iShares Core S&P Small-Cap ETF
IJR
2,529 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,079 increasing their positions, 1,052 reducing their positions, and 164 closing their positions.
41% more call options, than puts
Call options by funds: $55.5M | Put options by funds: $39.4M
3% more repeat investments, than reductions
Existing positions increased: 1,079 | Existing positions reduced: 1,052
0.64% more ownership
Funds ownership: 71.96% → 72.6% (+0.64%)
4% less funds holding
Funds holding: 2,626 → 2,529 (-97)
12% less funds holding in top 10
Funds holding in top 10: 371 → 327 (-44)
14% less capital invested
Capital invested by funds: $66.8B → $57.3B (-$9.47B)
27% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$303M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$225M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$199M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$105M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$277M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$172M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$146M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$105M |
| 5 |
Bank of New York Mellon
New York
|
-$99.7M |
IJR Hedge Fund Activity: Q1 2025 in Review
2,529 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2025, worth a combined $57.3B — down 14% from $66.8B a quarter earlier.
Sellers outnumbered buyers: 164 funds closed out of IJR and 120 opened new positions — a net loss of 44 holders — while 1,052 trimmed existing stakes and 1,079 added.
The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $277M.
- 2,529 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2025, down from 2,626 in Q4 2024.
- Funds reported $57.3B of iShares Core S&P Small-Cap ETF stock for Q1 2025, down 14% quarter-over-quarter.
- 120 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2025 and 164 closed out, a net change of -44 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2025 was Northwestern Mutual Investment Management Company, an estimated $303M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2025 was Fidelity Investments, an estimated $277M sold.
Based on aggregated 13F filings for Q1 2025.