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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
RA
751
Resolute Advisors
California
$4.85M -$1.18M -11,457 -21%
SG Americas Securities
752
SG Americas Securities
New York
$4.85M -$957K -9,261 -17%
CA
753
Capital Advantage
California
$4.85M -$8.99M -86,987 -66%
MCM
754
MidAtlantic Capital Management
Virginia
$4.82M -$314K -3,042 -6%
FIA
755
Foundations Investment Advisors
Arizona
$4.8M +$2.02M +19,536 +80%
MC
756
Middleton & Co
Massachusetts
$4.78M -$155K -1,500 -3%
WPC
757
Wedmont Private Capital
Pennsylvania
$4.76M -$133K -1,284 -3%
CG
758
Curat Global
New Hampshire
$4.76M -$164K -1,590 -4%
CFIA
759
Cantor Fitzgerald Investment Advisors
New York
$4.73M -$43.1K -417 -1%
EIA
760
Eldridge Investment Advisors
New Hampshire
$4.73M -$29.5K -285 -0.7%
BCM
761
Brookstone Capital Management
Illinois
$4.71M -$4.67M -45,159 -51%
RYIA
762
Roehl & Yi Investment Advisors
Oregon
$4.71M -$120K -1,163 -3%
AIP
763
Ameritas Investment Partners
Nebraska
$4.69M +$50.5K +489 +1%
DWM
764
Drive Wealth Management
Utah
$4.68M +$294K +2,846 +7%
VCM
765
Verde Capital Management
Michigan
$4.67M -$172K -1,664 -4%
VIM
766
Vista Investment Management
Pennsylvania
$4.67M +$21.1K +204 +0.5%
CW
767
CreativeOne Wealth
Kansas
$4.66M +$1.78M +17,209 +68%
MSA
768
Mason Street Advisors
Wisconsin
$4.66M -$930K -9,000 -17%
MG
769
Mather Group
Illinois
$4.63M -$308K -2,976 -7%
RBC
770
Roble Belko & Company
Pennsylvania
$4.63M -$2.75M -26,641 -39%
LWL
771
Leo Wealth LLC
Texas
$4.62M +$483K +4,668 +12%
SIC
772
Sterling Investment Counsel
New York
$4.6M -$1.85M -17,912 -30%
HLCM
773
Hi-Line Capital Management
South Dakota
$4.6M +$542K +5,248 +14%
MCI
774
MRP Capital Investments
Georgia
$4.6M +$65K +629 +2%
CWL
775
Causey Wealth LLC
Colorado
$4.6M +$182K +1,764 +4%

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.