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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
FA
2576
FSA Advisors
Michigan
-$337K -3,224 Closed
RCP
2577
Rothschild Capital Partners
New York
-$329K -3,149 Closed
AWA
2578
Archvest Wealth Advisors
California
-$325K -3,112 Closed
CQWA
2579
Chokshi & Queen Wealth Advisors
California
-$315K -3,014 Closed
CWA
2580
Consilio Wealth Advisors
Washington
-$314K -2,996 Closed
AA
2581
ArborFi Advisors
Michigan
-$292K -2,794 Closed
FWM
2582
Foguth Wealth Management
Michigan
-$292K -2,788 Closed
GSC
2583
Ground Swell Capital
South Carolina
-$289K -2,764 Closed
ITC
2584
Inspire Trust Company
Nevada
-$276K -2,643 Closed
HBWM
2585
Hollow Brook Wealth Management
New York
-$265K -2,530 Closed
CFG
2586
Clayton Financial Group
Missouri
-$261K -2,501 Closed
CF
2587
Corebridge Financial
Texas
-$261K -2,500 Closed
TVM
2588
True Vision MN
Minnesota
-$256K -2,446 Closed
FCH
2589
Freestone Capital Holdings
Washington
-$254K -2,429 Closed
MPW
2590
MGO Private Wealth
California
-$252K -2,408 Closed
GI
2591
GLOBALT Investments
Georgia
-$243K -2,327 Closed
SWMP
2592
Signature Wealth Management Partners
New Jersey
-$238K -2,277 Closed
TR
2593
Tepp RIA
New Jersey
-$231K -2,205 Closed
WMA
2594
Wealth Management Associates
New Jersey
-$229K -2,193 Closed
AFA
2595
Arlington Financial Advisors
California
-$228K -2,179 Closed
PIA
2596
Panoramic Investment Advisors
Colorado
-$227K -2,172 Closed
OWM
2597
OneAscent Wealth Management
Alabama
-$224K -2,145 Closed
TFA
2598
Tobias Financial Advisors
Florida
-$224K -2,143 Closed
XT
2599
XTX Topco
Cayman Islands
-$222K -2,120 Closed
SMAM
2600
Sugar Maple Asset Management
Wisconsin
-$221K -2,114 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.