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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$160M +$1.65M +16,007 +1%
MGIA
52
Moneta Group Investment Advisors
Missouri
$160M +$2.51M +24,279 +2%
MWM
53
Modera Wealth Management
New Jersey
$159M -$20.1M -194,149 -12%
BIM
54
Bridges Investment Management
Nebraska
$158M +$1.54M +14,913 +1%
MFIM
55
Mesirow Financial Investment Management
Illinois
$157M -$3.57M -34,530 -2%
Osaic Holdings
56
Osaic Holdings
Arizona
$150M +$21.3M +205,837 +18%
Creative Planning
57
Creative Planning
Kansas
$140M -$8.82M -85,325 -6%
CCMG
58
Clark Capital Management Group
Pennsylvania
$136M -$58M -561,319 -31%
MML Investors Services
59
MML Investors Services
Massachusetts
$135M +$38.2K +370 +0%
AF
60
Allworth Financial
California
$130M +$2.6M +25,133 +2%
FMII
61
Farmers & Merchants Investments Inc
Nebraska
$123M +$8.95M +86,544 +8%
Comerica Bank
62
Comerica Bank
Texas
$123M +$1.18M +11,372 +1%
UCFA
63
United Capital Financial Advisors
Texas
$122M -$6.86M -66,404 -6%
Corient Private Wealth
64
Corient Private Wealth
Florida
$120M +$3.58M +34,677 +3%
NFA
65
Nationwide Fund Advisors
Ohio
$120M +$5.17M +49,997 +5%
M&T Bank
66
M&T Bank
New York
$114M -$9.41M -91,045 -8%
SFA
67
Sequoia Financial Advisors
Ohio
$112M +$8.13M +78,649 +8%
AssetMark Inc
68
AssetMark Inc
California
$107M +$772K +7,472 +0.8%
AAS
69
Avantax Advisory Services
Texas
$106M +$5.17M +49,982 +5%
Franklin Resources
70
Franklin Resources
California
$103M -$19.5M -188,502 -17%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$102M +$5.55M +53,714 +6%
AIM
72
Acropolis Investment Management
Missouri
$101M +$346K +3,350 +0.4%
Brown Advisory
73
Brown Advisory
Maryland
$99.2M +$13.7M +132,753 +17%
AUB
74
Atlantic Union Bankshares
Virginia
$97.2M +$90.7M +877,237 +7,144%
State Street
75
State Street
Massachusetts
$94.6M +$34M +328,964 +61%

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.