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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
CWA
2601
Clearview Wealth Advisors
Oregon
-$221K -2,109 Closed
FWP
2602
Fiduciary Wealth Partners
Massachusetts
-$214K -2,072 Closed
MPW
2603
Magnolia Private Wealth
Pennsylvania
-$207K -1,979 Closed
RA
2604
Rodgers & Associates
Pennsylvania
-$207K -1,976 Closed
SCP
2605
Silverleafe Capital Partners
Tennessee
-$206K -1,969 Closed
FFWA
2606
Forthright Family Wealth Advisory
Texas
-$205K -1,957 Closed
CCIA
2607
Cherry Creek Investment Advisors
Colorado
-$204K -1,954 Closed
WFC
2608
Western Financial Corp
California
-$204K -1,953 Closed
HH
2609
HWG Holdings
Texas
-$204K -1,948 Closed
OWA
2610
ORBA Wealth Advisors
Illinois
-$200K -1,915 Closed
FAM
2611
Flaharty Asset Management
Florida
-$200K -1,914 Closed
LI
2612
LMCG Investments
Massachusetts
-$200K -1,914 Closed
QC
2613
Quent Capital
New York
-$148K -1,415 Closed
Bank Julius Baer & Co
2614
Bank Julius Baer & Co
Switzerland
-$142K -1,358 Closed
MFA
2615
McClarren Financial Advisors
Pennsylvania
-$90K -796 Closed
WAOTB
2616
Wealth Advisors of Tampa Bay
Florida
-$80.7K -772 Closed
WF
2617
Wayfinding Financial
Washington
-$77K -742 Closed
HCP
2618
Hexagon Capital Partners
Arkansas
-$72.5K -693 Closed
PBK
2619
Peoples Bank (Kansas)
Kansas
-$70.8K -677 Closed
VBA
2620
von Borstel & Associates
Oregon
-$69K -661 Closed
WW
2621
Winnow Wealth
Texas
-$67.2K -643 Closed
MCM
2622
Mill Capital Management
North Carolina
-$62.7K -600 Closed
BCWM
2623
Ball & Co Wealth Management
Tennessee
-$53K -512 Closed
TLA
2624
Tanglewood Legacy Advisors
Texas
-$32.7K -313 Closed
MFS
2625
Mattson Financial Services
Michigan
-$28.4K -272 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.