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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.61B +$155M +1,132,592 +3%
Bank of America
2
Bank of America
North Carolina
$4.93B -$75.5M -550,332 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.67B +$162M +1,181,684 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.35B +$392M +2,856,629 +14%
Morgan Stanley
5
Morgan Stanley
New York
$2.84B +$121M +884,035 +5%
LPL Financial
6
LPL Financial
California
$2.42B -$42.3M -307,924 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.41B -$229M -1,667,137 -9%
Wells Fargo
8
Wells Fargo
California
$2.15B -$32.4M -236,203 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$2.09B -$3.73M -27,196 -0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.73B -$21.2M -154,358 -1%
UBS Group
11
UBS Group
Switzerland
$1.52B +$10.5M +76,337 +0.8%
Northern Trust
12
Northern Trust
Illinois
$1.42B +$2.96M +21,593 +0.2%
BlackRock
13
BlackRock
New York
$1.26B -$70.6M -514,643 -6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.11B -$10.7M -77,857 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.11B +$9.91M +72,179 +1%
Financial Engines Advisors
16
Financial Engines Advisors
California
$1.09B -$47.6M -346,796 -4%
FCAS
17
First Command Advisory Services
Texas
$980M +$13.1M +95,383 +1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$979M +$19.2M +139,898 +2%
Goldman Sachs
19
Goldman Sachs
New York
$967M -$9.28M -67,610 -1%
Truist Financial
20
Truist Financial
North Carolina
$810M +$75M +546,567 +11%
JP Morgan Chase
21
JP Morgan Chase
New York
$785M +$356M +2,593,747 +95%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$744M -$34.2M -248,915 -5%
GT
23
Glenmede Trust
Pennsylvania
$738M -$1.75M -12,755 -0.3%
US Bancorp
24
US Bancorp
Minnesota
$703M -$17M -123,544 -3%
RFC
25
Regions Financial Corp
Alabama
$605M +$9.57M +69,700 +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.