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iShares Core S&P Small-Cap ETF

2,504 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, 1,176 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 (+$16.4M)

0.18% less ownership

Funds ownership: 72.6%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5292,504 (-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: 1,176

Holders
2,504
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.96%
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
1,176
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
Thrivent Financial for Lutherans
251
Thrivent Financial for Lutherans
Minnesota
$24.4M -$22.1M -213,981 -49%
ETS
252
ESL Trust Services
New York
$24M +$1.96M +18,955 +9%
CAI
253
Capital Advisors Inc
Oklahoma
$23.8M +$393K +3,800 +2%
WIA
254
World Investment Advisors
California
$23.6M -$1.02M -9,898 -4%
WJA
255
Willis Johnson & Associates
Texas
$23.5M +$1.74M +16,787 +8%
BWM
256
Baron Wealth Management
Michigan
$23.4M -$1.57M -15,157 -7%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$23.3M +$185K +1,792 +0.8%
CRC
258
Curi RMB Capital
Illinois
$23.2M +$3.76M +36,399 +21%
T
259
TrueFG
Texas
$23.1M +$832K +8,047 +4%
SMC
260
Smith, Moore & Co
Missouri
$22.7M -$142K -1,369 -0.7%
YIA
261
YHB Investment Advisors
Connecticut
$22.6M +$18.7K +181 +0.1%
1SB
262
1ST Source Bank
Indiana
$22.6M -$66.3K -641 -0.3%
PWM
263
Proathlete Wealth Management
Florida
$22.5M +$1.07M +10,358 +5%
CWA
264
CJM Wealth Advisers
Virginia
$22.4M +$66.2K +640 +0.3%
OPWM
265
Oakwell Private Wealth Management
Texas
$22.4M +$2.35M +22,778 +13%
WPA
266
West Paces Advisors
Georgia
$22.2M -$1.05M -10,185 -5%
VP
267
Verum Partners
North Carolina
$22.1M -$3.94M -38,117 -16%
KLI
268
Kelman-Lazarov Inc
Tennessee
$22.1M +$7.65K +74 +0%
HTIM
269
Harbour Trust & Investment Management
Indiana
$22.1M -$544K -5,266 -3%
CVSC
270
C.V. Starr & Co
New York
$21.9M +$20.7M +200,458 New
CI
271
Constellation Investments
Ohio
$21.9M -$207K -2,000 -1%
NL
272
Navalign LLC
California
$21.4M +$455K +4,404 +2%
SB
273
Simmons Bank
Arkansas
$21.4M -$251K -2,425 -1%
PFPT
274
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.3M +$1M +9,712 +5%
RFP
275
Roth Financial Partners
Texas
$21.3M +$1.16M +11,214 +6%

IJR Hedge Fund Activity: Q2 2025 in Review

2,504 of the 7,596 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 1,176 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $409M.

  • 2,504 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,529 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.