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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
MFG
826
Midwest Financial Group
Kansas
$4.03M +$4.65K +45 +0.1%
SMA
827
Sage Mountain Advisors
Georgia
$4.02M -$379K -3,667 -9%
WB
828
WesBanco Bank
West Virginia
$4.01M +$420K +4,067 +12%
PAM
829
Palisade Asset Management
Minnesota
$4M +$172K +1,661 +5%
EWM
830
Evercore Wealth Management
New York
$4M -$6.2K -60 -0.2%
JBW
831
Journey Beyond Wealth
Georgia
$3.97M -$60.7K -587 -2%
CBA
832
Coastal Bridge Advisors
Connecticut
$3.96M +$218K +2,111 +6%
GWP
833
Gateway Wealth Partners
Wisconsin
$3.96M -$171K -1,653 -4%
GWS
834
Greykasell Wealth Strategies
California
$3.96M -$52.7K -510 -1%
CTA
835
Colonial Trust Advisors
South Carolina
$3.96M -$643K -6,218 -15%
IAS
836
IMA Advisory Services
Colorado
$3.95M -$4.76M -46,010 -56%
LKWM
837
Lee-Kelleher Wealth Management
Maryland
$3.95M +$207K +2,000 +6%
LFP
838
Lakeshore Financial Planning
Michigan
$3.94M +$18.8K +182 +0.5%
PIA
839
Perennial Investment Advisors
California
$3.94M -$74.4K -720 -2%
LDB
840
Lee, Danner & Bass
Tennessee
$3.94M -$12K -116 -0.3%
EA
841
Emerald Advisors
Washington
$3.92M +$207K +2,005 +6%
LFAS
842
Level Four Advisory Services
Texas
$3.92M +$716K +6,923 +24%
FFO
843
Fortitude Family Office
Arizona
$3.91M -$1.77M -17,092 -32%
FLPIM
844
F.L. Putnam Investment Management
Massachusetts
$3.91M -$35M -338,216 -90%
B
845
Birchbrook
Maine
$3.9M +$89.1K +862 +2%
WS
846
Wela Strategies
Georgia
$3.88M +$149K +1,439 +4%
PWS
847
Precision Wealth Strategies
Missouri
$3.87M +$3.66M +35,433 New
WWM
848
Wolff Wiese Magana
California
$3.86M +$28.6K +277 +0.8%
FFN
849
Focus Financial Network
Minnesota
$3.86M -$218K -2,113 -6%
PCM
850
Parsons Capital Management
Rhode Island
$3.85M -$59.2K -573 -2%

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.