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iShares Core S&P Small-Cap ETF

2,505 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, 1,177 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 (+$16.5M)

0.18% less ownership

Funds ownership: 72.61%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5302,505 (-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: 1,177

Holders
2,505
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.97%
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
1,177
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
CWM
2476
CarsonAllaria Wealth Management
Illinois
$8.76K +$103 +1 +1%
CSC
2477
Caldwell Sutter Capital
California
$8.63K
1IA
2478
1620 Investment Advisors
Massachusetts
$8.53K
CSPIA
2479
Cary Street Partners Investment Advisory
Virginia
$8.2K -$4.24K -41 -35%
PIP
2480
Peachtree Investment Partners
Florida
$7.32K
APW
2481
Aventura Private Wealth
Florida
$6.88K +$5.27K +51 +425%
EWM
2482
Evolution Wealth Management
Florida
$6.78K +$6.41K +62 New
GCM
2483
Gables Capital Management
Florida
$6.56K
FMP
2484
Financial Management Professionals
Texas
$6.01K
MSWM
2485
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K -$144K -1,397 -96%
KA
2486
Kozak & Associates
Colorado
$5.65K
SIC
2487
SJS Investment Consulting
Ohio
$5.57K -$72.6K -702 -93%
LC
2488
Luminist Capital
Michigan
$5.55K
KG
2489
Kilter Group
New York
$5.29K +$4.96K +48 New
BAM
2490
Byrne Asset Management
New Jersey
$5.25K -$2.07K -20 -29%
TTIC
2491
Tower Trust & Investment Company
Iowa
$4.37K
FFWM
2492
Future Financial Wealth Management
Ohio
$3.28K -$18.6K -180 -86%
PWM
2493
Parkworth Wealth Management
California
$3.28K
SC
2494
Swan Capital
Florida
$2.73K -$827 -8 -24%
EDRH
2495
Edmond de Rothschild Holding
Switzerland
$2.62K
PP
2496
Pingora Partners
Wyoming
$2.51K
PMIM
2497
Prudent Man Investment Management
Colorado
$2.07K
MFG
2498
Mendota Financial Group
Wisconsin
$1.97K
NCM
2499
Northwest Capital Management
Oregon
$1.86K -$30.2K -292 -94%
CSWG
2500
Cardinal Strategic Wealth Guidance
Kentucky
$1.75K -$12.2K -118 -88%

IJR Hedge Fund Activity: Q2 2025 in Review

2,505 of the 7,598 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 1,177 trimmed.

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

  • 2,505 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,530 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.