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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
PLU
651
Performa Ltd (US)
South Carolina
$6.46M +$706K +6,833 +13%
BFO
652
Boston Family Office
Massachusetts
$6.45M -$40.1K -388 -0.7%
AWP
653
Accretive Wealth Partners
New Jersey
$6.43M +$85K +822 +1%
PCM
654
Park Capital Management
Wisconsin
$6.41M +$147K +1,418 +2%
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.39M +$1.81M +17,462 +43%
Empower Advisory Group
656
Empower Advisory Group
Colorado
$6.38M -$14.4M -139,446 -70%
SS
657
Sunbelt Securities
Texas
$6.36M +$339K +3,275 +6%
CIAS
658
CFS Investment Advisory Services
New Jersey
$6.36M -$4.45K -43 -0.1%
CAM
659
Cozad Asset Management
Illinois
$6.34M -$280K -2,713 -4%
AI
660
Atria Investments
North Carolina
$6.3M -$297K -2,871 -5%
BIA
661
Bigelow Investment Advisors
Maine
$6.26M +$328K +3,173 +6%
BA
662
Ballew Advisors
Mississippi
$6.24M +$170K +1,645 +3%
MWM
663
Meridian Wealth Management
Kentucky
$6.23M -$145K -1,401 -2%
EWA
664
Etesian Wealth Advisors
Oregon
$6.23M -$1.24M -11,987 -17%
AFG
665
Arkansas Financial Group
Arkansas
$6.23M -$192K -1,858 -3%
CBB
666
Citizens Business Bank
California
$6.21M -$524K -5,067 -8%
BCM
667
Boltwood Capital Management
California
$6.17M -$22.2K -215 -0.4%
FNBOH
668
First National Bank of Hutchinson
Kansas
$6.16M -$85.6K -828 -1%
BFIM
669
Beese Fulmer Investment Management
Ohio
$6.12M +$5.79M +55,970 New
GWMIA
670
Global Wealth Management Investment Advisory
Florida
$6.1M -$1.77M -17,083 -23%
SC
671
Stephenson & Company
California
$6.09M +$321K +3,109 +6%
CAG
672
Csenge Advisory Group
Florida
$6.08M +$899K +8,694 +18%
HBT
673
Hills Bank & Trust
Iowa
$6.08M -$384K -3,710 -6%
HFS
674
Hopwood Financial Services
Virginia
$6.07M +$166K +1,605 +3%
LA
675
Lynch & Associates
Indiana
$6.06M +$26.6K +257 +0.5%

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.