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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
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$92.6M +$63.6M +614,785 +264%
Members Trust
77
Members Trust
Florida
$92.5M -$3.3M -31,967 -4%
BIAS
78
Beacon Investment Advisory Services
New Jersey
$92M +$1.36M +13,201 +2%
Bessemer Group
79
Bessemer Group
New Jersey
$91.9M -$6.02M -58,229 -6%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$91.7M -$2.31M -22,386 -3%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$91.5M -$684K -6,621 -0.8%
DWM
82
Destination Wealth Management
California
$90.7M +$3.45M +33,368 +4%
CWM
83
Connecticut Wealth Management
Connecticut
$89.1M -$18.3M -177,010 -18%
SGDR
84
SPX Gestao de Recursos
Brazil
$86.1M +$34.4M +332,699 +73%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$85.2M +$2.05M +19,829 +3%
MAWA
86
Moss Adams Wealth Advisors
Washington
$83.1M -$7.57M -73,248 -9%
GT
87
Greenleaf Trust
Michigan
$82M -$1.84M -17,825 -2%
SWM
88
SigFig Wealth Management
California
$81.2M +$2.11M +20,448 +3%
SPIA
89
Steward Partners Investment Advisory
New York
$77M +$6M +58,040 +9%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$74.8M -$11M -105,948 -13%
AI
91
Accredited Investors
Minnesota
$73.9M -$10.4M -100,924 -13%
GT
92
Glenview Trust
Kentucky
$73.6M -$1.05M -10,170 -1%
FIB
93
First Interstate Bank
Montana
$72.6M -$188K -1,818 -0.3%
Citigroup
94
Citigroup
New York
$72.6M -$114M -1,105,298 -62%
BBA
95
BLB&B Advisors
Pennsylvania
$71.8M -$1.53M -14,837 -2%
WT
96
Whittier Trust
California
$71.2M +$1.55M +14,966 +2%
KAS
97
Kestra Advisory Services
Texas
$70.1M -$13.6M -131,512 -17%
UB
98
UMB Bank
Missouri
$69.1M -$10.2M -98,794 -14%
P
99
&Partners
Tennessee
$68.6M +$14M +135,027 +27%
DWM
100
Dynasty Wealth Management
Florida
$68.3M -$2.58M -25,001 -4%

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.