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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
VF
2526
Vawter Financial
Ohio
-$3.22M -30,766 Closed
CPC
2527
Congress Park Capital
New York
-$3.15M -30,094 Closed
FC
2528
Fjell Capital
North Dakota
-$2.57M -24,582 Closed
SAM
2529
Simplify Asset Management
Nevada
-$2.44M -23,346 Closed
AFM
2530
Armstrong Fleming & Moore
District of Columbia
-$1.93M -18,443 Closed
TSS
2531
Two Sigma Securities
New York
-$1.76M -16,865 Closed
CWC
2532
Carolinas Wealth Consulting
North Carolina
-$1.72M -16,405 Closed
BCM
2533
Bayesian Capital Management
New York
-$1.65M -15,800 Closed
YIH
2534
Y-Intercept (HK)
Hong Kong
-$1.62M -15,452 Closed
PA
2535
PFG Advisors
Arizona
-$1.58M -15,140 Closed
MSRPS
2536
Maryland State Retirement & Pension System
Maryland
-$1.51M -14,483 Closed
JSAM
2537
J. Safra Asset Management
New York
-$1.46M -13,975 Closed
SWM
2538
Shepherd Wealth Management
Ohio
-$1.35M -13,044 Closed
FI
2539
Fosun International
China
-$1.36M -13,000 Closed
ARC
2540
Advisor Resource Council
Texas
-$1.23M -11,787 Closed
QC
2541
Quadrature Capital
United Kingdom
-$1.21M -11,608 Closed
VCM
2542
Virtue Capital Management
Tennessee
-$1.04M -9,967 Closed
FP
2543
Factorial Partners
New York
-$1.02M -9,800 Closed
GFPC
2544
Global Financial Private Client
Florida
-$1.02M -9,735 Closed
FPW
2545
Fairvoy Private Wealth
Alabama
-$1M -9,605 Closed
BSG
2546
Black Swift Group
Colorado
-$920K -8,794 Closed
DDC
2547
DF Dent & Co
Maryland
-$882K -8,436 Closed
4WM
2548
49 Wealth Management
Texas
-$878K -8,393 Closed
EC
2549
Estate Counselors
Wisconsin
-$870K -8,317 Closed
MCM
2550
Mainstream Capital Management
California
-$859K -8,212 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.