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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
RW
1051
RVW Wealth
California
$2.44M -$45.2K -437 -2%
LAM
1052
Lewis Asset Management
California
$2.44M +$133K +1,291 +6%
CCA
1053
Cobblestone Capital Advisors
New York
$2.44M +$926K +8,961 +67%
MPPLM
1054
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.44M +$31K +300 +1%
BL
1055
Balentine LLC
Georgia
$2.43M +$529K +5,119 +30%
V
1056
VeraBank
Texas
$2.42M -$310 -3 -0%
Neuberger Berman Group
1057
Neuberger Berman Group
New York
$2.4M -$5.18M -50,086 -70%
SAM
1058
Smartleaf Asset Management
Massachusetts
$2.4M +$98.9K +957 +5%
SAM
1059
Secure Asset Management
Michigan
$2.4M +$94.9K +918 +4%
ABTD
1060
Arvest Bank Trust Division
Oklahoma
$2.39M +$165K +1,596 +8%
CCFM
1061
Clear Creek Financial Management
Washington
$2.38M +$527K +5,098 +31%
PWM
1062
Pines Wealth Management
North Carolina
$2.38M +$72.4K +700 +3%
HCA
1063
Harbour Capital Advisors
Virginia
$2.38M +$149K +1,446 +7%
MSWM
1064
McGlone Suttner Wealth Management
Wisconsin
$2.37M +$2.17K +21 +0.1%
Q1WB
1065
Quest 10 Wealth Builders
Virginia
$2.37M -$2.27K -22 -0.1%
PB
1066
Pinnacle Bancorp
Nebraska
$2.36M -$115K -1,116 -5%
BMCM
1067
Bryn Mawr Capital Management
Pennsylvania
$2.35M -$342K -3,307 -13%
EWM
1068
Endowment Wealth Management
Wisconsin
$2.34M +$383K +3,707 +21%
RMDI
1069
R.M. Davis Inc
Maine
$2.33M -$123K -1,186 -5%
BFS
1070
BridgePort Financial Solutions
Iowa
$2.33M +$126K +1,222 +6%
FGWP
1071
Founders Grove Wealth Partners
Virginia
$2.31M -$91.4K -884 -4%
UWPG
1072
Ullmann Wealth Partners Group
Florida
$2.31M -$129K -1,244 -6%
NG
1073
Novem Group
New York
$2.31M -$11.9K -115 -0.5%
GAA
1074
Guardian Asset Advisors
Pennsylvania
$2.31M +$163K +1,574 +8%
HIA
1075
Harbor Investment Advisory
Maryland
$2.3M -$578K -5,593 -21%

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.