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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
KCM
2176
Kendall Capital Management
Maryland
$392K -$1.78K -13 -0.5%
WP
2177
Walleye Partners
Wisconsin
$392K -$961 -7 -0.3%
DIA
2178
Davidson Investment Advisors
Montana
$391K +$2.88K +21 +0.8%
AWAG
2179
ARS Wealth Advisors Group
Florida
$391K +$412 +3 +0.1%
CC
2180
Clearwave Capital
California
$391K -$71.4K -520 -16%
CAG
2181
Curtis Advisory Group
California
$388K
GHA
2182
Good Harbor Advisors
Massachusetts
$388K
FRA
2183
Frank Rimerman Advisors
California
$388K -$137 -1 -0%
SWM
2184
Steinberganna Wealth Management
New York
$387K +$549 +4 +0.2%
BDFN
2185
Bond & Devick Financial Network
Minnesota
$386K
RWM
2186
Riverbend Wealth Management
South Carolina
$386K
ECM
2187
Elgethun Capital Management
South Dakota
$386K
GSIAS
2188
Garden State Investment Advisory Services
New Jersey
$385K -$2.06K -15 -0.6%
RIA
2189
Realta Investment Advisors
Delaware
$385K -$50.2K -366 -12%
GL
2190
Gerber LLC
Ohio
$385K
SA
2191
SPWM Advisors
Michigan
$384K +$1.1K +8 +0.3%
APP
2192
Avantax Planning Partners
Iowa
$382K +$354K +2,577 New
IC
2193
Iconiq Capital
California
$382K +$137 +1 +0%
HGA
2194
Hobbs Group Advisors
South Carolina
$380K +$274 +2 +0.1%
FDCP
2195
Foster Dykema Cabot & Partners
Massachusetts
$379K
TPWA
2196
Twin Peaks Wealth Advisors
California
$378K +$76.3K +556 +28%
SWM
2197
Segment Wealth Management
Texas
$378K -$17.8K -130 -5%
CPCM
2198
Cardinal Point Capital Management
Ontario, Canada
$378K +$79.5K +579 +29%
SJGA
2199
Stephen J. Garry & Associates
New York
$378K
GWS
2200
Glassman Wealth Services
Virginia
$377K +$10.4K +76 +3%

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.