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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
PL
701
Parthenon LLC
Kentucky
$5.68M +$71.3K +690 +1%
EWP
702
Elevation Wealth Partners
California
$5.68M -$413K -4,000 -7%
GC
703
Garde Capital
Washington
$5.67M +$97.2K +940 +2%
CB
704
Commerce Bank
Missouri
$5.65M -$308K -2,980 -5%
NL
705
NWAM LLC
Washington
$5.65M -$563K -5,447 -10%
SS
706
Sound Stewardship
Kansas
$5.64M +$706K +6,833 +15%
1WM
707
1900 Wealth Management
Texas
$5.63M +$9.92K +96 +0.2%
SFS
708
Sowell Financial Services
Arkansas
$5.58M -$800K -7,742 -13%
RBC
709
Romano Brothers & Co
Illinois
$5.55M -$245K -2,369 -4%
ML
710
McAdam LLC
Pennsylvania
$5.54M +$597K +5,779 +13%
MFS
711
McNamara Financial Services
Massachusetts
$5.51M +$568K +5,495 +12%
MAFA
712
MJT & Associates Financial Advisory
Minnesota
$5.51M +$167K +1,611 +3%
TD Asset Management
713
TD Asset Management
Ontario, Canada
$5.49M +$157K +1,514 +3%
CA
714
Clune & Associates
Illinois
$5.48M +$915K +8,849 +21%
CHC
715
City Holding Co
West Virginia
$5.4M +$137K +1,324 +3%
CCB
716
Country Club Bank
Missouri
$5.38M +$98.6K +954 +2%
AP
717
Aspect Partners
Virginia
$5.37M +$342K +3,305 +7%
SW
718
Simplicity Wealth
New Jersey
$5.35M -$143K -1,382 -3%
GSC
719
G&S Capital
Colorado
$5.35M +$158K +1,532 +3%
EW
720
Element Wealth
Mississippi
$5.34M -$153K -1,482 -3%
CIC
721
Carnegie Investment Counsel
Ohio
$5.33M -$231K -2,236 -4%
AL
722
Aspiriant LLC
California
$5.33M +$1.55M +14,963 +44%
EFL
723
ERn Financial LLC
Wisconsin
$5.33M -$134K -1,298 -3%
SWM
724
Spire Wealth Management
Virginia
$5.33M -$1.97M -19,080 -28%
MLIC
725
Mandatum Life Insurance Company
Finland
$5.32M

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.