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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
VCM
2376
Versant Capital Management
Arizona
$287K
FWP
2377
Falcon Wealth Planning
California
$286K
PPW
2378
Parcion Private Wealth
Washington
$285K +$7.55K +55 +3%
LFA
2379
Legacy Financial Advisors
Kentucky
$285K
VWA
2380
Valued Wealth Advisors
Utah
$285K
FG
2381
Fairman Group
Pennsylvania
$284K +$44.3K +323 +20%
HP
2382
Hilltop Partners
Indiana
$284K -$3.84K -28 -1%
VPA
2383
Vernal Point Advisors
California
$283K
SPW
2384
Signet Private Wealth
Illinois
$282K +$137 +1 +0.1%
ZIG
2385
Zullo Investment Group
Pennsylvania
$282K -$2.61K -19 -1%
MO
2386
McMillan Office
Michigan
$282K
APWA
2387
Atlas Private Wealth Advisors
New Jersey
$281K +$686 +5 +0.3%
LCG
2388
Lakeshore Capital Group
Illinois
$280K
NIM
2389
Nicollet Investment Management
Minnesota
$280K
GI
2390
Gradient Investments
Minnesota
$280K +$259K +1,885 New
AIM
2391
Aspen Investment Management
Michigan
$279K +$258K +1,878 New
SSWM
2392
Smith Salley Wealth Management
North Carolina
$278K +$258K +1,877 New
WLPWM
2393
Walled Lake Planning & Wealth Management
Illinois
$278K +$823 +6 +0.3%
HFS
2394
Hughes Financial Services
Virginia
$278K
LB
2395
Legacy Bridge
Iowa
$277K
NPAN
2396
Northeast Planning Associates NH
New Hampshire
$277K
FFC
2397
First Financial Corp
Indiana
$276K +$3.57K +26 +1%
IP
2398
Isthmus Partners
Wisconsin
$276K
PW
2399
PUREfi Wealth
Massachusetts
$275K +$255K +1,857 New
ITC
2400
Inspire Trust Company
Nevada
$275K

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.