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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
CNBTD
576
Citizens National Bank Trust Department
Mississippi
$8.17M -$118K -1,145 -2%
EIG
577
Ellenbecker Investment Group
Wisconsin
$8.15M -$368K -3,564 -5%
BFWA
578
Benchmark Financial Wealth Advisors
Florida
$8.13M +$137K +1,330 +2%
HAS
579
Holland Advisory Services
Florida
$8.1M +$1.21M +11,689 +19%
RPC
580
Rossmore Private Capital
Connecticut
$8.06M -$193K -1,863 -2%
SB
581
Strategic Blueprint
Georgia
$8.01M -$1.02M -9,821 -12%
PSCM
582
Per Stirling Capital Management
Texas
$8M -$1.62M -15,667 -18%
CCM
583
Canal Capital Management
Virginia
$8M +$195K +1,886 +3%
AIA
584
Arcadia Investment Advisors
Idaho
$7.98M +$327K +3,162 +5%
C
585
Certuity
Florida
$7.95M +$32.3K +312 +0.4%
GWM
586
Geneos Wealth Management
Colorado
$7.94M -$6.55M -63,360 -47%
RIA
587
Richwood Investment Advisors
Ohio
$7.92M +$70.6K +683 +1%
PWM
588
Partnership Wealth Management
Maryland
$7.88M -$913K -8,833 -11%
AIMC
589
Alley Investment Management Company
Illinois
$7.86M +$10K +97 +0.1%
MMA
590
Miracle Mile Advisors
California
$7.76M +$5.14M +49,685 +233%
MPCG
591
Matrix Private Capital Group
New York
$7.75M -$876K -8,476 -11%
PPWP
592
Premier Path Wealth Partners
New Jersey
$7.75M +$372K +3,602 +5%
SAM
593
Sherman Asset Management
California
$7.72M -$103 -1 -0%
NF
594
Nikulski Financial
Iowa
$7.71M -$520K -5,028 -7%
BW
595
BostonPremier Wealth
Massachusetts
$7.68M +$84.2K +815 +1%
SWMG
596
Sard Wealth Management Group
Georgia
$7.66M +$223K +2,156 +3%
UFA
597
Uptown Financial Advisors
Texas
$7.63M +$360K +3,479 +5%
MWM
598
Mascoma Wealth Management
New Hampshire
$7.61M +$28.2K +273 +0.4%
VRM
599
Vectors Research Management
New York
$7.57M -$66.7K -645 -0.9%
BEI
600
Benjamin Edwards Inc
Missouri
$7.54M -$375K -3,629 -5%

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.