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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
RWM
1401
Riverchase Wealth Management
Texas
$1.09M
GSEP
1402
Golden State Equity Partners
California
$1.09M -$66.9K -647 -6%
EF
1403
Empowered Funds
Pennsylvania
$1.09M +$1.03M +9,960 New
SYBT
1404
Stock Yards Bank & Trust
Kentucky
$1.09M -$121K -1,174 -11%
ZIC
1405
ZWJ Investment Counsel
Georgia
$1.09M -$108K -1,045 -10%
PC
1406
Port Capital
Illinois
$1.08M +$413 +4 +0%
SI
1407
Severin Investments
Missouri
$1.08M +$64.3K +622 +7%
TRCT
1408
Tower Research Capital (TRC)
New York
$1.08M -$5.87M -56,821 -85%
WDG
1409
Wealth Dimensions Group
Ohio
$1.08M +$30.3K +293 +3%
OC
1410
Opinicus Capital
Florida
$1.07M -$1.34K -13 -0.1%
AOWM
1411
Alpha Omega Wealth Management
Virginia
$1.07M +$2.69K +26 +0.3%
NCM
1412
Nelson Capital Management
California
$1.07M -$225K -2,175 -18%
IA
1413
Integrity Alliance
Iowa
$1.07M -$234K -2,265 -19%
IAS
1414
Insigneo Advisory Services
Florida
$1.07M -$104K -1,009 -9%
FF
1415
Farnam Financial
Arizona
$1.07M -$4.65K -45 -0.5%
PWMG
1416
Pinnacle Wealth Management Group
Michigan
$1.07M -$17.4K -168 -2%
LPFG
1417
Landing Point Financial Group
Ohio
$1.06M +$23.9K +231 +2%
WKSWA
1418
White Knight Strategic Wealth Advisors
New Jersey
$1.06M -$87.2K -844 -8%
SHJ
1419
Sharkey, Howes & Javer
Colorado
$1.06M -$487K -4,708 -33%
TWP
1420
Tyche Wealth Partners
Texas
$1.05M -$138K -1,333 -12%
CFS
1421
Coordinated Financial Services
Colorado
$1.05M +$13.2K +128 +1%
CKAIS
1422
Christensen King & Associates Investment Services
Washington
$1.05M +$6.72K +65 +0.7%
BEAM
1423
Baker Ellis Asset Management
Washington
$1.04M
FFA
1424
First Foundation Advisors
California
$1.04M -$10.1K -98 -1%
CGH
1425
Crossmark Global Holdings
Texas
$1.04M -$351K -3,400 -26%

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.