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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
WP
1201
WealthShield Partners
North Carolina
$1.72M -$832K -8,052 -34%
EFG
1202
Ethos Financial Group
Pennsylvania
$1.72M -$68.1K -659 -4%
AFG
1203
ABLE Financial Group
Arizona
$1.72M -$664K -6,427 -29%
SC
1204
Sepio Capital
Utah
$1.72M -$825K -7,982 -34%
EGM
1205
Engineers Gate Manager
New York
$1.71M +$1.62M +15,682 New
AWF
1206
Alpha Wealth Funds
Utah
$1.7M -$29.8K -288 -2%
NB
1207
NBT Bank
New York
$1.7M +$45.7K +442 +3%
SPF
1208
South Plains Financial
Texas
$1.69M +$77K +745 +5%
PIM
1209
Penobscot Investment Management
Massachusetts
$1.69M -$18.2K -176 -1%
CSF
1210
Capital Squared Financial
Maryland
$1.68M +$1.59M +15,384 New
NRC
1211
New Republic Capital
North Carolina
$1.68M +$38.4K +371 +2%
CCA
1212
Carrera Capital Advisors
Michigan
$1.67M -$425K -4,109 -21%
RCG
1213
Regatta Capital Group
California
$1.66M +$7.24K +70 +0.5%
BWA
1214
BlueSky Wealth Advisors
North Carolina
$1.66M -$24.1K -233 -2%
RWM
1215
Rockwood Wealth Management
Pennsylvania
$1.66M -$92.6K -896 -6%
TWM
1216
Thrive Wealth Management
Pennsylvania
$1.65M +$180K +1,746 +13%
GA
1217
Goldstein Advisors
Wisconsin
$1.65M +$40.3K +390 +3%
PCM
1218
Palisade Capital Management
New Jersey
$1.64M +$73K +706 +5%
SIA
1219
SeaBridge Investment Advisors
New Jersey
$1.63M -$70.2K -679 -4%
NRW
1220
Nova R Wealth
Kansas
$1.63M +$168K +1,621 +12%
BIM
1221
Baldwin Investment Management
Pennsylvania
$1.63M -$10.3K -100 -0.7%
RIA
1222
Retirement Investment Advisors
Oklahoma
$1.63M -$724 -7 -0%
SCA
1223
St. Clair Advisors
Ohio
$1.63M +$71.2K +689 +5%
SFC
1224
Strategic Financial Concepts
Texas
$1.62M +$849K +8,218 +125%
HAM
1225
Harmony Asset Management
Arizona
$1.62M -$554K -5,363 -27%

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.