We are live on ! Find out more
IJR icon

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
SBH
376
Segall Bryant & Hamill
Illinois
$15.3M -$78.6K -760 -0.5%
OPPS
377
Obsidian Personal Planning Solutions
Maryland
$15.3M +$422K +4,080 +3%
LP
378
LGL Partners
Pennsylvania
$15.3M -$190K -1,834 -1%
LPAM
379
Lodestar Private Asset Management
California
$15.2M +$201K +1,947 +1%
TPCW
380
TD Private Client Wealth
New York
$15.2M -$1.2M -11,632 -8%
AF
381
Apexium Financial
Texas
$15.1M -$655K -6,340 -4%
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$296K -2,868 -2%
HCA
383
Heck Capital Advisors
Wisconsin
$15M -$7.37M -71,271 -34%
VWM
384
Venturi Wealth Management
Texas
$15M +$11.5M +111,306 +433%
CA
385
Crewe Advisors
Utah
$14.9M +$2.3M +22,294 +19%
AGA
386
Arkos Global Advisors
Texas
$14.9M +$980K +9,477 +7%
Principal Financial Group
387
Principal Financial Group
Iowa
$14.8M +$157K +1,521 +1%
CJH
388
Christopher J. Hasenberg
Wisconsin
$14.8M +$14M +135,511 +423,472%
State of Tennessee, Department of Treasury
389
State of Tennessee, Department of Treasury
Tennessee
$14.8M
LC
390
LTG Capital
Massachusetts
$14.7M +$89.7K +868 +0.7%
VFG
391
Victory Financial Group
Texas
$14.7M +$792K +7,664 +6%
CIA
392
Concurrent Investment Advisors
Florida
$14.6M +$770K +7,453 +6%
PMG
393
ProVise Management Group
Florida
$14.5M -$174K -1,681 -1%
HR
394
Hardy Reed
Mississippi
$14.5M
BNP Paribas Financial Markets
395
BNP Paribas Financial Markets
France
$14.4M -$453K -4,387 -3%
FA
396
Fiduciary Alliance
South Carolina
$14.3M +$648K +6,264 +5%
XF
397
XML Financial
Maryland
$14.2M -$5.75M -55,603 -30%
LGWM
398
Litman Gregory Wealth Management
California
$14.2M -$1.38M -13,355 -9%
PAS
399
Park Avenue Securities
New York
$14.2M +$13.4M +129,824 New
GPA
400
Guidance Point Advisors
Massachusetts
$14.1M -$910K -8,800 -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.