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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
PC
2501
Promus Capital
Illinois
$1.35K -$724 -7 -37%
CCM
2502
Chilton Capital Management
Texas
$1.2K +$1.14K +11 New
IF
2503
Integrity Financial
Wyoming
$1.2K
LCOV
2504
London Company of Virginia
Virginia
$1.05K -$19.8K -192 -95%
1NWS
2505
1 North Wealth Services
Maryland
$984
MAM
2506
Morse Asset Management
Connecticut
$874
NECFA
2507
New England Capital Financial Advisors
Connecticut
$219 +$207 +2 New
RWS
2508
Retirement Wealth Solutions
Wisconsin
$173
WCF
2509
West Coast Financial
California
-$148M -1,411,199 Closed
MMEA
2510
Main Management ETF Advisors
California
-$341M -726,530 Closed
AIMCA
2511
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$65.2M -623,281 Closed
VOYA Investment Management
2512
VOYA Investment Management
Georgia
-$43.4M -415,303 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2513
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$26.1M -250,000 Closed
LMIM
2514
Lockheed Martin Investment Management
Maryland
-$18M -172,100 Closed
HWA
2515
Hilltop Wealth Advisors
North Carolina
-$16.7M -159,492 Closed
MHS
2516
M Holdings Securities
Oregon
-$16.3M -156,225 Closed
BB
2517
Bell Bank
North Dakota
-$14.5M -138,411 Closed
BS
2518
Banco Santander
Spain
-$10.9M -104,433 Closed
FFG
2519
Frisch Financial Group
New York
-$8.65M -82,704 Closed
TWA
2520
Tandem Wealth Advisors
Arizona
-$7.44M -71,219 Closed
PL
2521
Polianta Ltd
Jersey
-$7.29M -69,700 Closed
AIP
2522
Alexis Investment Partners
Texas
-$5.84M -56,102 Closed
TCC
2523
Trans-Canada Capital
Quebec, Canada
-$4.52M -43,215 Closed
Wolverine Trading
2524
Wolverine Trading
Illinois
-$4.19M -40,561 Closed
PCIG
2525
Partners Capital Investment Group
Massachusetts
-$3.72M -35,591 Closed

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.