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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
EWS
201
Evergreen Wealth Solutions
Pennsylvania
$41.7M +$5.11M +37,214 +15%
AFG
202
Albion Financial Group
Utah
$41.4M -$488K -3,559 -1%
CIA
203
Capital Investment Advisors
Georgia
$41.2M -$124K -900 -0.3%
AWA
204
Alaska Wealth Advisors
Alaska
$40.7M -$319K -2,328 -0.8%
RFA
205
RTD Financial Advisors
Pennsylvania
$40.3M -$1.38M -10,091 -4%
LBC
206
Lowe Brockenbrough & Co
Virginia
$40.2M +$861K +6,275 +2%
MW
207
MBL Wealth
North Carolina
$40M +$652K +4,750 +2%
HI
208
Hudock Inc
Pennsylvania
$39.9M -$1.04M -7,585 -3%
BHWM
209
Bar Harbor Wealth Management
New Hampshire
$39.6M -$522K -3,806 -1%
VAS
210
Vestmark Advisory Solutions
Massachusetts
$39.4M +$1.91M +13,902 +6%
CI
211
CX Institutional
Indiana
$39.3M +$24.9M +181,646 +218%
Lazard Asset Management
212
Lazard Asset Management
New York
$39.3M -$879K -6,408 -2%
FWCM
213
Ferguson Wellman Capital Management
Oregon
$39.1M +$216K +1,575 +0.6%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$39M -$1.76M -12,832 -5%
NP
215
NorthRock Partners
Minnesota
$39M -$1.67M -12,149 -4%
VA
216
Valmark Advisers
Ohio
$38.5M -$2.47M -18,024 -6%
MYIA
217
Mount Yale Investment Advisors
Colorado
$38M +$3.87M +28,186 +12%
GC
218
Guidance Capital
Kentucky
$38M +$496K +3,616 +1%
MFG
219
Merit Financial Group
Georgia
$37M -$231K -1,686 -0.7%
FPAS
220
Focus Partners Advisor Solutions
Missouri
$36.9M +$27.7M +201,550 +424%
VFA
221
Voya Financial Advisors
Connecticut
$36.6M -$2.93M -21,376 -8%
MAM
222
Madison Asset Management
Wisconsin
$36.5M -$1.97M -14,330 -6%
HW
223
Hancock Whitney
Mississippi
$36.4M -$502K -3,659 -1%
FSA
224
Financial Services Advisory
Maryland
$36.4M +$27.3M +198,794 +426%
RRA
225
Round Rock Advisors
Connecticut
$36.3M +$799K +5,825 +2%

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.