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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
CF
1026
Centaurus Financial
California
$2.56M +$3.52K +34 +0.1%
KFGK
1027
Keystone Financial Group (Kentucky)
Kentucky
$2.56M -$296K -2,859 -11%
GWM
1028
Greenwich Wealth Management
Connecticut
$2.54M -$184K -1,783 -7%
ACP
1029
Argyle Capital Partners
California
$2.54M -$697K -6,747 -22%
DWM
1030
DecisionMap Wealth Management
Virginia
$2.54M +$145K +1,405 +6%
SPI
1031
Santori & Peters Inc
Pennsylvania
$2.54M +$47K +455 +2%
FWMP
1032
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.54M -$181K -1,750 -7%
CBT
1033
Central Bank & Trust
Kentucky
$2.54M -$763K -7,379 -24%
AF
1034
Amara Financial
California
$2.53M -$2.3M -22,245 -49%
TWM
1035
Tradition Wealth Management
Minnesota
$2.53M -$6K -58 -0.2%
WWM
1036
Woodside Wealth Management
Massachusetts
$2.53M -$4.75K -46 -0.2%
AWM
1037
AE Wealth Management
Kansas
$2.53M -$3.03M -29,356 -56%
SC
1038
Soundwatch Capital
Connecticut
$2.53M +$784K +7,586 +265%
1M
1039
1248 Management
Missouri
$2.53M -$27.4K -265 -1%
SC
1040
Syon Capital
California
$2.53M -$5.84M -56,500 -71%
ACM
1041
Armbruster Capital Management
New York
$2.52M
SSW
1042
Smith Shellnut Wilson
Mississippi
$2.52M +$128K +1,237 +6%
TIA
1043
Tiemann Investment Advisors
California
$2.52M -$70.2K -679 -3%
CFS
1044
CRA Financial Services
New Jersey
$2.51M -$30.8K -298 -1%
GEA
1045
Glen Eagle Advisors
New Jersey
$2.49M -$40.7K -394 -2%
BDF
1046
Black Diamond Financial
Maryland
$2.49M -$241K -2,331 -9%
Allspring Global Investments
1047
Allspring Global Investments
North Carolina
$2.46M -$12.5M -120,973 -84%
SL
1048
Sentinus LLC
Illinois
$2.46M +$719K +6,955 +45%
HIP
1049
HUB Investment Partners
Texas
$2.46M +$4.96K +48 +0.2%
CANC
1050
Culbertson A N & Co
Virginia
$2.45M +$81.6K +789 +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.