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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
OWP
1376
ORG Wealth Partners
Texas
$1.14M +$12.8K +124 +1%
AT
1377
Arlington Trust
Alabama
$1.14M +$506K +4,893 +88%
SIAS
1378
Summit Investment Advisory Services
Minnesota
$1.13M -$7.34K -71 -0.7%
LWP
1379
Laurel Wealth Planning
Minnesota
$1.13M -$140K -1,351 -12%
IFA
1380
Index Fund Advisors
California
$1.13M +$5.58K +54 +0.5%
WMWM
1381
Wilkins Miller Wealth Management
Alabama
$1.13M +$426K +4,124 +67%
IA
1382
IFC Advisors
California
$1.13M +$83.7K +810 +9%
PWP
1383
Principle Wealth Partners
Connecticut
$1.12M -$28.4M -274,898 -96%
PWM
1384
PBMares Wealth Management
Virginia
$1.12M +$39.3K +380 +4%
LSA
1385
Lansing Street Advisors
Pennsylvania
$1.12M +$17.7K +171 +2%
RW
1386
Rockport Wealth
Ohio
$1.12M +$1.06M +10,219 New
CCA
1387
Clearwater Capital Advisors
Illinois
$1.11M -$77.4K -749 -7%
FCMC
1388
Founders Capital Management (Connecticut)
Connecticut
$1.11M -$1.41M -13,670 -57%
BWA
1389
BlueChip Wealth Advisors
Georgia
$1.11M -$6.93K -67 -0.7%
FDW
1390
Fourth Dimension Wealth
Ohio
$1.1M -$150K -1,453 -13%
SC
1391
Solstein Capital
California
$1.1M -$385K -3,724 -27%
LC
1392
Lincoln Capital
Nebraska
$1.1M -$3.83K -37 -0.4%
TF
1393
Tudor Financial
Ohio
$1.1M -$207K -2,002 -17%
VT
1394
Vise Technologies
New York
$1.1M +$1.04M +10,050 New
MWM
1395
Maltin Wealth Management
New Jersey
$1.1M -$13.3K -129 -1%
BFM
1396
Broadview Financial Management
Wisconsin
$1.1M +$10.5K +102 +1%
OLA
1397
Oliver Luxxe Assets
New Jersey
$1.1M +$35.1K +340 +4%
DC
1398
Destiny Capital
Colorado
$1.09M +$163K +1,574 +19%
PPW
1399
Pasadena Private Wealth
California
$1.09M
MA
1400
MONECO Advisors
Connecticut
$1.09M -$103 -1 -0%

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.