We are live on ! Find out more
IJR icon

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
AC
601
Apella Capital
Connecticut
$7.52M -$491K -4,751 -7%
PFM
602
Peak Financial Management
Massachusetts
$7.52M +$107K +1,036 +2%
CIAS
603
Capital Investment Advisory Services
North Carolina
$7.52M -$246K -2,376 -3%
RA
604
RFG Advisory
Alabama
$7.44M -$372K -3,601 -5%
SFI
605
SPC Financial Inc
Maryland
$7.44M +$721K +6,978 +11%
KFP
606
KMG Fiduciary Partners
Ohio
$7.43M +$380K +3,673 +6%
MF
607
Meridian Financial
Massachusetts
$7.41M -$22.8K -221 -0.3%
HHWM
608
Hiley Hunt Wealth Management
Nebraska
$7.41M +$239K +2,309 +4%
ACB
609
Aristotle Capital Boston
Massachusetts
$7.38M +$2.31M +22,306 +49%
MWM
610
MTC Wealth Management
Florida
$7.35M -$152K -1,473 -2%
Susquehanna International Group
611
Susquehanna International Group
Pennsylvania
$7.29M +$4.62M +44,733 +204%
EFA
612
Evernest Financial Advisors
Indiana
$7.25M -$3.12M -30,219 -31%
SW
613
SkyOak Wealth
Michigan
$7.22M -$42K -406 -0.6%
DWT
614
Dorsey & Whitney Trust
South Dakota
$7.16M -$650K -6,288 -9%
PFS
615
Prospera Financial Services
Texas
$7.16M -$1.39M -13,417 -17%
NGA
616
Naples Global Advisors
Florida
$7.12M +$726K +7,024 +12%
AMM
617
American Money Management
California
$7.1M +$139K +1,348 +2%
SIA
618
Soltis Investment Advisors
Utah
$7.09M +$8.79K +85 +0.1%
CI
619
CX Institutional
Indiana
$7.05M +$942K +9,115 +16%
BWS
620
Buck Wealth Strategies
Colorado
$7.04M -$889K -8,596 -12%
TSWM
621
Triangle Securities Wealth Management
North Carolina
$7.04M +$92.5K +895 +1%
CFO
622
Capitol Family Office
Oregon
$7M +$7.44K +72 +0.1%
LWMNY
623
Landmark Wealth Management (New York)
New York
$6.98M +$201K +1,942 +3%
SWA
624
Serenus Wealth Advisors
California
$6.98M -$2M -19,321 -23%
BIA
625
Bell Investment Advisors
California
$6.98M -$371K -3,587 -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.