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, Envestnet Portfolio Solutions, Inc., and Horan Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Stirlingshire Investments, Inc. | Sell | -349 | -10.0% | 3,131 | $464.37K | Q2 2026 | Nov 05, 2026 |
| Sage Financial Group Inc | Buy | +16,515 | +2.7% | 622,538 | $92.33M | Q2 2026 | Oct 27, 2026 |
| Neuberger Berman Group Llc | Buy | +7,836 | +39.6% | 27,617 | $4.10M | Q2 2026 | Oct 27, 2026 |
| Abundance Wealth Counselors | Sell | -9,583 | -29.6% | 22,805 | $3.38M | Q2 2026 | Oct 26, 2026 |
| Gibbs Wealth Management | Buy | +1,660 | — | 1,660 | $246.22K | Q2 2026 | Oct 21, 2026 |
| Jaffetilchin Investment Partners, Llc | Buy | +1,825 | +5.2% | 36,867 | $5.47M | Q2 2026 | Oct 20, 2026 |
| Mlp3, Llc | Sell | -41 | -0.4% | 10,610 | $1.57M | Q2 2026 | Oct 16, 2026 |
| Elm Partners Management Llc | Buy | +7,400 | +32.9% | 29,913 | $4.44M | Q2 2026 | Oct 07, 2026 |
| Allie Family Office Llc | Sell | -181 | -4.3% | 4,048 | $600.36K | Q2 2026 | Oct 02, 2026 |
| Cim Investment Management Inc | Sell | -6,052 | -5.8% | 98,337 | $14.58M | Q2 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Sell | -1,667,137 | -9.3% | 16,219,396 | $2.41B | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -28,097 | -8.8% | 292,781 | $43.42M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +5,651 | +32.6% | 22,990 | $3.41M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +2,001 | +0.3% | 797,424 | $118.27M | Q2 2026 | Sep 22, 2026 |
| Anchor Investment Management, Llc | Buy | +811 | +7.0% | 12,448 | $1.85M | Q2 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -702 | -0.9% | 77,849 | $11.55M | Q2 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -373 | -5.5% | 6,459 | $958.04K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +8,643 | +4.8% | 188,377 | $27.94M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1 | -0.0% | 5,602 | $830.83K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -741 | -25.7% | 2,140 | $317.38K | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Buy | +3,677 | — | 3,677 | $545.34K | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Buy | +207 | +1.4% | 15,420 | $2.29M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -194 | -4.4% | 4,214 | $625.00K | Q2 2026 | Sep 02, 2026 |
| Provida Pension Fund Administrator | Sell | -2,620,126 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 28, 2026 |
| Cornerstone Financial Management Llc | Sell | -131 | -7.0% | 1,749 | $259.39K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +189,266 | +9.0% | 2,300,207 | $341.14M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -20,890 | -14.9% | 118,870 | $17.63M | Q2 2026 | Aug 26, 2026 |
| Wellington Grp Llc | Buy | +3,506 | — | 3,506 | $519.98K | Q2 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -1,000 | -17.9% | 4,594 | $681.34K | Q2 2026 | Aug 25, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -230 | -10.1% | 2,053 | $304.43K | Q2 2026 | Aug 25, 2026 |
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.