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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
CWAF
1151
Core Wealth Advisors (Florida)
Florida
$1.97M -$23.9K -231 -1%
DAS
1152
Diversify Advisory Services
Utah
$1.96M +$443K +4,281 +33%
OWP
1153
Obermeyer Wealth Partners
Colorado
$1.96M -$61.4K -594 -3%
SS
1154
SBI Securities
Japan
$1.96M -$11.8K -114 -0.6%
DFA
1155
Delta Financial Advisors
Louisiana
$1.95M -$52K -503 -3%
KWA
1156
Kingswood Wealth Advisors
California
$1.95M -$231K -2,235 -11%
ACM
1157
Ascent Capital Management
Oregon
$1.95M -$108K -1,049 -6%
LAM
1158
LOM Asset Management
$1.94M +$1.84M +17,778 New
AA
1159
Armis Advisers
Georgia
$1.94M +$509K +4,920 +40%
ACA
1160
Affinity Capital Advisors
California
$1.94M -$72.8K -704 -4%
DWA
1161
Dougherty Wealth Advisers
Minnesota
$1.94M -$281K -2,715 -13%
BFW
1162
Brady Family Wealth
Missouri
$1.94M -$60K -580 -3%
SF
1163
SWP Financial
California
$1.93M +$310 +3 +0%
KBFS
1164
Kohmann Bosshard Financial Services
Ohio
$1.93M -$77.5K -750 -4%
CCA
1165
Cora Capital Advisors
New Jersey
$1.91M -$244K -2,361 -12%
RFN
1166
RDA Financial Network
Iowa
$1.91M -$28.6K -277 -2%
FNC
1167
First National Corp
Massachusetts
$1.9M +$147K +1,423 +9%
SIC
1168
Samalin Investment Counsel
New York
$1.9M +$280K +2,711 +19%
CPBTD
1169
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$380K -3,672 -18%
CAL
1170
Capital Advisors Ltd
Ohio
$1.88M -$45.2K -437 -2%
CTA
1171
Camelot Technology Advisors
California
$1.87M +$4.13K +40 +0.2%
GDP
1172
Great Diamond Partners
Maine
$1.87M +$1.2M +11,612 +212%
MPM
1173
Meritage Portfolio Management
Kansas
$1.86M -$50.3K -487 -3%
ANC
1174
Ames National Corp
Iowa
$1.84M +$125K +1,211 +8%
PIMG
1175
Patriot Investment Management Group
Tennessee
$1.84M +$8.17K +79 +0.5%

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.