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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
PPWM
876
PFG Private Wealth Management
Florida
$3.67M +$10.6K +103 +0.3%
NL
877
NEPC LLC
Massachusetts
$3.66M -$1.55K -15 -0%
CHJWM
878
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.66M +$127K +1,226 +4%
SFB
879
STAR Financial Bank
Indiana
$3.63M +$509K +4,922 +17%
MAS
880
Meeder Advisory Services
Ohio
$3.62M +$136K +1,318 +4%
BSAM
881
Blue Square Asset Management
New York
$3.62M -$6.81M -65,894 -67%
BJL
882
Brighton Jones LLC
Washington
$3.61M +$199K +1,921 +6%
QCIG
883
Quad-Cities Investment Group
Iowa
$3.61M -$40.6K -393 -1%
SKK
884
Shepherd Kaplan Krochuk
Massachusetts
$3.61M +$384K +3,716 +13%
AFP
885
Alpha Financial Partners
Kentucky
$3.6M -$56.9K -550 -2%
UBG
886
United Bank (Georgia)
Georgia
$3.59M +$155K +1,495 +5%
TFF
887
The Family Firm
Maryland
$3.59M +$115K +1,117 +4%
CT
888
Colonial Trust
South Carolina
$3.59M -$241K -2,332 -7%
FFG
889
Fortress Financial Group
Minnesota
$3.59M +$1.57M +15,158 +86%
VIA
890
Vickerman Investment Advisors
Washington
$3.59M +$114K +1,106 +3%
GPA
891
Garrison Point Advisors
California
$3.58M -$43.5K -421 -1%
DJSG
892
D.J. St. Germain
Massachusetts
$3.58M -$9.41M -91,076 -74%
KHC
893
Koesten Hirschmann & Crabtree
Kansas
$3.56M +$847K +8,198 +34%
SR
894
Syntax Research
Florida
$3.55M -$40.8K -395 -1%
AF
895
Affiance Financial
Minnesota
$3.54M +$181K +1,752 +6%
CTC
896
Corundum Trust Company
South Dakota
$3.53M -$103K -992 -3%
GSAM
897
Grant Street Asset Management
Pennsylvania
$3.52M +$365K +3,528 +12%
ANTB
898
AMG National Trust Bank
Colorado
$3.51M -$58.9K -570 -2%
TCA
899
Transcend Capital Advisors
New Jersey
$3.51M +$131K +1,270 +4%
FWTB
900
First Western Trust Bank
Colorado
$3.5M +$6.1K +59 +0.2%

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.