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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
IIM
1426
Ipswich Investment Management
Massachusetts
$1.03M +$3.31K +32 +0.3%
RC
1427
Roundview Capital
New Jersey
$1.03M +$62.4K +604 +7%
AAP
1428
Arax Advisory Partners
Colorado
$1.03M +$177K +1,714 +49%
CPA
1429
Court Place Advisors
Maryland
$1.03M -$7.55K -73 -0.8%
DACG
1430
Donor Advised Charitable Giving
California
$1.02M +$98.8K +956 +11%
CIG
1431
CHB Investment Group
Pennsylvania
$1.02M -$44.9K -434 -4%
FFG
1432
Fiduciary Financial Group
California
$1.02M -$8.68K -84 -0.9%
Legacy Financial Group (Iowa)
1433
Legacy Financial Group (Iowa)
Iowa
$1.02M -$9.51K -92 -1%
ACP
1434
Aviance Capital Partners
Florida
$1.02M +$2.48K +24 +0.3%
NPA
1435
Nichols & Pratt Advisers
Massachusetts
$1.01M +$959K +9,280 New
BMD
1436
Better Money Decisions
New Mexico
$1.01M -$12.4K -120 -1%
WC
1437
Waterloo Capital
Texas
$1.01M -$160K -1,550 -14%
AIA
1438
AssuredPartners Investment Advisors
Florida
$1.01M -$114K -1,099 -11%
OP
1439
ORG Partners
Indiana
$1M +$81.6K +789 +9%
CAM
1440
Chandler Asset Management
California
$1M
KW
1441
KWB Wealth
California
$995K -$20.2K -195 -2%
CFG
1442
Cosner Financial Group
Colorado
$993K -$3.41K -33 -0.4%
TF
1443
Tompkins Financial
New York
$984K -$62K -600 -6%
PAM
1444
PCG Asset Management
New Jersey
$981K +$9.82K +95 +1%
TAM
1445
Townsend Asset Management
North Carolina
$977K -$66.5K -643 -7%
TIP
1446
Tandem Investment Partners
New Jersey
$974K -$11.4K -110 -1%
HWM
1447
HRC Wealth Management
Idaho
$974K +$52K +503 +6%
CMAI
1448
Capital Management Associates Inc
Minnesota
$972K -$820K -7,933 -47%
NF
1449
NavPoint Financial
Minnesota
$972K -$201K -1,949 -18%
FCM
1450
Firestone Capital Management
Florida
$966K +$297K +2,873 +48%

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.