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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
IFS
2301
Ifrah Financial Services
Arkansas
$320K -$823 -6 -0.3%
CWP
2302
Curated Wealth Partners
California
$320K
PAM
2303
Pegasus Asset Management
New York
$320K
WG
2304
Welch Group
Alabama
$319K -$31.6K -230 -10%
BFA
2305
Bill Few Associates
Pennsylvania
$318K -$412 -3 -0.1%
SWM
2306
Sterling Wealth Management
Illinois
$317K +$137 +1 +0%
ACA
2307
Anchor Capital Advisors
Massachusetts
$317K -$102K -741 -26%
FH
2308
FWG Holdings
Florida
$317K +$301K +2,191 New
BMC
2309
Beaton Management Company
Massachusetts
$317K
SL
2310
SWMG LLC
Texas
$317K -$526K -3,834 -64%
CSB
2311
City State Bank
Iowa
$316K +$137 +1 +0%
MP
2312
Moment Partners
California
$316K
SA
2313
SRH Advisors
Kansas
$316K
SC
2314
Soundwatch Capital
Connecticut
$314K
PBF
2315
Petix & Botte Financial
California
$314K +$196K +1,425 +207%
CW
2316
Channel Wealth
California
$313K -$549 -4 -0.2%
SCM
2317
Sidoxia Capital Management
California
$313K
VAMG
2318
Voisard Asset Management Group
Michigan
$313K +$686 +5 +0.2%
JSA
2319
Jim Saulnier & Associates
Colorado
$313K +$38.3K +279 +15%
PTP
2320
Platform Technology Partners
New York
$312K +$36K +262 +14%
IIA
2321
ICW Investment Advisors
Arizona
$312K
PFM
2322
Potomac Fund Management
Florida
$312K -$14.5K -106 -5%
SP
2323
Stonebrook Private
Michigan
$310K +$47.9K +349 +20%
CRI
2324
Colonial River Investments
Virginia
$309K -$76.2K -555 -21%
ACS
2325
Archford Capital Strategies
Illinois
$309K -$686 -5 -0.2%

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.