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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
HBFP
2101
Henderson Brothers Financial Partners
Pennsylvania
$441K -$406K -2,960 -50%
AAA
2102
Andrews Advisory Associates
Hawaii
$441K
AWMM
2103
Aegis Wealth Management (Maryland)
Maryland
$440K +$408K +2,970 New
PSP
2104
Pacific Sage Partners
Washington
$439K -$3.71K -27 -0.9%
WIM
2105
WealthPlan Investment Management
Nebraska
$437K -$102K -741 -20%
CWM
2106
Collaborative Wealth Management
Florida
$435K +$4.39K +32 +1%
AAM
2107
Aureus Asset Management
Massachusetts
$434K +$34.7K +253 +9%
NCG
2108
Newport Capital Group
New Jersey
$434K +$20K +146 +5%
LWM
2109
Level Wealth Management
North Carolina
$432K +$549 +4 +0.1%
SAM
2110
Seelaus Asset Management
New Jersey
$432K -$16.2K -118 -4%
CA
2111
CGN Advisors
Kansas
$432K -$686 -5 -0.2%
KWM
2112
Kingsman Wealth Management
Florida
$431K +$1.24K +9 +0.3%
RIL
2113
Rothschild Investment LLC
Illinois
$431K
PS
2114
Pinney & Scofield
Massachusetts
$431K
HPBT
2115
Hickory Point Bank & Trust
Illinois
$430K
OC
2116
Oarsman Capital
Wisconsin
$430K +$823 +6 +0.2%
MCA
2117
Midwest Capital Advisors
Michigan
$430K -$2.47K -18 -0.6%
IWP
2118
Innova Wealth Partners
Pennsylvania
$429K +$2.2K +16 +0.6%
GW
2119
Graetz Wealth
Michigan
$429K -$8.65K -63 -2%
PIFP
2120
Partners in Financial Planning
Virginia
$429K -$44.9K -327 -10%
HCC
2121
Hirtle Callaghan & Co
Pennsylvania
$429K
TW
2122
Traveka Wealth
California
$427K -$7.14K -52 -2%
BFA
2123
Buttonwood Financial Advisors
Maryland
$426K -$9.61K -70 -2%
RIM
2124
Rockbridge Investment Management
New York
$426K +$54.6K +398 +16%
KHCM
2125
Kirtland Hills Capital Management
Ohio
$426K +$394K +2,871 New

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.