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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
MCM
2126
McRae Capital Management
New Jersey
$426K +$3.57K +26 +0.9%
FI
2127
FWG Investments
Kentucky
$424K -$155K -1,132 -28%
EP
2128
EPIQ Partners
Minnesota
$423K +$274 +2 +0.1%
MMHP
2129
Murphy Middleton Hinkle & Parker
Georgia
$422K
PCM
2130
Poehling Capital Management
Wisconsin
$422K -$75.5K -550 -16%
WAG
2131
Wallace Advisory Group
California
$422K
CG
2132
Corundum Group
Colorado
$421K -$617K -4,494 -61%
CWP
2133
Core Wealth Partners
California
$421K
BBES
2134
Buffalo Business & Estate Services
New York
$421K -$389K -2,833 Closed
FAN
2135
Financial Advisors Network
California
$421K +$11.1K +81 +3%
CCA
2136
Checchi Capital Advisers
California
$420K -$25.7K -187 -6%
JBA
2137
Johnson Bixby & Associates
Washington
$418K -$11.5K -84 -3%
ISFAN
2138
Investor's Fiduciary Advisor Network
Washington
$417K -$284K -2,067 -42%
TFM
2139
Trademark Financial Management
Minnesota
$417K -$20.9K -152 -5%
MIM
2140
Marco Investment Management
Georgia
$416K -$4.67K -34 -1%
SIM
2141
Sterling Investment Management
Arizona
$415K -$46K -335 -11%
MMPW
2142
Mitchell McLeod Pugh & Williams
Alabama
$415K +$76.3K +556 +25%
FFP
2143
Frisco Financial Planning
Texas
$414K -$7.14K -52 -2%
PFG
2144
PAX Financial Group
Texas
$413K -$29K -211 -7%
CF
2145
Collier Financial
Colorado
$412K +$17.2K +125 +5%
WC
2146
Woodstock Corp
Massachusetts
$411K -$92.6K -675 -20%
TP
2147
Thayer Partners
Pennsylvania
$411K -$19.4K -141 -5%
CCA
2148
Clarity Capital Advisors
Florida
$410K +$1.1K +8 +0.3%
VHAM
2149
Van Hulzen Asset Management
California
$410K -$6.45K -47 -2%
OPWM
2150
Oxinas Partners Wealth Management
Indiana
$410K

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.