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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
TSWM
1351
Tyler-Stone Wealth Management
Ohio
$1.23M -$21.9K -212 -2%
1IA
1352
1834 Investment Advisors
Wisconsin
$1.23M +$3K +29 +0.3%
SXL
1353
Summit X LLC
Missouri
$1.22M -$75.8K -733 -6%
KV
1354
Kickstand Ventures
New York
$1.22M +$615K +5,946 +113%
SCA
1355
Sandy Cove Advisors
Massachusetts
$1.22M -$29.8K -288 -3%
FPCG
1356
Forum Private Client Group
Indiana
$1.22M -$5.58K -54 -0.5%
AIM
1357
Anchor Investment Management
South Carolina
$1.22M
BTI
1358
Blue Trust Inc
Georgia
$1.22M +$75.5K +730 +7%
KLCM
1359
KG&L Capital Management
Louisiana
$1.21M -$103K -996 -8%
SFG
1360
Sovereign Financial Group
Connecticut
$1.21M +$95.5K +924 +9%
FCA
1361
FLC Capital Advisors
California
$1.21M -$2.48K -24 -0.2%
PAG
1362
Paladin Advisory Group
Iowa
$1.21M -$117K -1,133 -9%
CWM
1363
Chemistry Wealth Management
New York
$1.2M
CFG
1364
Carr Financial Group
Massachusetts
$1.19M -$647K -6,258 -36%
HSWS
1365
Higgins & Schmidt Wealth Strategies
Colorado
$1.19M -$724 -7 -0.1%
DFA
1366
Davies Financial Advisors
California
$1.19M -$176K -1,699 -14%
IIC
1367
Integrated Investment Consultants
Michigan
$1.18M -$6.93K -67 -0.6%
PFBT
1368
Parkside Financial Bank & Trust
Missouri
$1.17M -$66.2K -640 -6%
KFC
1369
Klingenstein Fields & Co
New York
$1.16M +$69.1K +668 +7%
AFG
1370
Allegheny Financial Group
Pennsylvania
$1.16M +$182K +1,757 +20%
TT
1371
TI-Trust
Illinois
$1.15M +$8.27K +80 +0.8%
TTWM
1372
TCV Trust & Wealth Management
Virginia
$1.15M +$5.79K +56 +0.5%
RWMH
1373
Riverpoint Wealth Management Holdings
Illinois
$1.15M +$101K +980 +10%
AWP
1374
Axis Wealth Partners
Rhode Island
$1.15M +$92.7K +897 +9%
GI
1375
GS Investments
Minnesota
$1.14M -$38.8K -375 -3%

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.