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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
IWMA
551
Ironwood Wealth Management (Arizona)
Arizona
$8.82M -$3.88M -37,547 -32%
GVAG
552
Great Valley Advisor Group
Delaware
$8.81M -$1.57M -15,164 -16%
PVAMC
553
PPS&V Asset Management Consultants
Michigan
$8.72M +$666K +6,439 +9%
EIP
554
Ellis Investment Partners
Pennsylvania
$8.65M -$26.3K -254 -0.3%
FMI
555
F/M Investments
District of Columbia
$8.64M +$602K +5,820 +8%
EWA
556
Emergent Wealth Advisors
New York
$8.62M +$251K +2,425 +3%
DWM
557
Dakota Wealth Management
Florida
$8.59M -$5.15M -49,850 -39%
BFS
558
Burkett Financial Services
South Carolina
$8.59M +$919K +8,894 +13%
HAC
559
Harbor Advisory Corp
New Hampshire
$8.58M +$295K +2,854 +4%
GIA
560
GHP Investment Advisors
Colorado
$8.58M -$49.1K -475 -0.6%
SW
561
SVB Wealth
Massachusetts
$8.56M +$8.09M +78,310 New
KP
562
Keel Point
Alabama
$8.54M +$272K +2,633 +3%
WGC
563
Watts Gwilliam & Co
Arizona
$8.54M -$82.4K -797 -1%
JWCA
564
J.W. Cole Advisors
Florida
$8.48M +$2.66M +25,697 +50%
TA
565
Tectonic Advisors
Texas
$8.45M +$522K +5,054 +7%
RSWM
566
Robertson Stephens Wealth Management
California
$8.45M +$454K +4,390 +6%
KA
567
Kure Advisory
Minnesota
$8.44M +$891K +8,622 +13%
FHA
568
Flagship Harbor Advisors
Massachusetts
$8.34M +$1.87M +18,130 +31%
CFO
569
Callan Family Office
Pennsylvania
$8.34M +$972K +9,399 +14%
LT
570
Legacy Trust
Michigan
$8.33M +$229K +2,218 +3%
BRM
571
Boston Research & Management
Massachusetts
$8.33M +$242K +2,340 +3%
CPL
572
Corecam Pte Ltd
$8.26M -$4.16M -40,200 -35%
DC
573
Davenport & Co
Virginia
$8.24M +$324K +3,137 +4%
JWBC
574
J.W. Burns & Co
New York
$8.23M +$661K +6,393 +9%
CTC
575
Central Trust Company
Missouri
$8.2M -$173K -1,672 -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.