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iShares Core S&P Small-Cap ETF

2,504 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 920 increasing their positions, 1,176 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $34.8M

14% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 126

0% more capital invested

Capital invested by funds: $57.3B → $57.3B (+$16.4M)

0.18% less ownership

Funds ownership: 72.6%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5292,504 (-25)

8% less funds holding in top 10

Funds holding in top 10: 327301 (-26)

22% less repeat investments, than reductions

Existing positions increased: 920 | Existing positions reduced: 1,176

Holders
2,504
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.96%
Holding in Top 10
301
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.95%
% of All Funds
3.96%
New
144
Increased
920
Reduced
1,176
Closed
126
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oakworth Capital
Alabama
$26.7M -$31.7K -307 -0.1%
Fiera Capital (Canada)
227
Fiera Capital (Canada)
Quebec, Canada
$26.6M -$6.13M -59,301 -20%
SFS
228
Summit Financial Strategies
Ohio
$26.3M +$3.05M +29,474 +14%
RWB
229
RMR Wealth Builders
New Jersey
$26.3M +$1.55M +14,985 +7%
BHIA
230
Birch Hill Investment Advisors
Massachusetts
$26.3M -$2.78M -26,859 -10%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$26.2M +$4.07M +39,373 +20%
SPP
232
Single Point Partners
Massachusetts
$26.1M -$840K -8,126 -3%
GL
233
Graypoint LLC
New York
$26M -$12.4M -120,359 -34%
FFS
234
Founders Financial Securities
Maryland
$26M +$2.07M +20,024 +9%
SC
235
Savant Capital
Illinois
$25.9M -$2.93M -28,371 -11%
BHWM
236
Bar Harbor Wealth Management
New Hampshire
$25.7M +$83.7K +810 +0.3%
WTC
237
WhitTier Trust Company
Nevada
$25.5M +$438K +4,234 +2%
MP
238
Mangrove Partners
Connecticut
$25.5M +$990K +9,578 +4%
MT
239
Midwest Trust
Kansas
$25.3M +$23.9M +231,622 New
HL
240
HeadInvest LLC
Maine
$25.3M -$1.7M -16,458 -7%
LBC
241
Lowe Brockenbrough & Co
Virginia
$25.1M +$1.24M +11,988 +6%
FMC
242
First Merchants Corp
Indiana
$24.9M -$2.18M -21,113 -8%
HI
243
Horizon Investments
North Carolina
$24.7M -$51.8M -501,070 -69%
FWA
244
FORM Wealth Advisors
Wisconsin
$24.7M +$3.98M +38,468 +21%
RRA
245
Round Rock Advisors
Connecticut
$24.6M +$501K +4,848 +2%
GBWM
246
Granite Bay Wealth Management
New Hampshire
$24.6M +$2.6M +25,115 +13%
PWAM
247
Private Wealth Asset Management
Iowa
$24.5M -$741K -7,169 -3%
AWA
248
Alaska Wealth Advisors
Alaska
$24.5M +$2.42M +23,381 +12%
JAG
249
Journey Advisory Group
Kentucky
$24.5M -$86.6K -838 -0.4%
CMA
250
Cedar Mountain Advisors
Oregon
$24.4M +$380K +3,675 +2%

IJR Hedge Fund Activity: Q2 2025 in Review

2,504 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2025, worth a combined $57.3B — up 0.03% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new IJR positions and 126 closed out — a net gain of 18 holders — while 920 added to existing stakes and 1,176 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $409M.

  • 2,504 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,529 in Q1 2025.
  • Funds reported $57.3B of iShares Core S&P Small-Cap ETF stock for Q2 2025, up 0.03% quarter-over-quarter.
  • 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2025 and 126 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $233M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q2 2025 was Fidelity Investments, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2025.