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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
IWM
451
Inlight Wealth Management
Georgia
$11.9M +$1.19M +11,524 +9%
HFRG
452
Houlihan Financial Resource Group
Virginia
$11.8M -$448K -4,332 -4%
CIM
453
CIM Investment Management
Pennsylvania
$11.8M -$11.6M -112,139 -51%
EFS
454
Econ Financial Services
Pennsylvania
$11.8M +$273K +2,645 +3%
CAG
455
Crestwood Advisors Group
Massachusetts
$11.7M +$823K +7,959 +8%
MIG
456
McGuire Investment Group
Rhode Island
$11.7M +$349K +3,381 +3%
PFA
457
Presper Financial Architects
Ohio
$11.7M +$11.1M +107,379 New
RWPA
458
Richard W. Paul & Associates
Michigan
$11.7M -$889K -8,603 -7%
SL
459
Salomon & Ludwin
Virginia
$11.6M -$274K -2,652 -3%
FAIM
460
Financial Advocates Investment Management
Washington
$11.6M +$11M +105,945 New
PPW
461
PACK Private Wealth
Minnesota
$11.6M +$1.04M +10,108 +11%
JFA
462
JNBA Financial Advisors
Minnesota
$11.6M -$941K -9,103 -8%
BAM
463
Belpointe Asset Management
Nevada
$11.6M +$359K +3,476 +3%
Legal & General Group
464
Legal & General Group
United Kingdom
$11.5M +$575K +5,567 +6%
KPWS
465
Kestra Private Wealth Services
Texas
$11.5M -$575K -5,564 -5%
PAM
466
Peninsula Asset Management
Florida
$11.5M +$56.3K +545 +0.5%
IWM
467
IHT Wealth Management
Illinois
$11.5M +$3.7M +35,747 +51%
IF
468
Ironwood Financial
Arizona
$11.4M
NA
469
Nestegg Advisors
New York
$11.4M +$49.8K +482 +0.5%
4FG
470
4Thought Financial Group
New York
$11.4M +$2.47M +23,922 +30%
RA
471
Riversedge Advisors
Delaware
$11.4M +$4.09M +39,566 +61%
FHA
472
First Horizon Advisors
Tennessee
$11.4M +$334K +3,234 +3%
SC
473
Sapient Capital
Indiana
$11.3M +$138K +1,339 +1%
EWM
474
Empirical Wealth Management
Washington
$11.1M +$345K +3,334 +3%
SDWMA
475
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M +$212K +2,049 +2%

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.