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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
MAM
351
Mullooly Asset Management
New Jersey
$16.7M -$109K -1,052 -0.7%
HI
352
Human Investing
Oregon
$16.7M +$941K +9,107 +6%
GGS
353
Galvin Gaustad & Stein
Arizona
$16.6M -$4.34M -42,021 -22%
KFP
354
Keener Financial Planning
Texas
$16.6M +$3.19M +30,856 +26%
BOS
355
Bank of Stockton
California
$16.5M -$95.8K -927 -0.6%
NC
356
NewSquare Capital
Pennsylvania
$16.5M +$348K +3,367 +2%
MCWS
357
McKinley Carter Wealth Services
West Virginia
$16.4M -$1.04M -10,057 -6%
UBS AM
358
UBS AM
Illinois
$16.4M -$182M -1,762,735 -92%
GA
359
GFS Advisors
Texas
$16.3M +$85.3K +825 +0.6%
NRI
360
NFP Retirement Inc
California
$16.3M -$507K -4,901 -3%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$16.3M -$8.58M -83,039 -36%
JA
362
JVL Associates
Michigan
$16.3M -$1.05M -10,151 -6%
FA
363
Fiducient Advisors
Illinois
$16.2M +$793K +7,669 +5%
FNBT
364
FineMark National Bank & Trust
Florida
$16.2M -$1.24M -12,001 -7%
CSP
365
Cary Street Partners
Virginia
$16.2M +$1.35M +13,089 +10%
PCIA
366
Prime Capital Investment Advisors
Kansas
$16.1M -$10.1M -97,673 -40%
TI
367
Tidal Investments
Wisconsin
$16.1M +$15.2M +146,914 New
PSIWM
368
Paradigm Strategies in Wealth Management
Minnesota
$16M -$24.2K -234 -0.2%
SC
369
SouthState Corp
Florida
$15.9M -$3.3M -31,972 -18%
BPA
370
Beacon Pointe Advisors
California
$15.7M -$725K -7,014 -5%
Manulife (Manufacturers Life Insurance)
371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M +$1.18M +11,445 +9%
EWA
372
Encompass Wealth Advisors
Oregon
$15.5M +$573K +5,544 +4%
FWA
373
FSM Wealth Advisors
Ohio
$15.5M +$975K +9,433 +7%
RWM
374
Ritholtz Wealth Management
New York
$15.5M +$10.4M +100,400 +243%
SCA
375
Southern Capital Advisors
Tennessee
$15.3M +$518K +5,007 +4%

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.