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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
FA
676
FDx Advisors
Illinois
$6.05M +$194K +1,876 +4%
SCTC
677
Sanibel Captiva Trust Company
Florida
$6.05M +$423K +4,091 +8%
PPWM
678
Paragon Private Wealth Management
Kentucky
$6.04M +$1.1M +10,678 +24%
SAM
679
Smithbridge Asset Management
Pennsylvania
$6.03M +$2.73M +26,412 +92%
ALA
680
Atlas Legacy Advisors
California
$6.03M -$926K -8,959 -14%
CWG
681
Cornerstone Wealth Group
North Carolina
$6.02M -$526K -5,088 -8%
MAA
682
Matrix Asset Advisors
New York
$5.99M +$636K +6,150 +13%
CAC
683
Certified Advisory Corp
Florida
$5.98M -$226K -2,183 -4%
MWA
684
Muirfield Wealth Advisors
North Carolina
$5.97M +$432K +4,183 +8%
EA
685
Enclave Advisors
Texas
$5.95M -$1.05M -10,139 -16%
KNFPWM
686
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.94M +$139K +1,349 +3%
AFS
687
Aft Forsyth & Sober
Florida
$5.93M
SI
688
Stephens Inc
Arkansas
$5.92M -$23.4K -226 -0.4%
MFA
689
Mayflower Financial Advisors
Massachusetts
$5.92M +$50.2K +486 +0.9%
LWM
690
Latko Wealth Management
Illinois
$5.92M +$484K +4,680 +9%
IAA
691
Ironsides Asset Advisors
North Carolina
$5.91M -$8.48K -82 -0.2%
TCM
692
Telos Capital Management
California
$5.88M +$192K +1,859 +4%
MA
693
Montag & Associates
Georgia
$5.78M -$10.8M -104,040 -66%
LPT
694
Legacy Private Trust
Wisconsin
$5.77M -$503K -4,870 -8%
PFM
695
Phillips Financial Management
Indiana
$5.76M -$111K -1,074 -2%
NCM
696
Noesis Capital Mangement
Florida
$5.73M -$1.33M -12,902 -20%
NAM
697
NTV Asset Management
West Virginia
$5.73M +$124K +1,200 +2%
PD
698
Planning Directions
Pennsylvania
$5.71M +$318K +3,075 +6%
BWCS
699
Beirne Wealth Consulting Services
Connecticut
$5.71M +$2.33M +22,532 +76%
IFG
700
Independent Financial Group
California
$5.69M -$453K -4,385 -8%

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.