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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
FAI
1276
Fiduciary Advisors Inc
Missouri
$1.48M +$465K +4,496 +50%
ADL
1277
Asset Dedication LLC
California
$1.47M +$115K +1,115 +9%
NEAM
1278
New England Asset Management
Connecticut
$1.47M
RhumbLine Advisers
1279
RhumbLine Advisers
Massachusetts
$1.46M -$1.81M -17,557 -57%
RSF
1280
Rik Saylor Financial
Ohio
$1.46M -$10.4K -101 -0.7%
KWA
1281
Kellett Wealth Advisors
Ohio
$1.46M +$24K +232 +2%
DWG
1282
Darden Wealth Group
Michigan
$1.46M -$124K -1,196 -8%
CC
1283
Cadinha & Co
Hawaii
$1.46M -$242K -2,341 -15%
SOADOR
1284
State of Alaska Department of Revenue
Alaska
$1.45M -$269K -2,601 -16%
EFG
1285
Ehrlich Financial Group
California
$1.45M +$98.4K +952 +8%
SL
1286
SWMG LLC
Texas
$1.45M +$621K +6,009 +88%
AIM
1287
Advyzon Investment Management
Illinois
$1.44M +$1.36M +13,167 +35,586%
MWAM
1288
Manhattan West Asset Management
California
$1.44M -$319K -3,088 -19%
TFM
1289
TFC Financial Management
Massachusetts
$1.43M -$230K -2,229 -15%
ES
1290
Eagle Strategies
New York
$1.43M +$19.8K +192 +1%
AWM
1291
AAF Wealth Management
Massachusetts
$1.42M -$877K -8,483 -39%
JPWM
1292
Jamison Private Wealth Management
Georgia
$1.42M -$7.55K -73 -0.6%
VCM
1293
Vivaldi Capital Management
Illinois
$1.42M +$852K +8,246 +174%
MSAM
1294
Moloney Securities Asset Management
Missouri
$1.4M -$584K -5,653 -31%
CIBC World Market
1295
CIBC World Market
Ontario, Canada
$1.39M -$31.9K -309 -2%
CWA
1296
Continuum Wealth Advisors
New York
$1.39M -$23.8K -230 -2%
CAM
1297
Congress Asset Management
Massachusetts
$1.38M -$89.7K -868 -6%
CCM
1298
Coldstream Capital Management
Washington
$1.38M -$327K -3,167 -20%
ACG
1299
Allen Capital Group
Nebraska
$1.37M -$211K -2,040 -14%
QCM
1300
QRG Capital Management
Illinois
$1.37M +$330K +3,194 +34%

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.