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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
KCP
2326
Kera Capital Partners
California
$309K +$274 +2 +0.1%
AA
2327
Advisory Advocates
Michigan
$308K +$60.2K +439 +27%
SPWG
2328
Syntegra Private Wealth Group
Missouri
$307K -$137 -1 -0%
DCM
2329
Dudley Capital Management
Virginia
$306K -$30.1K -219 -10%
GAB
2330
German American Bancorp
Indiana
$306K +$283K +2,060 New
S
2331
Sachetta
Massachusetts
$305K
TSW
2332
Thompson Siegel & Walmsley
Virginia
$305K +$24.8K +181 +10%
TFA
2333
Tobias Financial Advisors
Florida
$304K -$31.6K -230 -10%
SFA
2334
Souders Financial Advisors
Ohio
$304K -$1.1K -8 -0.4%
BOH
2335
Bank of Hawaii
Hawaii
$303K
SC
2336
Sierra Capital
Florida
$303K
Wealthfront Advisers
2337
Wealthfront Advisers
California
$303K +$280K +2,042 New
AIC
2338
Allodium Investment Consultants
Minnesota
$303K -$46.1K -336 -14%
RW
2339
REDW Wealth
New Mexico
$302K -$28.1K -205 -9%
SP
2340
Successful Portfolios
Florida
$302K -$137 -1 -0%
PAMG
2341
Patton Albertson Miller Group
Tennessee
$301K -$20K -146 -7%
MHR
2342
Matthew Hamilton Rosenberg
$301K
AV
2343
Aspiring Ventures
Ohio
$301K -$118K -859 -30%
NWA
2344
Navis Wealth Advisors
New York
$300K +$4.53K +33 +2%
GFPC
2345
Global Financial Private Client
Florida
$299K +$16.7K +122 +6%
VDC
2346
Van Diest Capital
Iowa
$299K +$17.8K +130 +7%
CFG
2347
Compass Financial Group
Ohio
$298K -$64.8K -472 -19%
NI
2348
Natural Investments
California
$298K -$412 -3 -0.1%
PCS
2349
Private Client Services
Kentucky
$298K -$25.1K -183 -8%
SF
2350
Sun Financial
Utah
$298K -$412 -3 -0.1%

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.