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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
BFPW
301
BOK Financial Private Wealth
Colorado
$19.2M -$342K -3,313 -2%
CIC
302
Cutler Investment Counsel
Oregon
$19.2M +$1.9M +18,392 +12%
IWC
303
Integrated Wealth Concepts
Massachusetts
$19.2M -$1.96K -19 -0%
TODC
304
Trustees of Dartmouth College
New Hampshire
$19.1M -$7.79M -75,400 -30%
CFA
305
CWS Financial Advisors
Michigan
$19M +$238K +2,305 +1%
MIA
306
MainStreet Investment Advisors
Illinois
$19M -$1.15M -11,163 -6%
SAM
307
Summit Asset Management
Tennessee
$18.9M +$86.9K +841 +0.5%
MAM
308
Madison Asset Management
Wisconsin
$18.9M -$4.3M -41,577 -19%
CA
309
CoreCap Advisors
Michigan
$18.9M -$1.19M -11,470 -6%
EAMA
310
EFG Asset Management (Americas)
Florida
$18.7M +$636K +6,157 +4%
PAS
311
PKS Advisory Services
New York
$18.7M +$240K +2,325 +1%
TCM
312
Twele Capital Management
Minnesota
$18.6M +$114K +1,101 +0.7%
ECM
313
Evergreen Capital Management
Washington
$18.6M +$5.89M +56,989 +51%
IWMWV
314
Ironwood Wealth Management (West Virginia)
West Virginia
$18.5M -$111K -1,074 -0.6%
EA
315
Evergreen Advisors
Tennessee
$18.5M -$118K -1,146 -0.7%
NEPPG
316
New England Professional Planning Group
Rhode Island
$18.4M +$194K +1,880 +1%
CCWA
317
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M -$516K -4,991 -3%
JSW
318
Journey Strategic Wealth
New Jersey
$18.2M -$35.4K -342 -0.2%
VFIC
319
Valley Forge Investment Consultants
Pennsylvania
$18.2M -$116K -1,120 -0.7%
CCM
320
Cambridge Capital Management
Illinois
$18.2M +$744K +7,198 +5%
FHC
321
Fort Henry Capital
West Virginia
$18.1M +$490K +4,737 +3%
BSSFA
322
Baron Silver Stevens Financial Advisors
Florida
$18M -$375K -3,632 -2%
GIM
323
Goelzer Investment Management
Indiana
$18M -$11.5K -111 -0.1%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$18M -$1.06M -10,211 -6%
WT
325
Washington Trust
Rhode Island
$18M +$398K +3,848 +2%

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.