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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
RPGK
951
Retirement Planning Group (Kansas)
Kansas
$3.05M -$214K -2,069 -7%
EFS
952
Essex Financial Services
Connecticut
$3.04M -$285K -2,760 -9%
WWM
953
Wiser Wealth Management
Georgia
$3.04M +$348K +3,366 +14%
PCM
954
Pennsylvania Capital Management
Pennsylvania
$3.01M -$150K -1,447 -5%
PRTG
955
Post Resch Tallon Group
New York
$3.01M -$7.65K -74 -0.3%
JCM
956
Jacobi Capital Management
Pennsylvania
$3M +$172K +1,661 +6%
TFG
957
Tilson Financial Group
New Jersey
$3M +$911K +8,814 +47%
OW
958
Olistico Wealth
Oklahoma
$3M +$339K +3,278 +14%
HWMT
959
Heritage Wealth Management (Texas)
Texas
$3M -$176K -1,700 -6%
LI
960
LVZ Inc
Michigan
$2.99M +$1.68M +16,300 +147%
GFP
961
Gryphon Financial Partners
Ohio
$2.99M +$181K +1,752 +7%
DF
962
Dunhill Financial
United Kingdom
$2.98M +$2.48M +23,985 +725%
CST
963
Charles Schwab Trust
Nevada
$2.97M +$724 +7 +0%
3F
964
360 Financial
Minnesota
$2.97M +$210K +2,035 +8%
USB
965
Union Savings Bank
Connecticut
$2.97M +$71.2K +689 +3%
W
966
Wealthquest
Ohio
$2.96M -$140K -1,355 -5%
YP
967
YANKCOM Partnership
South Dakota
$2.96M +$58K +561 +2%
WDL
968
Well Done LLC
Michigan
$2.95M -$394K -3,809 -12%
GFG
969
Goldstone Financial Group
Illinois
$2.95M +$246K +2,376 +10%
FTC
970
Farmers Trust Company
Ohio
$2.94M -$456K -4,415 -14%
BCG
971
Breakwater Capital Group
New Jersey
$2.94M -$6.93K -67 -0.2%
ZIM
972
Zacks Investment Management
Illinois
$2.93M -$456K -4,412 -14%
JFG
973
JMG Financial Group
Illinois
$2.93M +$7.96K +77 +0.3%
EPP
974
ETF Portfolio Partners
Kansas
$2.93M -$347K -3,358 -11%
TCOT
975
Trust Company of Toledo
Ohio
$2.91M -$67.2K -650 -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.