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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
SCM
2276
Seascape Capital Management
New Hampshire
$335K
DWM
2277
DeLarme Wealth Management
California
$335K -$25.7K -187 -8%
TSMHT
2278
Thurston Springer Miller Herd & Titak
Indiana
$333K +$11.8K +86 +4%
AWA
2279
American Wealth Advisors
Georgia
$333K -$5.08K -37 -2%
CA
2280
Commerce Advisors
Tennessee
$333K +$75.6K +551 +33%
FA
2281
FSA Advisors
Michigan
$332K +$307K +2,240 New
FNB
2282
Farmers National Bank
Kentucky
$332K -$4.25K -31 -1%
BWM
2283
Briggs Wealth Management
Connecticut
$332K
DI
2284
DDFG Inc
California
$332K -$2.61K -19 -0.8%
FA
2285
FF Advisors
California
$330K -$63.1K -460 -17%
DT
2286
DV Trading
Illinois
$329K +$304K +2,218 New
MCM
2287
Morton Capital Management
California
$329K +$4.8K +35 +2%
EWM
2288
Elevatus Welath Management
New York
$327K +$11.3K +82 +4%
PPW
2289
Presilium Private Wealth
Pennsylvania
$326K -$16.7K -122 -5%
CWP
2290
Concord Wealth Partners
Virginia
$326K -$9.06K -66 -3%
IRAG
2291
Investment Research & Advisory Group
Georgia
$325K +$137 +1 +0%
FPWM
2292
FSB Premier Wealth Management
Iowa
$325K +$137 +1 +0%
WMA
2293
William Mack & Associates
Michigan
$324K +$300K +2,187 New
PG
2294
Patten Group
Tennessee
$323K
DW30
2295
Drucker Wealth 3.0
New Jersey
$323K +$64.8K +472 +28%
BFP
2296
Birchwood Financial Partners
Minnesota
$323K +$2.06K +15 +0.7%
WCG
2297
Weaver Consulting Group
California
$323K +$686 +5 +0.2%
VWM
2298
Vermillion Wealth Management
Minnesota
$321K -$76.4K -557 -20%
SCM
2299
Schnieders Capital Management
California
$321K
OPCM
2300
Osborne Partners Capital Management
California
$320K -$61.9K -451 -17%

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.