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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
NCM
426
Neumann Capital Management
California
$13M +$26.7K +258 +0.2%
DAS
427
Dynamic Advisor Solutions
Arizona
$12.9M -$38.5K -372 -0.3%
MSA
428
Marino Stram & Associates
Massachusetts
$12.9M -$1.09M -10,568 -8%
ATC
429
Argent Trust Co
Tennessee
$12.9M -$4.16M -40,249 -25%
PG
430
Proffitt & Goodson
Tennessee
$12.8M -$1.1M -10,607 -8%
IAG
431
Investment Advisory Group
Massachusetts
$12.8M -$17.4K -168 -0.1%
NA
432
Nottingham Advisors
New York
$12.8M -$695K -6,722 -5%
MFC
433
Morris Financial Concepts
South Carolina
$12.8M -$437K -4,223 -3%
CB
434
Community Bank
New York
$12.7M -$1.03K -10 -0%
HIG
435
Heritage Investment Group
Florida
$12.7M -$2.51M -24,292 -17%
Mirae Asset Global Investments
436
Mirae Asset Global Investments
South Korea
$12.7M -$103K -1,000 -0.9%
MM
437
Meridian Management
Arkansas
$12.4M -$1.24M -12,004 -10%
NPF
438
Norris Perne & French
Michigan
$12.3M +$396K +3,830 +4%
TFO
439
Tarbox Family Office
California
$12.3M +$1.2M +11,580 +11%
FF
440
Francis Financial
$12.3M -$1.94M -18,773 -14%
VBFG
441
Vishria Bird Financial Group
Tennessee
$12.3M -$113K -1,091 -1%
LA
442
LVW Advisors
New York
$12.2M +$2.18M +21,043 +23%
CWM
443
Cranbrook Wealth Management
Michigan
$12.2M +$716K +6,931 +7%
CFFNO
444
Common Fund For Nonprofit Organizations
Connecticut
$12.1M +$40.8K +395 +0.4%
TWA
445
TCI Wealth Advisors
Arizona
$12.1M +$11M +106,859 +2,914%
AAS
446
Ameritas Advisory Services
Nebraska
$12M -$4.13M -39,914 -27%
TCM
447
Towercrest Capital Management
Pennsylvania
$12M +$1.11M +10,691 +11%
Prudential Financial
448
Prudential Financial
New Jersey
$12M +$671K +6,490 +6%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$12M +$294K +2,844 +3%
WA
450
Waverly Advisors
Alabama
$11.9M -$315K -3,051 -3%

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.