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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
CAM
801
Campion Asset Management
Virginia
$4.26M +$180K +1,740 +5%
SOS
802
Silver Oak Securities
Tennessee
$4.26M -$355K -3,432 -8%
WFAG
803
Wescott Financial Advisory Group
Pennsylvania
$4.25M +$73.6K +712 +2%
HIMC
804
Heritage Investors Management Corp
Maryland
$4.24M +$94.6K +915 +2%
BWM
805
Boyd Wealth Management
California
$4.24M -$87.5K -846 -2%
National Bank of Canada
806
National Bank of Canada
Quebec, Canada
$4.18M -$282K -2,726 -7%
SAI
807
Savvy Advisors Inc
New York
$4.18M +$434K +4,197 +12%
SSWM
808
Sheets Smith Wealth Management
North Carolina
$4.17M +$52.2K +505 +1%
AFG
809
Atomi Financial Group
New York
$4.17M +$1.08M +10,432 +38%
GMA
810
Glassy Mountain Advisors
Maryland
$4.15M +$3.93M +37,983 New
NCM
811
Next Capital Management
New York
$4.15M +$318K +3,076 +9%
MPCA
812
Madison Park Capital Advisors
Washington
$4.14M -$378K -3,655 -9%
GSWM
813
Greenup Street Wealth Management
Michigan
$4.13M +$176K +1,703 +5%
GLA
814
Good Life Advisors
Pennsylvania
$4.13M -$1.89M -18,249 -33%
VNA
815
Valley National Advisers
Pennsylvania
$4.12M -$624K -6,037 -14%
CPSC
816
Carl P. Sherr & Co
Massachusetts
$4.12M +$141K +1,365 +4%
LIM
817
Leavell Investment Management
Alabama
$4.1M -$492K -4,760 -11%
DT
818
Diversified Trust
Tennessee
$4.09M +$1.02M +9,889 +36%
WCFA
819
Walkner Condon Financial Advisors
Wisconsin
$4.09M +$518K +5,014 +15%
MA
820
Mutual Advisors
Nebraska
$4.08M +$323K +3,124 +9%
UFAC
821
Urban Financial Advisory Corp
Illinois
$4.08M +$98.4K +952 +3%
ST
822
Spinnaker Trust
Maine
$4.08M +$19.8K +192 +0.5%
MYIA
823
Mount Yale Investment Advisors
Colorado
$4.07M -$292K -2,821 -7%
HH
824
Hilltop Holdings
Texas
$4.07M +$181K +1,753 +5%
WA
825
WBH Advisory
Maryland
$4.04M +$173K +1,672 +5%

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.