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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
LGA
401
Lebenthal Global Advisors
New York
$14.1M -$6.22M -60,208 -32%
WF
402
Welch & Forbes
Massachusetts
$14.1M +$3.19M +30,830 +31%
FW
403
Fairway Wealth
Ohio
$14.1M +$932K +9,019 +8%
GC
404
Grimes & Company
Massachusetts
$14M -$545K -5,274 -4%
MCC
405
Money Concepts Capital
Florida
$13.9M +$1.18M +11,456 +10%
BWP
406
Burling Wealth Partners
Illinois
$13.9M -$151K -1,463 -1%
FBT
407
First Bank & Trust
South Dakota
$13.9M +$317K +3,063 +2%
NFC
408
Northeast Financial Consultants
Connecticut
$13.9M -$7.23M -69,933 -36%
VVP
409
Venture Visionary Partners
Ohio
$13.9M -$2.58K -25 -0%
MWM
410
Modern Wealth Management
Kansas
$13.8M +$9.44M +91,361 +262%
BCI
411
Brinker Capital Investments
Pennsylvania
$13.8M -$960K -9,285 -7%
CA
412
Centerpoint Advisors
Massachusetts
$13.8M -$327K -3,165 -2%
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.7M +$365K +3,528 +3%
AA
414
Ancora Advisors
Ohio
$13.7M +$352K +3,406 +3%
TAM
415
Titleist Asset Management
Texas
$13.6M +$1.96M +18,999 +18%
B
416
Bailard
California
$13.6M -$120K -1,158 -0.9%
WSFS
417
Wilmington Savings Fund Society
Delaware
$13.6M -$1.93M -18,684 -13%
ETC
418
Exchange Traded Concepts
Oklahoma
$13.5M -$1.29M -12,526 -9%
PCP
419
Panoramic Capital Partners
Oregon
$13.4M +$2.27M +21,951 +23%
OFG
420
Omega Financial Group
California
$13.3M +$450K +4,353 +4%
LS
421
Liquid Strategies
Georgia
$13.3M +$1.06M +10,270 +9%
ST
422
Sageworth Trust
Pennsylvania
$13.2M -$5.78M -55,942 -32%
RIA
423
Regal Investment Advisors
Michigan
$13.2M -$261K -2,527 -2%
FA
424
Flagstar Advisors
New York
$13.1M -$2.32M -22,457 -16%
NA
425
Nordwand Advisors
Pennsylvania
$13.1M +$12.4M +119,590 New

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.