We are live on ! Find out more
IJR icon

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
PAA
2251
Peregrine Asset Advisers
Oregon
$351K -$10.4K -76 -3%
FFM
2252
Forum Financial Management
Illinois
$351K +$549 +4 +0.2%
CIM
2253
Capital Investment Management
Missouri
$350K -$961 -7 -0.3%
WRPWM
2254
Werba Rubin Papier Wealth Management
California
$349K +$3.29K +24 +1%
RCM
2255
Richardson Capital Management
Wisconsin
$348K -$4.25K -31 -1%
RC
2256
Resolute Capital
South Carolina
$347K +$321K +2,338 New
TRIA
2257
Trail Ridge Investment Advisors
Colorado
$346K -$11K -80 -3%
BL
2258
BCWM LLC
Kansas
$346K +$7.27K +53 +2%
CB
2259
Chris Bulman
California
$345K
BAM
2260
BOS Asset Management
Illinois
$343K
BWP
2261
Bernardo Wealth Planning
Pennsylvania
$343K +$52.8K +385 +20%
SFG
2262
Shum Financial Group
California
$342K +$72.3K +527 +30%
SAM
2263
Strategy Asset Managers
California
$342K -$22.8K -166 -7%
UFF
2264
USA Financial Formulas
Michigan
$341K +$238K +1,733 +305%
BWA
2265
Blodgett Wealth Advisors
California
$340K -$54.9K -400 -15%
MW
2266
Members Wealth
Pennsylvania
$340K
WB
2267
West Bancorporation
Iowa
$340K +$4.67K +34 +2%
SHGA
2268
Sand Hill Global Advisors
California
$340K -$4.25K -31 -1%
ORC
2269
O'Rourke & Company
Massachusetts
$340K -$24.4K -178 -7%
SFGM
2270
Stonebridge Financial Group (Missouri)
Missouri
$339K -$137 -1 -0%
HWMO
2271
Heritage Wealth Management (Ohio)
Ohio
$339K +$314K +2,287 New
5NPW
2272
55 North Private Wealth
Florida
$339K -$1.92K -14 -0.6%
BCM
2273
BTC Capital Management
Iowa
$338K -$261K -1,899 -45%
BONH
2274
Bank of New Hampshire
New Hampshire
$338K
OCM
2275
Osbon Capital Management
Massachusetts
$338K

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.