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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
RWS
2401
Resolute Wealth Strategies
Mississippi
$275K +$274 +2 +0.1%
IBOK
2402
Independence Bank of Kentucky
Kentucky
$274K -$6.45K -47 -2%
AWM
2403
Arista Wealth Management
Nevada
$274K
SP
2404
Stablepoint Partners
Massachusetts
$274K
BI
2405
Breachway Investments
Rhode Island
$274K
PCMK
2406
Paragon Capital Management (Kansas)
Kansas
$272K -$96.1K -700 -28%
JC
2407
Jacobs & Co
California
$272K
HCM
2408
Hengehold Capital Management
Ohio
$272K -$1.78K -13 -0.7%
CW
2409
Cornerstone Wealth
Tennessee
$271K +$254K +1,852 New
OAG
2410
Oakmont Advisory Group
New Mexico
$270K -$3.02K -22 -1%
IWA
2411
Inspirion Wealth Advisors
Illinois
$270K +$2.47K +18 +1%
GFA
2412
Gallagher Fiduciary Advisors
Illinois
$270K -$6.72K -49 -3%
RE
2413
Rydar Equities
Texas
$270K +$253K +1,846 New
SF
2414
Strategent Financial
Virginia
$269K +$15.8K +115 +7%
CFP
2415
Curran Financial Partners
South Carolina
$269K +$22.5K +164 +10%
KFA
2416
Kapstone Financial Advisors
Ohio
$269K -$1.37K -10 -0.5%
MFS
2417
Madrona Financial Services
Washington
$267K +$274 +2 +0.1%
PSB
2418
Piscataqua Savings Bank
New Hampshire
$267K -$5.35K -39 -2%
PCM
2419
Princeton Capital Management
New Jersey
$266K -$274 -2 -0.1%
PWM
2420
Partners Wealth Management
California
$266K
OFG
2421
Orcam Financial Group
California
$265K +$245K +1,787 New
TCMP
2422
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K +$245K +1,787 New
RSEWM
2423
River's Edge Wealth Management
Pennsylvania
$264K -$1.51K -11 -0.6%
RCI
2424
RS Crum Inc
California
$264K +$686 +5 +0.3%
SFO
2425
Stenger Family Office
Illinois
$263K -$15.8K -115 -6%

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.