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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
MCCA
1001
Mill Creek Capital Advisors
Pennsylvania
$2.73M -$707K -6,837 -21%
GCA
1002
Gallagher Capital Advisors
Texas
$2.72M -$981K -9,486 -28%
CFO
1003
CVA Family Office
Colorado
$2.72M -$2.48K -24 -0.1%
UAG
1004
United Advisor Group
Ohio
$2.71M +$268K +2,593 +12%
SFG
1005
SevenBridge Financial Group
Pennsylvania
$2.71M -$388K -3,758 -14%
AG
1006
AlTi Global
New York
$2.69M -$206K -1,990 -7%
MF
1007
Montis Financial
Massachusetts
$2.69M +$23.6K +228 +0.9%
HWA
1008
Heartwood Wealth Advisors
Virginia
$2.68M +$310K +2,996 +14%
CT
1009
Coastline Trust
Rhode Island
$2.68M -$1.22M -11,791 -32%
PCA
1010
Providence Capital Advisors
North Carolina
$2.67M +$142K +1,378 +6%
SAA
1011
Southeast Asset Advisors
Georgia
$2.67M +$1.55K +15 +0.1%
NPT
1012
Nixon Peabody Trust
Massachusetts
$2.66M +$13.6K +132 +0.5%
FWP
1013
Forefront Wealth Partners
Texas
$2.66M +$82K +793 +4%
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$2.65M +$4.03K +39 +0.2%
Calamos Advisors
1015
Calamos Advisors
Illinois
$2.64M +$167K +1,620 +7%
FPAS
1016
Focus Partners Advisor Solutions
Missouri
$2.64M -$599K -5,792 -19%
MERSOM
1017
Municipal Employees' Retirement System of Michigan
Michigan
$2.64M +$351K +3,393 +16%
NP
1018
NorthRock Partners
Minnesota
$2.63M -$188K -1,821 -7%
WIM
1019
Westside Investment Management
California
$2.62M +$68.7K +665 +3%
SG
1020
StoneX Group
New York
$2.62M -$732K -7,083 -23%
BWAM
1021
Boyd Watterson Asset Management
Ohio
$2.61M
CFA
1022
Cahill Financial Advisors
Minnesota
$2.6M -$360K -3,480 -13%
ANBT
1023
American National Bank & Trust
Texas
$2.6M -$7.34K -71 -0.3%
NDSI
1024
Newman Dignan & Sheerar Inc
Rhode Island
$2.59M -$229K -2,217 -9%
CAAM
1025
Cornerstone Advisors Asset Management
Pennsylvania
$2.58M +$248K +2,400 +11%

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.