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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
PAI
276
Pittenger & Anderson Inc
Nebraska
$21.1M -$285K -2,756 -1%
NW
277
NewEdge Wealth
Pennsylvania
$21.1M -$12.9M -124,340 -39%
PWM
278
Perigon Wealth Management
California
$21.1M +$233K +2,251 +1%
DCM
279
Dimension Capital Management
Florida
$21M +$6.11M +59,146 +44%
GIA
280
Gladstone Institutional Advisory
Florida
$20.7M +$350K +3,388 +2%
KWMG
281
King Wealth Management Group
Florida
$20.7M +$32.3K +312 +0.2%
SPC
282
Sigma Planning Corp
Michigan
$20.6M +$648K +6,273 +3%
FMN
283
Financial Management Network
California
$20.6M +$1.5M +14,482 +9%
QCG
284
Quadrant Capital Group
Ohio
$20.5M -$14.1M -136,865 -42%
ODG
285
O'Dell Group
Ohio
$20.4M -$1.3M -12,550 -6%
TCA
286
Trifecta Capital Advisors
Illinois
$20.4M -$635K -6,144 -3%
EW
287
Enzi Wealth
Texas
$20.3M -$9.72K -94 -0.1%
CA
288
Cornerstone Advisory
Maryland
$20.2M -$567K -5,487 -3%
TCOV
289
Trust Company of Vermont
Vermont
$20.2M -$492K -4,762 -3%
HSBC Holdings
290
HSBC Holdings
United Kingdom
$20M +$35.9K +347 +0.2%
HG
291
Harbor Group
New Hampshire
$20M -$1.21M -11,680 -6%
CGA
292
Crescent Grove Advisors
Illinois
$19.9M -$243K -2,355 -1%
ISB
293
Iowa State Bank
Iowa
$19.7M +$456K +4,413 +3%
ST
294
Smithfield Trust
Pennsylvania
$19.6M +$588K +5,692 +3%
FFW
295
Fusion Family Wealth
New York
$19.6M -$3.11M -30,109 -14%
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M +$547K +5,290 +3%
LFS
297
Lutz Financial Services
Nebraska
$19.5M -$870K -8,419 -5%
ATPW
298
Ashton Thomas Private Wealth
Arizona
$19.4M -$7.8M -75,418 -30%
YCM
299
Yousif Capital Management
Michigan
$19.4M +$559K +5,412 +3%
AWM
300
Apollon Wealth Management
South Carolina
$19.3M -$188K -1,823 -1%

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.