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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
HCP
626
Holt Capital Partners
Texas
$6.96M -$5.98M -57,829 -48%
MHC
627
May Hill Capital
Massachusetts
$6.95M -$79.2K -766 -1%
TA
628
TKG Advisors
Indiana
$6.95M +$444K +4,294 +7%
HSA
629
HBK Sorce Advisory
Pennsylvania
$6.95M -$154K -1,494 -2%
PFG
630
Pacific Financial Group
Washington
$6.9M -$463K -4,478 -7%
MNBTD
631
Moody National Bank Trust Division
Texas
$6.9M
WPIC
632
White Pine Investment Company
Michigan
$6.85M -$110K -1,068 -2%
OCM
633
One Capital Management
California
$6.85M +$133K +1,286 +2%
AIM
634
Allen Investment Management
New York
$6.84M
IAN
635
Integrated Advisors Network
Texas
$6.77M -$76.1K -736 -1%
ABC
636
Associated Banc-Corp
Wisconsin
$6.75M -$164K -1,591 -3%
CIA
637
Choate Investment Advisors
Massachusetts
$6.74M -$40.6M -392,737 -86%
AP
638
Americana Partners
Texas
$6.72M +$161K +1,560 +3%
SC
639
SummitTX Capital
Texas
$6.72M +$6.35M +61,446 New
CA
640
Cumberland Advisors
Florida
$6.71M -$645K -6,235 -9%
BOH
641
Bank of Hawaii
Hawaii
$6.67M -$2.83M -27,340 -31%
EGWAG
642
Elwood & Goetz Wealth Advisory Group
Georgia
$6.66M +$253K +2,452 +4%
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$6.65M -$81K -784 -1%
TWC
644
TD Waterhouse Canada
Ontario, Canada
$6.64M +$573K +5,545 +10%
NWA
645
New World Advisors
Massachusetts
$6.62M +$23.5K +227 +0.4%
OHWP
646
Oak Harbor Wealth Partners
North Carolina
$6.57M -$37.6K -364 -0.6%
AC
647
Aristides Capital
Kentucky
$6.56M
CV
648
Counterweight Ventures
North Carolina
$6.54M +$139K +1,340 +2%
PWM
649
Provident Wealth Management
Tennessee
$6.5M +$46.4K +449 +0.8%
OAM
650
Oppenheimer Asset Management
New York
$6.48M -$6.18M -59,812 -50%

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.