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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
PWA
926
Physician Wealth Advisors
Utah
$3.27M -$44.4K -430 -1%
FIM
927
Freedom Investment Management
Connecticut
$3.26M -$963K -9,313 -24%
EFM
928
Eley Financial Management
Vermont
$3.25M +$71.3K +690 +2%
NHT
929
New Hampshire Trust
New Hampshire
$3.24M -$37.3K -361 -1%
SWP
930
Summit Wealth Partners
Florida
$3.23M -$208K -2,017 -6%
Barclays
931
Barclays
United Kingdom
$3.21M -$4.6M -44,497 -60%
GWMR
932
GC Wealth Management RIA
Massachusetts
$3.21M -$2.12M -20,483 -41%
FWP
933
FAS Wealth Partners
Kansas
$3.2M -$103K -995 -3%
JWBC
934
John W. Brooker & Co
California
$3.18M -$8.85M -85,654 -75%
SWA
935
Stratos Wealth Advisors
Ohio
$3.18M +$35K +339 +1%
Koshinski Asset Management
936
Koshinski Asset Management
Illinois
$3.17M -$145K -1,400 -5%
SWA
937
SOA Wealth Advisors
New York
$3.16M -$156K -1,511 -5%
AMG
938
Asset Management Group
Connecticut
$3.16M -$73.5K -711 -2%
KCAM
939
Kagan Cocozza Asset Management
New Jersey
$3.15M +$350K +3,384 +13%
JIP
940
Jaffetilchin Investment Partners
Florida
$3.14M +$87.3K +845 +3%
KWM
941
Keebeck Wealth Management
Illinois
$3.14M -$30.8K -298 -1%
PPC
942
Park Place Capital
Alabama
$3.11M +$832K +8,044 +40%
AFC
943
AFT Forsyth & Company
Florida
$3.11M -$51.2K -495 -2%
OC
944
Optima Capital
Oregon
$3.1M +$201K +1,944 +7%
Vanguard Group
945
Vanguard Group
Pennsylvania
$3.1M -$45.8K -443 -2%
DFC
946
DBK Financial Counsel
Ohio
$3.09M -$55.4K -536 -2%
VCM
947
Viewpoint Capital Management
Washington
$3.09M
WA
948
Wilshire Advisors
California
$3.07M +$20.7K +200 +0.7%
GFL
949
Granite FO LLC
New Hampshire
$3.06M +$342K +3,305 +13%
SGK
950
Steigerwald Gordon & Koch
Virginia
$3.05M +$67K +648 +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.