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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
NOI
901
Newton One Investments
Delaware
$3.5M +$312K +3,016 +10%
PP
902
PrairieView Partners
Minnesota
$3.5M -$67.3K -651 -2%
LOIP
903
Live Oak Investment Partners
Texas
$3.49M -$13.7K -133 -0.4%
FFL
904
Future Fund LLC
Illinois
$3.49M +$3.3M +31,894 New
AWC
905
Abundance Wealth Counselors
Pennsylvania
$3.47M -$225K -2,174 -6%
NS
906
NBC Securities
Alabama
$3.47M +$477K +4,612 +17%
SAS
907
Sage Advisory Services
Texas
$3.46M +$211K +2,042 +7%
BFA
908
Beaumont Financial Advisors
Massachusetts
$3.45M -$33.7K -326 -1%
BFO
909
Biltmore Family Office
North Carolina
$3.42M -$22.1K -214 -0.7%
CBT
910
CoreFirst Bank & Trust
Kansas
$3.4M +$139K +1,349 +5%
HSWM
911
Hubbell Strickland Wealth Management
Louisiana
$3.4M -$318K -3,079 -9%
SCM
912
Sebold Capital Management
Illinois
$3.38M -$31.4K -304 -1%
DWA
913
Delta Wealth Advisors
Indiana
$3.34M +$23.6K +228 +0.8%
PIAS
914
PCA Investment Advisory Services
Ohio
$3.33M +$181K +1,752 +6%
CFB
915
Cullen/Frost Bankers
Texas
$3.33M +$711K +6,876 +29%
VWM
916
Verus Wealth Management
Wisconsin
$3.32M -$311K -3,010 -9%
Jane Street
917
Jane Street
New York
$3.31M -$16.7M -161,443 -84%
BRWA
918
B. Riley Wealth Advisors
Florida
$3.31M +$3.13M +30,246 New
CP
919
Capital Planning
Washington
$3.3M +$151K +1,464 +5%
WIP
920
WealthCare Investment Partners
Rhode Island
$3.3M +$212K +2,049 +8%
QT
921
Quantbot Technologies
New York
$3.3M +$3.12M +30,159 New
MAS
922
Madden Advisory Services
Florida
$3.29M +$37.1K +359 +1%
ASW
923
Astoria Strategic Wealth
Texas
$3.28M -$1.12M -10,819 -27%
BPWM
924
Badgley Phelps Wealth Managers
Washington
$3.28M -$6.1K -59 -0.2%
First Manhattan
925
First Manhattan
New York
$3.27M +$28.2K +273 +0.9%

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.