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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
NFP
1126
Narus Financial Partners
Utah
$2.09M -$456K -4,407 -19%
DJYG
1127
David J. Yvars Group
Florida
$2.08M +$1.16M +11,264 +144%
SIG
1128
Stonegate Investment Group
Alabama
$2.08M -$199K -1,921 -9%
AGP
1129
Autumn Glory Partners
Texas
$2.08M -$29.6K -286 -1%
SCM
1130
SOL Capital Management
Maryland
$2.08M -$24.3K -235 -1%
SCA
1131
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M +$10.6K +103 +0.5%
WEG
1132
World Equity Group
Illinois
$2.07M +$3.93K +38 +0.2%
UCB
1133
United Community Bank
South Carolina
$2.06M -$469K -4,541 -19%
SWM
1134
Shelton Wealth Management
Texas
$2.06M +$31K +300 +2%
CF
1135
Convergence Financial
Missouri
$2.06M +$124K +1,204 +7%
RWA
1136
Roberts Wealth Advisors
California
$2.05M
JF
1137
JSF Financial
California
$2.05M +$42.3K +409 +2%
LWM
1138
Lionsbridge Wealth Management
Florida
$2.05M +$259K +2,509 +15%
CAS
1139
Coppell Advisory Solutions
Texas
$2.05M +$1.93M +18,685 New
WWA
1140
WCG Wealth Advisors
Nevada
$2.03M -$81.5K -788 -4%
BB
1141
Busey Bank
Illinois
$2.03M +$47.4K +459 +3%
MIM
1142
Macroview Investment Management
Maryland
$2.03M +$63.8K +617 +3%
HNB
1143
Hilltop National Bank
Wyoming
$2.02M +$1.91M +18,450 New
SIM
1144
Stratos Investment Management
Ohio
$2M -$1.75M -16,895 -48%
IFO
1145
Independent Family Office
New York
$2M +$358K +3,463 +24%
SC
1146
Steph & Co
Wisconsin
$2M +$124K +1,200 +7%
FPTW
1147
Franklin, Parlapiano, Turner & Welch
Texas
$1.99M
MTIC
1148
Missouri Trust & Investment Company
Missouri
$1.99M -$103K -1,000 -5%
AG
1149
Ascent Group
Virginia
$1.99M -$398K -3,846 -17%
SWM
1150
Sentinel Wealth Management
Virginia
$1.97M +$1.86M +18,039 New

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.