryland
$44.6M +$652K +4,753 +2%
FTWA
191
Fifth Third Wealth Advisors
Ohio
$44.2M +$502K +3,655 +1%
CFO
192
Colony Family Offices
North Carolina
$44M -$952K -6,936 -2%
HWM
193
HB Wealth Management
Georgia
$43.9M +$7.12M +51,886 +21%
HI
194
Horizon Investments
North Carolina
$43.9M -$30.9M -224,941 -43%
ODIJL
195
One Day In July LLC
Vermont
$43.9M -$2.01M -14,636 -5%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$43.4M -$3.86M -28,097 -9%
ERWM
197
Elk River Wealth Management
Colorado
$43.4M -$5.92M -43,144 -13%
OC
198
Oppenheimer & Co
New York
$43M -$476K -3,467 -1%
GBT
199
Grove Bank & Trust
Florida
$41.9M +$842K +6,134 +2%
FA
200
Fiducient Advisors
Illinois
$41.9M -$612K -4,463 -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.