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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
PMG
2001
Private Management Group
California
$530K +$3.29K +24 +0.7%
TCM
2002
Traub Capital Management
Massachusetts
$528K +$2.06K +15 +0.4%
BWP
2003
BlueStem Wealth Partners
Minnesota
$526K -$19.4K -141 -4%
CWA
2004
Crux Wealth Advisors
California
$525K +$1.37K +10 +0.3%
EV
2005
EJMK Ventures
Illinois
$524K -$60.2K -439 -11%
WAG
2006
Wiser Advisor Group
Arizona
$521K +$1.51K +11 +0.3%
AWA
2007
Asempa Wealth Advisors
Louisiana
$520K +$686 +5 +0.1%
SFP
2008
Shepherd Financial Partners
Massachusetts
$519K
KIA
2009
KCM Investment Advisors
California
$519K -$10.7K -78 -2%
RWFS
2010
Rayburn West Financial Services
Tennessee
$519K
CFP
2011
Cascade Financial Partners
California
$519K -$16.7K -122 -3%
TH
2012
Team Hewins
California
$516K
CWM
2013
Castle Wealth Management
Florida
$514K +$42.3K +308 +10%
WH
2014
Willner & Heller
California
$512K -$823 -6 -0.2%
SCM
2015
Sterling Capital Management
North Carolina
$511K -$4.94K -36 -1%
PFA
2016
Petra Financial Advisors
Colorado
$508K
TNB
2017
Thomasville National Bank
Georgia
$506K +$469K +3,415 New
WW
2018
Winnow Wealth
Texas
$506K +$197K +1,434 +72%
B
2019
Bensler
Washington
$505K +$8.78K +64 +2%
EHC
2020
Everett Harris & Co
California
$504K +$54.9K +400 +13%
TC
2021
Truvestments Capital
Florida
$503K +$42.4K +309 +10%
PNFS
2022
PW Nova Financial Services
Pennsylvania
$501K -$4.12K -30 -0.9%
SWM
2023
SeaCrest Wealth Management
New York
$501K -$62.6K -456 -12%
IWN
2024
Independent Wealth Network
Iowa
$501K +$6.45K +47 +1%
HFS
2025
Hantz Financial Services
Michigan
$501K +$38.8K +283 +9%

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.