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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
ACA
476
Aptus Capital Advisors
Alabama
$11M -$811K -7,850 -7%
MFG
477
Merit Financial Group
Georgia
$11M +$338K +3,274 +3%
FCA
478
Fortis Capital Advisors
Kansas
$10.9M +$529K +5,118 +5%
TIM
479
Tortoise Investment Management
New York
$10.9M -$245K -2,367 -2%
ONB
480
Old National Bancorp
Indiana
$10.9M +$5.11M +49,447 +99%
WWM
481
Waterway Wealth Management
Texas
$10.8M +$469K +4,539 +5%
LRWA
482
Long Run Wealth Advisors
New York
$10.8M +$167K +1,617 +2%
PHAM
483
Palisades Hudson Asset Management
Florida
$10.8M +$2.48K +24 +0%
MWM
484
Marietta Wealth Management
Georgia
$10.7M +$77.2K +747 +0.8%
FTS
485
Fifth Third Securities
Ohio
$10.7M +$366K +3,543 +4%
GAM
486
Gotham Asset Management
New York
$10.7M +$29.7K +287 +0.3%
EFG
487
Embree Financial Group
Illinois
$10.7M -$1.67M -16,117 -14%
CAL
488
Capital Analysts LLC
Pennsylvania
$10.6M -$10.6M -102,324 -51%
EWM
489
Evermay Wealth Management
Virginia
$10.6M -$483K -4,677 -5%
OIS
490
Okabena Investment Services
Minnesota
$10.6M +$334K +3,230 +3%
SFC
491
Sprinkle Financial Consultants
Colorado
$10.5M -$974K -9,426 -9%
AC
492
Asio Capital
Kentucky
$10.4M -$5.65M -54,661 -36%
CG
493
CFO4Life Group
Texas
$10.3M -$29K -281 -0.3%
CCM
494
Condor Capital Management
New Jersey
$10.3M +$175K +1,690 +2%
CL
495
Choreo LLC
Illinois
$10.3M -$318K -3,075 -3%
STA
496
Summit Trail Advisors
New York
$10.3M +$9.74M +94,225 New
CGPCS
497
Capital Group Private Client Services
California
$10.3M +$563K +5,451 +6%
AAS
498
Asset Allocation Strategies
Michigan
$10.3M -$240K -2,319 -2%
IA
499
IFG Advisory
Georgia
$10.2M -$38.7K -374 -0.4%
JSL
500
JT Stratford LLC
Georgia
$10.2M +$777K +7,517 +9%

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.