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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
MW
2051
Maia Wealth
Colorado
$478K -$153K -1,112 -26%
IWA
2052
Independent Wealth Advisors
North Carolina
$478K +$190K +1,384 +75%
WMA
2053
West Michigan Advisors
Michigan
$476K
LA
2054
LexAurum Advisors
Kansas
$475K -$22.2K -162 -5%
SFG
2055
Stonebridge Financial Group
California
$474K +$439K +3,200 New
KWM
2056
Kaydan Wealth Management
Michigan
$474K +$2.2K +16 +0.5%
RFG
2057
RFP Financial Group
Georgia
$471K -$96.6K -704 -18%
TCM
2058
Tassel Capital Management
North Carolina
$471K -$186K -1,354 -30%
AWA
2059
Arbor Wealth Advisors
Michigan
$469K
TFA
2060
Teamwork Financial Advisors
Texas
$469K -$18.3K -133 -4%
AG
2061
AmeriFlex Group
Nevada
$468K +$11.3K +82 +3%
FFL
2062
Financial Freedom LLC
Ohio
$467K +$823 +6 +0.2%
FCM
2063
Fortis Capital Management
Washington
$466K +$1.24K +9 +0.3%
EPW
2064
Endeavor Private Wealth
Kansas
$466K -$1.78K -13 -0.4%
RCP
2065
Rothschild Capital Partners
New York
$466K +$124K +905 +40%
TPW
2066
TOP Private Wealth
Connecticut
$466K +$431K +3,140 New
GAA
2067
Guardian Asset Advisors
Pennsylvania
$466K -$2.16M -15,707 -83%
LEA
2068
Legacy Edge Advisors
New York
$465K
SI
2069
Stirlingshire Investments
New York
$464K -$47.9K -349 -10%
TF
2070
Tenzing Financial
Virginia
$462K +$11K +80 +3%
PWM
2071
Penobscot Wealth Management
Maine
$462K +$16.6K +121 +4%
MI
2072
Moneywise Inc
Virginia
$462K +$10.6K +77 +3%
WHCFA
2073
William Howard & Co Financial Advisors
Tennessee
$460K +$137 +1 +0%
DTL
2074
Dynamic Technology Lab
Singapore
$460K +$425K +3,100 New
HIS
2075
Horizon Investment Services
Indiana
$459K +$137 +1 +0%

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.