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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
BI
2026
Ballast Inc
Kentucky
$500K -$274 -2 -0.1%
TAM
2027
TCP Asset Management
Ohio
$499K +$7.41K +54 +2%
PWMG
2028
Private Wealth Management Group
New Jersey
$499K
SIM
2029
Synergy Investment Management
Florida
$498K +$23.1K +168 +5%
DWM
2030
DKM Wealth Management
California
$497K -$8.65K -63 -2%
MFPI
2031
Midwest Financial Partners Investments
Minnesota
$495K +$4.8K +35 +1%
WIA
2032
Wetzel Investment Advisors
Indiana
$495K -$269K -1,958 -37%
EP
2033
Edgestream Partners
New Jersey
$494K +$457K +3,329 New
YIH
2034
Y-Intercept (HK)
Hong Kong
$493K -$573K -4,176 -56%
FFG
2035
Fortune Financial Group
Florida
$492K -$32.8K -239 -7%
FEG
2036
Fund Evaluation Group
Ohio
$490K -$3.02K -22 -0.7%
CFA
2037
Capstone Financial Advisors
Illinois
$490K -$3.57K -26 -0.8%
RCM
2038
Radnor Capital Management
Pennsylvania
$489K -$1.37K -10 -0.3%
BCM
2039
Bienville Capital Management
New York
$488K +$452K +3,292 New
NG
2040
Norden Group
Utah
$487K +$19.2K +140 +4%
BST
2041
Bath Savings Trust
Maine
$487K
4A
2042
4Wealth Advisors
Illinois
$486K +$17.3K +126 +4%
WTB
2043
Washington Trust Bank
Washington
$484K +$17.4K +127 +4%
EFN
2044
Equita Financial Network
Pennsylvania
$484K +$1.92K +14 +0.4%
NFG
2045
Northbridge Financial Group
Florida
$484K -$51.9K -378 -10%
DI
2046
DAGCO Inc
Ohio
$481K
CIAS
2047
CBIZ Investment Advisory Services
Ohio
$480K
TC
2048
Trust Company
Kansas
$480K -$185K -1,346 -29%
First Trust Advisors
2049
First Trust Advisors
Illinois
$479K -$11.9K -87 -3%
MCM
2050
Mitchell Capital Management
Kansas
$478K -$7K -51 -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.