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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
NIWA
2226
New Insight Wealth Advisors
California
$360K +$13.7K +100 +4%
OWA
2227
Octavia Wealth Advisors
Ohio
$359K -$3.29K -24 -1%
SF
2228
Slagle Financial
Illinois
$359K +$549 +4 +0.2%
AWM
2229
Avaii Wealth Management
Wisconsin
$359K -$99.1K -722 -23%
LWA
2230
Lifelong Wealth Advisors
Minnesota
$358K -$961 -7 -0.3%
WB
2231
Webster Bank
Connecticut
$358K -$2.88K -21 -0.9%
SLG
2232
Stanley-Laman Group
Pennsylvania
$358K +$20.3K +148 +7%
MSWM
2233
Master's Wealth Management
Pennsylvania
$358K +$4.94K +36 +2%
MPI
2234
Mairs & Power Inc
Minnesota
$357K
PC
2235
Purewater Capital
Texas
$357K -$31.2K -227 -9%
MAG
2236
Meadowbrook Advisors Group
New Jersey
$357K -$84.4K -615 -20%
SEP
2237
Southland Equity Partners
Missouri
$356K -$17.8K -130 -5%
CK
2238
Cohen Klingenstein
New York
$356K
WAP
2239
Wealth Analytics Partners
California
$356K -$137 -1 -0%
T
2240
Tableaux
Massachusetts
$355K
IF
2241
IRON Financial
Illinois
$354K
FC
2242
Financial Consulate
Maryland
$354K -$412 -3 -0.1%
CCG
2243
Coastwise Capital Group
California
$354K +$961 +7 +0.3%
DCM
2244
Davidson Capital Management
Texas
$354K
IWC
2245
Infinity Wealth Counsel
Ohio
$353K
BZWA
2246
Blue Zone Wealth Advisors
California
$353K +$1.65K +12 +0.5%
HGWM
2247
Horst & Graben Wealth Management
Oregon
$352K +$10.3K +75 +3%
AWM
2248
Aberdeen Wealth Management
Illinois
$352K
PWG
2249
Portside Wealth Group
Utah
$352K +$326K +2,375 New
CPA
2250
Compass Planning Associates
Massachusetts
$352K +$325K +2,371 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.