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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
ONST
1301
Old North State Trust
North Carolina
$1.36M +$134K +1,296 +12%
TIAAOA
1302
Teachers Insurance & Annuity Association of America
New York
$1.36M -$32.8K -317 -2%
LWA
1303
Lineweaver Wealth Advisors
Ohio
$1.36M -$670K -6,483 -34%
FPGK
1304
Financial Partners Group (Kansas)
Kansas
$1.35M -$439K -4,251 -26%
MIC
1305
Meridian Investment Counsel
California
$1.34M
AWM
1306
Accredited Wealth Management
Kentucky
$1.34M -$13.4K -130 -1%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$1.34M +$130K +1,262 +11%
LC
1308
LCNB Corp
Ohio
$1.34M -$7.75K -75 -0.6%
PGAM
1309
Princeton Global Asset Management
New Jersey
$1.33M +$289K +2,800 +30%
SFGP
1310
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.33M +$44.4K +430 +4%
PWP
1311
PrairieView Wealth Partners
Illinois
$1.33M +$1.25M +12,136 New
NDBT
1312
North Dallas Bank & Trust
Texas
$1.32M +$1.25M +12,115 New
WMN
1313
Wealth Management Nebraska
Nebraska
$1.32M +$90.3K +874 +8%
BI
1314
Beckerman Institutional
New Jersey
$1.31M -$120K -1,164 -9%
EB
1315
Eastern Bank
Massachusetts
$1.31M -$68.5K -663 -5%
PPA
1316
Pacific Point Advisors
California
$1.31M -$20.7K -200 -2%
LIA
1317
LS Investment Advisors
Michigan
$1.31M -$446K -4,312 -26%
MA
1318
Maxele Advisors
Missouri
$1.31M +$20.1K +194 +2%
WC
1319
Woodstock Corp
Massachusetts
$1.3M -$634K -6,137 -34%
EW
1320
Evoke Wealth
California
$1.3M +$320K +3,097 +35%
O3W
1321
Omni 360 Wealth
New Jersey
$1.29M -$14.1K -136 -1%
LWM
1322
Lyell Wealth Management
California
$1.29M -$1.22M -11,830 -50%
PT
1323
Plimoth Trust
Massachusetts
$1.29M +$22.9K +222 +2%
CFG
1324
Compton Financial Group
Maryland
$1.29M -$705K -6,820 -37%
RMP
1325
Richards, Merrill & Peterson
Washington
$1.28M +$134K +1,301 +12%

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.