ISHARES CORE S&P SMALL-CAP E (IJR) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P SMALL-CAP E (IJR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Provida Pension Fund Administrator, Envestnet Asset Management Inc, Corient Private Wealth Llc, Mercer Global Advisors Inc, and Envestnet Portfolio Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-1,667,137-9.3%16,219,396$2.41BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-28,097-8.8%292,781$43.42MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,651+32.6%22,990$3.41MQ2 2026Sep 23, 2026
State Street CorpBuy+2,001+0.3%797,424$118.27MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcBuy+811+7.0%12,448$1.85MQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-702-0.9%77,849$11.55MQ2 2026Sep 11, 2026
Talon Private Wealth, LlcSell-373-5.5%6,459$958.04KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+8,643+4.8%188,377$27.94MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-1-0.0%5,602$830.83KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-741-25.7%2,140$317.38KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+3,677—3,677$545.34KQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+207+1.4%15,420$2.29MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-194-4.4%4,214$625.00KQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-2,620,126-100.0%0$0.00Q2 2026Aug 28, 2026
Cornerstone Financial Management LlcSell-131-7.0%1,749$259.39KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+189,266+9.0%2,300,207$341.14MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-20,890-14.9%118,870$17.63MQ2 2026Aug 26, 2026
Wellington Grp LlcBuy+3,506—3,506$519.98KQ2 2026Aug 26, 2026
Financial Insights, Inc.Sell-1,000-17.9%4,594$681.34KQ2 2026Aug 25, 2026
Tobias Financial Advisors, Inc.Sell-230-10.1%2,053$304.43KQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+4,859—4,859$711.21KQ2 2026Aug 24, 2026
West Michigan Advisors, LlcSell-149-3.9%3,684$546.35KQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Buy+2—2$297.00Q2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-9,778-4.2%223,806$33.20MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-7,886-9.2%77,729$11.53MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+140+1.5%9,665$1.43MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-109-22.7%371$54.97KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+46,182+3.5%1,371,731$203.44MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+8,490+16.0%61,697$9.15MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+2,363+18.4%15,214$2.26MQ2 2026Aug 19, 2026
Showing 30 of 2,578

Frequently asked questions about IJR activity

  • Which institutional owners are buying IJR?

    Institutional owners buying IJR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IJR activity?

    "Buy" means an investor increased their reported position in IJR compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P SMALL-CAP E (IJR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IJR increasing?

    Institutional interest in IJR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.