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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
LSIA
851
LaSalle St. Investment Advisors
Illinois
$3.84M -$320K -3,098 -8%
WCM
852
Windsor Capital Management
Arizona
$3.83M -$68K -658 -2%
NPT
853
National Philanthropic Trust
Pennsylvania
$3.83M +$131K +1,270 +4%
FCM
854
Fourpath Capital Management
Oklahoma
$3.83M -$51.9K -502 -1%
SIAM
855
Sterling Investment Advisors (Missouri)
Missouri
$3.83M +$842K +8,147 +23%
SPFA
856
Summit Place Financial Advisors
New Jersey
$3.83M +$119K +1,152 +3%
MCA
857
Magnolia Capital Advisors
Mississippi
$3.82M +$822K +7,953 +29%
CF
858
Conquis Financial
California
$3.81M -$50.2K -486 -1%
VPW
859
Variant Private Wealth
Virginia
$3.81M -$1.24M -12,004 -26%
SSW
860
Stone Summit Wealth
Florida
$3.81M -$508K -4,915 -12%
WCP
861
Wick Capital Partners
Pennsylvania
$3.81M -$3.76M -36,400 -91%
WS
862
Wedbush Securities
California
$3.79M -$391K -3,784 -10%
DCM
863
Donaldson Capital Management
Indiana
$3.78M -$627K -6,062 -15%
ATC
864
Adirondack Trust Company
New York
$3.78M -$109K -1,058 -3%
HPC
865
HM Payson & Co
Maine
$3.77M -$1.23M -11,917 -26%
AFO
866
Arrowroot Family Office
California
$3.76M +$3.56M +34,443 New
WPW
867
Waldron Private Wealth
Pennsylvania
$3.76M -$15.5K -150 -0.4%
MCM
868
Magnolia Capital Management
New York
$3.75M -$256K -2,480 -7%
CASB
869
Cape Ann Savings Bank
Massachusetts
$3.74M -$421K -4,075 -11%
TCG
870
Transcendent Capital Group
Oklahoma
$3.72M +$43.5K +421 +1%
CP
871
Canopy Partners
Ohio
$3.72M -$37.6K -364 -1%
BCA
872
Bay Capital Advisors
Virginia
$3.72M -$1.6M -15,438 -31%
BFG
873
Baron Financial Group
New Jersey
$3.71M -$76.5K -740 -2%
TNBTD
874
Trustmark National Bank Trust Department
Mississippi
$3.69M -$34.6K -335 -1%
Luther King Capital Management (LKCM)
875
Luther King Capital Management (LKCM)
Texas
$3.68M

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.