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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
EA
2351
Eclectic Associates
California
$298K
LWM
2352
LongView Wealth Management
Georgia
$297K +$14.8K +108 +6%
QC
2353
Quent Capital
New York
$297K
RW
2354
Rockport Wealth
Ohio
$296K +$137 +1 +0.1%
CWGL
2355
Cedrus Wealth Group LLC
Minnesota
$296K -$515K -3,752 -65%
LC
2356
Lavaca Capital
Texas
$296K +$150K +1,095 +122%
BWM
2357
BCGM Wealth Management
Indiana
$295K -$2.61K -19 -0.9%
KIM
2358
Kestra Investment Management
Texas
$295K -$74.7K -544 -21%
PP
2359
PDS Planning
Ohio
$295K +$8.65K +63 +3%
OBWA
2360
Oak Barrel Wealth Advisory
Virginia
$294K +$272K +1,982 New
CT
2361
Clearstead Trust
Maine
$292K
IP
2362
Investment Partners
Ohio
$292K +$16.5K +120 +7%
DSC
2363
Daytona Street Capital
Missouri
$291K
FAT
2364
First American Trust
California
$290K +$12.5K +91 +5%
IWMO
2365
Integrated Wealth Management (Ohio)
Ohio
$290K -$4.67K -34 -2%
BBFA
2366
Brindle & Bay Financial Advisors
Texas
$290K +$823 +6 +0.3%
MCA
2367
Maryland Capital Advisors
Maryland
$289K +$268K +1,950 New
RWM
2368
Revisor Wealth Management
Ohio
$289K -$961 -7 -0.4%
LA
2369
LM Advisors
California
$289K +$235K +1,714 +705%
GWAM
2370
Guardian Wealth Advisors (Minnesota)
Minnesota
$288K -$5.76K -42 -2%
PWP
2371
Prasad Wealth Partners
Ohio
$288K +$823 +6 +0.3%
DBFM
2372
Dickmeyer Boyce Financial Management
Indiana
$288K +$4.12K +30 +2%
DLCIG
2373
D.L. Carlson Investment Group
New Hampshire
$287K
ARA
2374
Alexander Randolph Advisory
Virginia
$287K -$495K -3,606 -65%
CAM
2375
Carret Asset Management
New York
$287K +$137 +1 +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.