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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
BMWS
1976
Brady Martz Wealth Solutions
North Dakota
$553K +$62.6K +456 +14%
SCA
1977
Stonebridge Capital Advisors
Minnesota
$550K +$53.4K +389 +12%
HFS
1978
Haverford Financial Services
Pennsylvania
$549K
GHA
1979
GW Henssler & Associates
Georgia
$548K -$225K -1,636 -31%
EFG
1980
Everest Financial Group
Minnesota
$548K +$2.06K +15 +0.4%
BL
1981
BFSG LLC
California
$547K
AA
1982
Ashford Advisors
New York
$547K
Citadel Advisors
1983
Citadel Advisors
Florida
$545K +$505K +3,677 New
ST
1984
Sentinel Trust
Texas
$545K
KL
1985
KWMG LLC
Kansas
$543K -$961 -7 -0.2%
GAMC
1986
Garner Asset Management Corp
Texas
$542K -$6.59K -48 -1%
HZ
1987
Hixon Zuercher
Ohio
$542K
TMWM
1988
Taylor & Morgan Wealth Management
Michigan
$541K +$41K +299 +9%
RBC
1989
Roble Belko & Company
Pennsylvania
$541K
SA
1990
Sovran Advisors
California
$541K -$7.82K -57 -2%
HWM
1991
Howard Wealth Management
Connecticut
$539K -$11.3K -82 -2%
BFC
1992
Bedel Financial Consulting
Indiana
$537K -$80.4K -586 -14%
PA
1993
PSI Advisors
Florida
$536K +$35.8K +261 +8%
WWMSC
1994
Wagner Wealth Management (South Carolina)
South Carolina
$536K +$77.5K +565 +19%
LF
1995
LifeSteps Financial
California
$534K -$21.4K -156 -4%
SWTS
1996
Stonehaven Wealth & Tax Solutions
Wisconsin
$533K +$39.9K +291 +9%
EFG
1997
Everhart Financial Group
Ohio
$533K +$12.2K +89 +3%
RDWM
1998
Red Door Wealth Management
Tennessee
$532K -$686 -5 -0.1%
ST
1999
Somerset Trust
Pennsylvania
$531K -$13.7K -100 -3%
CWP
2000
CFM Wealth Partners
Texas
$531K

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.