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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$407M -$47.5M -459,058 -11%
WANY
27
Wealthspire Advisors (New York)
New York
$404M -$19.1M -185,146 -5%
AA
28
Acorns Advisers
California
$366M +$47.7M +461,062 +16%
JP Morgan Chase
29
JP Morgan Chase
New York
$351M -$8.96M -86,680 -3%
Truist Financial
30
Truist Financial
North Carolina
$342M -$49.8M -482,073 -13%
CAM
31
Cresset Asset Management
Illinois
$329M -$73.2M -708,095 -19%
PPFA
32
Provida Pension Fund Administrator
Chile
$323M -$141M -1,362,425 -32%
HighTower Advisors
33
HighTower Advisors
Illinois
$311M -$16.2M -157,051 -5%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$283M +$25M +241,646 +10%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$282M +$117M +1,136,151 +84%
CCA
36
Catalyst Capital Advisors
New York
$260M -$14.4M -139,290 -6%
MRC
37
Millburn Ridgefield Corp
New York
$260M -$14.4M -139,290 -6%
AA
38
Alesco Advisors
New York
$258M +$12.4M +119,619 +5%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$251M +$17.6M +169,894 +8%
VFA
40
Valeo Financial Advisors
Indiana
$246M +$4.72M +45,685 +2%
CWM
41
Circle Wealth Management
New Jersey
$230M
MCM
42
MAI Capital Management
Ohio
$221M +$3.64M +35,231 +2%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$217M -$14.2M -137,534 -6%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$203M -$13.8M -133,504 -7%
HNB
45
Huntington National Bank
Ohio
$192M
Mariner
46
Mariner
Kansas
$191M -$318K -3,073 -0.2%
HTC
47
Haverford Trust Company
Pennsylvania
$187M -$239K -2,312 -0.1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$186M -$2.02M -19,560 -1%
Stifel Financial
49
Stifel Financial
Missouri
$174M +$3.17M +30,652 +2%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172M +$21.9M +211,462 +15%

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.