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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
SAG
776
SageView Advisory Group
California
$4.59M -$341K -3,302 -7%
MCA
777
MSH Capital Advisors
Arizona
$4.59M -$132K -1,279 -3%
CPW
778
Crestmont Private Wealth
Texas
$4.59M -$95K -919 -2%
COPPSERS
779
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.58M -$1.2M -11,608 -22%
S
780
Sachetta
Massachusetts
$4.58M -$57K -551 -1%
CB
781
Centennial Bank
Arkansas
$4.56M +$87.3K +845 +2%
SW
782
Solidarity Wealth
Utah
$4.55M +$251K +2,426 +6%
SEI Investments
783
SEI Investments
Pennsylvania
$4.52M +$597K +5,778 +16%
AAS
784
Annex Advisory Services
Wisconsin
$4.49M -$658K -6,362 -13%
PAG
785
Private Advisory Group
Washington
$4.49M -$2.09M -20,241 -33%
MUAMU
786
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.48M
AWM
787
Avior Wealth Management
Nebraska
$4.48M -$959K -9,273 -18%
KCM
788
Kanawha Capital Management
Virginia
$4.47M -$110K -1,060 -3%
EL
789
EWA LLC
Pennsylvania
$4.47M +$404K +3,905 +11%
Betterment LLC
790
Betterment LLC
New York
$4.43M -$1.04M -10,102 -20%
KFBMI
791
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.37M
MFC
792
Mechanics Financial Corp
Ohio
$4.37M -$140K -1,353 -3%
VA
793
VestGen Advisors
Illinois
$4.35M -$397K -3,838 -9%
PIMJS
794
PKO Investment Management Joint-Stock
Poland
$4.35M -$1.03M -10,000 -20%
GSB
795
Greenfield Savings Bank
Massachusetts
$4.35M +$147K +1,425 +4%
QCM
796
Quantinno Capital Management
New York
$4.32M +$136K +1,320 +3%
PBO
797
Peoples Bank (Ohio)
Ohio
$4.28M -$406K -3,923 -9%
SFP
798
Sandbox Financial Partners
Maryland
$4.28M +$3.85M +37,236 +1,924%
CPRC
799
Consolidated Portfolio Review Corp
New York
$4.28M -$183K -1,771 -4%
RFG
800
RFP Financial Group
Georgia
$4.28M +$375K +3,630 +10%

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.