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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
JF
1226
Jump Financial
Illinois
$1.62M +$525K +5,083 +52%
ICP
1227
Interchange Capital Partners
Pennsylvania
$1.61M +$45.2K +437 +3%
FPCP
1228
Fort Point Capital Partners
California
$1.61M -$177K -1,709 -10%
RGF
1229
Retirement Guys Formula
Ohio
$1.61M +$62.3K +603 +4%
RWMG
1230
Redwood Wealth Management Group
New Jersey
$1.61M -$1.55K -15 -0.1%
SP
1231
SWS Partners
Ohio
$1.61M -$173K -1,669 -10%
NPFS
1232
Novak & Powell Financial Services
Florida
$1.61M -$530K -5,124 -26%
EI
1233
Ellevest Inc
New York
$1.6M -$491K -4,751 -24%
UF
1234
Univest Financial
Pennsylvania
$1.59M -$12.8K -124 -0.8%
WCM
1235
Winebrenner Capital Management
Kentucky
$1.59M -$26.8K -259 -2%
MC
1236
Moors & Cabot
Massachusetts
$1.58M -$154K -1,486 -9%
BOJHT
1237
Bank of Jackson Hole Trust
Wyoming
$1.58M +$120K +1,163 +9%
TA
1238
TFG Advisers
Michigan
$1.56M -$53.9K -521 -4%
SMWM
1239
Silvia McColl Wealth Management
California
$1.55M
CIR
1240
Clear Investment Research
Georgia
$1.55M +$11.3K +109 +0.8%
FB
1241
Fulton Bank
Pennsylvania
$1.55M +$156K +1,511 +12%
FFWA
1242
FRG Family Wealth Advisors
Washington
$1.55M -$255K -2,465 -15%
ACM
1243
AUA Capital Management
Pennsylvania
$1.54M
GPI
1244
General Partner Inc
Pennsylvania
$1.54M
BAAM
1245
Baker Avenue Asset Management
California
$1.54M -$44.2K -428 -3%
MWA
1246
Midland Wealth Advisors
Illinois
$1.54M -$89.4K -865 -6%
WCM
1247
Winthrop Capital Management
Indiana
$1.53M -$9.72K -94 -0.7%
SFM
1248
Signet Financial Management
New Jersey
$1.53M -$125K -1,211 -8%
KOMWMG
1249
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M -$413K -3,996 -22%
IVP
1250
Intrinsic Value Partners
Arizona
$1.53M +$349K +3,380 +32%

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.