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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
AT
1451
American Trust
Kentucky
$961K +$909K +8,796 New
CS
1452
Cannell & Spears
New York
$961K +$19.5K +189 +2%
KFGG
1453
Keystone Financial Group (Georgia)
Georgia
$958K -$66.5K -643 -7%
CAWM
1454
Capital Advisors Wealth Management
Washington
$956K -$394K -3,808 -30%
TBT
1455
Texas Bank & Trust
Texas
$947K +$12.6K +122 +1%
BAM
1456
Berkshire Asset Management
Pennsylvania
$947K -$20.7K -200 -2%
ZBNA
1457
Zions Bancorporation, National Association
Utah
$947K
GWANC
1458
Guardian Wealth Advisors (North Carolina)
North Carolina
$944K -$32.1K -311 -3%
EWA
1459
Evolution Wealth Advisors
Florida
$943K
BFA
1460
Bragg Financial Advisors
North Carolina
$939K -$6.82K -66 -0.8%
RIA
1461
RPG Investment Advisory
California
$937K -$803K -7,768 -48%
DWM
1462
Defined Wealth Management
Oregon
$936K -$268K -2,588 -23%
LW
1463
Linscomb Wealth
Texas
$935K -$827 -8 -0.1%
CCWM
1464
Cassaday & Co Wealth Management
Virginia
$932K -$149K -1,439 -14%
Vontobel Holding
1465
Vontobel Holding
Switzerland
$929K -$54.3K -525 -6%
PCFFS
1466
Pacific Center for Financial Services
California
$928K -$83.8K -811 -9%
FB
1467
Finward Bancorp
Indiana
$928K +$70.5K +682 +9%
IAIM
1468
International Assets Investment Management
Florida
$927K -$55.3K -535 -6%
PMFA
1469
Plante Moran Financial Advisors
Michigan
$927K +$128K +1,239 +17%
BWM
1470
Birchcreek Wealth Management
Ohio
$926K -$69.6K -673 -7%
CA
1471
Claro Advisors
Massachusetts
$925K -$447K -4,324 -34%
KWM
1472
KMT Wealth Management
California
$916K
GKWIM
1473
Gerber Kawasaki Wealth & Investment Management
California
$915K -$82.1K -794 -9%
PFS
1474
Prospect Financial Services
New York
$911K +$1.45K +14 +0.2%
PSF
1475
Pacific Sun Financial
California
$911K -$42.2K -408 -5%

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.