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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
SRC
1101
Shufro Rose & Co
New York
$2.18M -$1.65K -16 -0.1%
LFG
1102
Lockerman Financial Group
California
$2.18M -$16K -155 -0.8%
P
1103
Pitcairn
Pennsylvania
$2.18M
RWP
1104
Revolve Wealth Partners
New Jersey
$2.18M -$6.41K -62 -0.3%
MAWCM
1105
Mine & Arao Wealth Creation & Management
California
$2.16M -$9.51K -92 -0.5%
FCI
1106
Financial Counselors Inc
Kansas
$2.15M -$25.9M -250,588 -93%
DIA
1107
Dana Investment Advisors
Wisconsin
$2.15M -$175K -1,695 -8%
KCM
1108
Kathmere Capital Management
Pennsylvania
$2.14M -$86.6K -838 -4%
HF
1109
HRT Financial
New York
$2.14M +$1.56M +15,082 +337%
SLC
1110
Second Line Capital
Louisiana
$2.12M -$360K -3,485 -15%
RFO
1111
RiverGlades Family Offices
Florida
$2.12M +$33.1K +320 +2%
MBTD
1112
Mechanics Bank - Trust Department
California
$2.12M -$467K -4,519 -19%
TFCP
1113
Twin Focus Capital Partners
Massachusetts
$2.11M -$87K -842 -4%
TPWA
1114
TRUE Private Wealth Advisors
Oregon
$2.11M -$305K -2,955 -13%
SFMG
1115
Sage Financial Management Group
Virginia
$2.11M -$522K -5,051 -21%
ACM
1116
Absolute Capital Management
Pennsylvania
$2.1M -$827 -8 -0%
SLFPAM
1117
St. Louis Financial Planners Asset Management
Missouri
$2.1M +$1.99M +19,239 New
MIC
1118
Means Investment Company
Maine
$2.1M -$116K -1,118 -5%
LFG
1119
Leverty Financial Group
Wisconsin
$2.1M +$688K +6,660 +53%
AWP
1120
Astra Wealth Partners
New Jersey
$2.09M +$161K +1,557 +9%
PWA
1121
Peterson Wealth Advisors
Utah
$2.09M -$482K -4,663 -20%
Chevy Chase Trust
1122
Chevy Chase Trust
Maryland
$2.09M +$32.8K +317 +2%
OBGC
1123
O'Brien Greene & Co
Pennsylvania
$2.09M -$28.2K -273 -1%
IA
1124
Inspire Advisors
Idaho
$2.09M +$285K +2,760 +17%
AWA
1125
Arete Wealth Advisors
Illinois
$2.09M -$406K -3,928 -17%

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.