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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
CWM
976
Cornerstone Wealth Management
Missouri
$2.91M +$7.34K +71 +0.3%
HCM
977
Hicks Capital Management
Ohio
$2.9M -$27.7K -268 -1%
GCA
978
Greenwood Capital Associates
South Carolina
$2.88M -$42.5K -411 -2%
TA
979
TPG Advisors
Illinois
$2.85M +$724 +7 +0%
MKW
980
Mullaney, Keating & Wright
Connecticut
$2.84M -$16.4K -159 -0.6%
AWM
981
Atticus Wealth Management
Florida
$2.84M +$303K +2,936 +13%
WP
982
Westmount Partners
California
$2.84M +$1.75M +16,950 +188%
PWA
983
Provenance Wealth Advisors
Florida
$2.84M -$223K -2,154 -8%
CPIA
984
Cornell Pochily Investment Advisors
New York
$2.84M -$60.4K -584 -2%
BWG
985
Balanced Wealth Group
Ohio
$2.82M -$260K -2,517 -9%
CA
986
Continuum Advisory
Idaho
$2.81M -$544K -5,263 -17%
GSWM
987
Golden State Wealth Management
California
$2.81M -$241K -2,328 -8%
DPI
988
Diversified Portfolios Inc
Michigan
$2.81M +$270K +2,612 +11%
RWM
989
Rialto Wealth Management
New York
$2.8M +$2.89K +28 +0.1%
KFAA
990
Klaas Financial Asset Advisors
Illinois
$2.8M +$97.7K +945 +4%
BFS
991
Bradley Foster & Sargent
Connecticut
$2.79M +$1.87M +18,072 +241%
TF
992
Trek Financial
Arizona
$2.79M +$1.16M +11,213 +78%
IWB
993
Innovative Wealth Building
Maryland
$2.79M -$135K -1,304 -5%
FFS
994
Fortress Financial Solutions
Arizona
$2.79M +$78.7K +761 +3%
MOACM
995
Mutual of America Capital Management
New York
$2.76M -$1.22M -11,773 -32%
WA
996
Wealth Alliance
New York
$2.76M +$33.5K +324 +1%
VC
997
Veracity Capital
Georgia
$2.75M +$225K +2,174 +9%
SEIA
998
Signature Estate & Investment Advisors
California
$2.75M -$404K -3,907 -13%
WMP
999
Wealth Management Partners
Arizona
$2.74M -$228K -2,203 -8%
BFA
1000
Bluestem Financial Advisors
Illinois
$2.74M -$46.2K -447 -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.