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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
USCWA
1251
U.S. Capital Wealth Advisors
Texas
$1.53M -$2.13M -20,629 -60%
MWC
1252
MKD Wealth Coaches
Michigan
$1.53M -$1.43M -13,874 -50%
ATWA
1253
Arbor Trust Wealth Advisors
Michigan
$1.53M +$207 +2 +0%
FFP
1254
FourThought Financial Partners
Florida
$1.52M +$465K +4,496 +48%
PAM
1255
Peak Asset Management
Colorado
$1.52M +$20.7K +200 +1%
AW
1256
Avion Wealth
Texas
$1.52M +$397K +3,845 +38%
GKIM
1257
GW&K Investment Management
Massachusetts
$1.52M +$199K +1,924 +16%
IPW
1258
Intergy Private Wealth
Colorado
$1.52M +$137K +1,323 +11%
PGA
1259
Portland Global Advisors
Maine
$1.52M -$198K -1,917 -12%
FVWA
1260
Foster Victor Wealth Advisors
South Carolina
$1.51M -$34.8K -337 -2%
CFFP
1261
Center for Financial Planning
Michigan
$1.51M -$43.8K -424 -3%
IPWA
1262
International Private Wealth Advisors
California
$1.51M -$45.7K -442 -3%
AC
1263
AWM Capital
Arizona
$1.51M
EFH
1264
Eaton Financial Holdings
Florida
$1.51M +$1.14M +10,997 +393%
EFA
1265
Edge Financial Advisors
Illinois
$1.5M -$68.5K -663 -5%
CA
1266
Cambridge Advisors
Nebraska
$1.5M +$3.41K +33 +0.2%
RL
1267
Rogco LP
Oklahoma
$1.49M +$28.8K +279 +2%
AWM
1268
Adams Wealth Management
Utah
$1.49M +$944K +9,132 +201%
CI
1269
CacheTech Inc
Utah
$1.49M +$944K +9,132 +201%
DFA
1270
DHJJ Financial Advisors
Illinois
$1.49M +$83.8K +811 +6%
AWA
1271
Aaron Wealth Advisors
Illinois
$1.49M -$92.4K -894 -6%
JWCA
1272
J.W. Coons Advisors
Ohio
$1.49M -$198K -1,917 -12%
WA
1273
WP Advisors
California
$1.49M +$5.17K +50 +0.4%
IAS
1274
Investment Advisory Services
Texas
$1.49M -$964K -9,323 -41%
RG
1275
Rathbones Group
United Kingdom
$1.48M -$3.1K -30 -0.2%

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.