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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
HS
326
Horan Securities
United States
$17.9M -$6.68M -64,666 -28%
Citadel Advisors
327
Citadel Advisors
Florida
$17.9M -$16.5M -159,319 -49%
PFA
328
Pure Financial Advisors
California
$17.8M +$14M +135,426 +490%
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$17.8M -$250K -2,418 -1%
Mackenzie Financial
330
Mackenzie Financial
Ontario, Canada
$17.7M +$105K +1,020 +0.6%
RWP
331
RWA Wealth Partners
Massachusetts
$17.7M +$4.54M +43,929 +37%
LFS
332
Legacy Financial Strategies
Kansas
$17.7M +$118K +1,138 +0.7%
FWM
333
FFT Wealth Management
Pennsylvania
$17.5M -$3.27M -31,638 -17%
VCP
334
Verus Capital Partners
Arizona
$17.5M +$1.21M +11,714 +8%
PFA
335
Pathway Financial Advisors
Vermont
$17.5M +$5.17M +50,006 +46%
CWMK
336
Caliber Wealth Management (Kansas)
Kansas
$17.4M +$11.6M +112,002 +236%
CPIG
337
Chicago Partners Investment Group
Illinois
$17.3M -$97.2K -940 -0.6%
TFA
338
Transamerica Financial Advisors
Florida
$17.2M +$173K +1,678 +1%
OIA
339
OneDigital Investment Advisors
Kansas
$17.2M -$337K -3,256 -2%
SWP
340
Sagespring Wealth Partners
Tennessee
$17.2M -$4M -38,710 -20%
CC
341
Courier Capital
New York
$17.2M +$783K +7,575 +5%
AWS
342
Atria Wealth Solutions
New York
$17.1M -$22.9M -221,477 -59%
SCM
343
SCS Capital Management
Massachusetts
$17.1M -$9.06M -87,681 -36%
BA
344
Bristlecone Advisors
Washington
$17M +$301K +2,911 +2%
SFWA
345
Summit Financial Wealth Advisors
Louisiana
$16.9M -$163K -1,579 -1%
WH
346
Whitcomb & Hess
Ohio
$16.9M +$361K +3,492 +2%
LIA
347
LBMC Investment Advisors
Tennessee
$16.9M +$1.11M +10,741 +7%
WFA
348
Wellspring Financial Advisors
Ohio
$16.8M +$167K +1,618 +0.3%
CCA
349
Conservest Capital Advisors
Pennsylvania
$16.8M -$9.66M -93,431 -38%
SB
350
Sunflower Bank
Texas
$16.7M -$9.58M -92,687 -38%

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.