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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
MFGM
2201
Marshall Financial Group (Maryland)
Maryland
$377K -$119K -868 -25%
CFGW
2202
Chancellor Financial Group WB
Pennsylvania
$376K -$20.2K -147 -5%
TF
2203
Tenon Financial
New Jersey
$376K +$66.3K +483 +24%
MAG
2204
M3 Advisory Group
Massachusetts
$376K -$137 -1 -0%
FA
2205
Fermata Advisors
California
$375K -$46.7K -340 -12%
CA
2206
Chatterton & Associates
California
$375K +$22.2K +162 +7%
IWS
2207
Intentional Wealth Strategies
Colorado
$374K -$43.4K -316 -11%
BAMG
2208
Brand Asset Management Group
Missouri
$374K +$412 +3 +0.1%
CAM
2209
Creekmur Asset Management
Illinois
$374K +$69.6K +507 +25%
BOSSRA
2210
B.O.S.S. Retirement Advisors
Utah
$373K -$3.98K -29 -1%
SIAG
2211
Signet Investment Advisory Group
Rhode Island
$372K
NSAM
2212
North Star Asset Management
Wisconsin
$371K
DBRC
2213
D.B. Root & Company
Pennsylvania
$369K +$274 +2 +0.1%
WWM
2214
Whalen Wealth Management
Nevada
$367K +$105K +767 +45%
SGFG
2215
Silver Grove Financial Group
New York
$366K +$332K +2,416 +4,646%
RIA
2216
Rhodes Investment Advisors
Texas
$366K +$20.6K +150 +6%
DHC
2217
Drum Hill Capital
Connecticut
$366K
HWA
2218
Heritage Wealth Architects
Minnesota
$365K
AWM
2219
Aprio Wealth Management
Georgia
$364K -$1.06M -7,693 -76%
Schroder Investment Management Group
2220
Schroder Investment Management Group
United Kingdom
$363K
FFG
2221
Foundry Financial Group
New Hampshire
$363K -$32.1K -234 -9%
AWM
2222
Aries Wealth Management
Maine
$363K
HIA
2223
Highland Investment Advisors
Florida
$362K +$335K +2,440 New
CL
2224
CIM LLC
New York
$361K -$30.9K -225 -8%
IAG
2225
Investmark Advisory Group
Connecticut
$361K +$1.1K +8 +0.3%

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.