We are live on ! Find out more
IJR icon

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
BF
101
BOK Financial
Oklahoma
$68M -$15.8M -152,931 -20%
SCM
102
Steele Capital Management
Iowa
$67.8M -$15.4M -148,703 -19%
AF
103
Ally Financial
Michigan
$67.5M
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$67.5M
MWM
105
Mission Wealth Management
California
$66.1M +$7.38M +71,389 +13%
SL
106
SWF LLC
Nebraska
$65.5M +$61M +590,000 +6,383%
BCM
107
Bronte Capital Management
Australia
$65M -$76.7M -742,433 -57%
SIC
108
Sigma Investment Counselors
Michigan
$64.6M +$1.84M +17,823 +3%
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$63.3M +$1.79M +17,313 +3%
SF
110
Synovus Financial
Georgia
$63.2M +$2.28M +22,080 +4%
PAG
111
Private Advisor Group
New Jersey
$62.4M -$167K -1,613 -0.3%
FBFS
112
First Business Financial Services
Wisconsin
$61.5M -$700K -6,768 -1%
SLT
113
St Louis Trust
Missouri
$61.3M +$174K +1,687 +0.3%
NA
114
NewEdge Advisors
Louisiana
$60.5M -$1.75M -16,933 -3%
SFG
115
Sage Financial Group
Pennsylvania
$60.2M -$2.05M -19,839 -3%
QWP
116
Quotient Wealth Partners
Texas
$59.9M +$1.71M +16,512 +3%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$59.9M -$729K -7,053 -1%
FSC
118
Full Sail Capital
Oklahoma
$59.3M -$1.35M -13,096 -2%
VC
119
Vicus Capital
Pennsylvania
$58.8M +$2.86M +27,712 +5%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$58.5M -$3.49M -33,734 -6%
KA
121
Klingman & Associates
New York
$58.4M -$1.59M -15,364 -3%
CWM
122
Calamos Wealth Management
Illinois
$58M +$1.29M +12,435 +2%
IC
123
IEQ Capital
California
$57.3M -$29.5M -285,849 -35%
FA
124
Financial Advisors
Massachusetts
$57.3M +$1.58M +15,263 +3%
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$56.4M -$822K -7,952 -2%

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.