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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
TDWM
526
Topel & Distasi Wealth Management
California
$9.55M +$58.9K +570 +0.7%
FCP
527
Fidelis Capital Partners
Florida
$9.51M -$471K -4,554 -5%
SF
528
Summit Financial
New Jersey
$9.5M +$2.86M +27,682 +47%
Millennium Management
529
Millennium Management
New York
$9.48M +$3.52M +34,092 +65%
HWM
530
HighMark Wealth Management
Minnesota
$9.48M +$152K +1,469 +2%
HR
531
Howe & Rusling
New York
$9.47M +$1.14M +11,073 +15%
PGF
532
Plan Group Financial
Oklahoma
$9.43M -$1.11M -10,738 -11%
ET
533
Equitable Trust
Tennessee
$9.42M -$4.37M -42,290 -33%
SA
534
SoundView Advisors
Washington
$9.41M +$266K +2,570 +3%
PI
535
Pachira Investments
California
$9.39M -$408K -3,947 -4%
MOS
536
MGO One Seven
Ohio
$9.39M -$1.13M -10,885 -11%
PA
537
Parallel Advisors
California
$9.28M -$1.05M -10,183 -11%
IA
538
IFS Advisors
Kansas
$9.22M +$2.85M +27,559 +48%
BHBT
539
Burke & Herbert Bank & Trust
Virginia
$9.21M -$31.7K -307 -0.4%
TH
540
TCTC Holdings
Texas
$9.21M +$2.85M +27,579 +49%
CSIC
541
Clifford Swan Investment Counsel
California
$9.2M -$181K -1,753 -2%
Retirement Systems of Alabama
542
Retirement Systems of Alabama
Alabama
$9.13M
CNB
543
Camden National Bank
Maine
$9.04M +$455K +4,404 +6%
AWA
544
Arkadios Wealth Advisors
Georgia
$8.97M -$4.43M -42,809 -34%
TYCC
545
Texas Yale Capital Corp
Florida
$8.92M -$115K -1,111 -1%
FCBT
546
First Citizens Bank & Trust
North Carolina
$8.88M -$3.08M -29,834 -27%
SA
547
Sylvest Advisors
Texas
$8.87M +$164K +1,590 +2%
MWM
548
Magnolia Wealth Management
Alabama
$8.84M +$457K +4,422 +6%
CPSAC
549
Chas P. Smith & Associates (CPS)
Florida
$8.82M +$47.7K +461 +0.6%
CWM
550
CCG Wealth Management
California
$8.82M +$565K +5,465 +7%

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.