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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
EH
126
Equitable Holdings
New York
$55M +$1.57M +15,176 +3%
LWMT
127
Legacy Wealth Management (Tennessee)
Tennessee
$54.2M -$40.5K -392 -0.1%
BSB
128
Bangor Savings Bank
Maine
$53.5M -$30K -290 -0.1%
APCM
129
Alaska Permanent Capital Management
Alaska
$53.5M +$5.32M +51,455 +12%
WA
130
Wealth Architects
California
$53.3M +$1.8M +17,411 +4%
FFA
131
Farther Finance Advisors
California
$52.4M +$21.4M +206,941 +76%
AllianceBernstein
132
AllianceBernstein
Tennessee
$52.3M +$1.19M +11,496 +2%
BBHC
133
Brown Brothers Harriman & Co
New York
$51.5M +$781K +7,556 +2%
FNT
134
First National Trust
Pennsylvania
$51.1M -$558K -5,395 -1%
CA
135
Clearstead Advisors
Ohio
$51.1M -$5.28M -51,103 -10%
CWM
136
Congress Wealth Management
Massachusetts
$50.9M +$3.18M +30,719 +7%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$50.7M +$2.76M +26,698 +6%
SWP
138
Stratos Wealth Partners
Ohio
$50M -$1.23M -11,928 -3%
FT
139
Fiduciary Trust
Massachusetts
$49.4M -$791K -7,648 -2%
CWM
140
Cahaba Wealth Management
Georgia
$46.3M -$2.76M -26,738 -6%
HWA
141
HCR Wealth Advisors
California
$45.8M +$968K +9,366 +2%
R
142
Rebalance
California
$45.5M +$3.71M +35,872 +9%
RWM
143
RKL Wealth Management
Pennsylvania
$45.5M +$950K +9,187 +2%
BCM
144
Becker Capital Management
Oregon
$45.3M -$16M -154,449 -27%
ODIJL
145
One Day In July LLC
Vermont
$44.3M -$8.75M -84,601 -17%
GRP
146
Global Retirement Partners
California
$44.3M +$41.9M +404,890 New
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$43.9M -$7.11M -68,803 -15%
ACGA
148
Atlanta Consulting Group Advisors
Georgia
$43.9M +$266K +2,574 +0.6%
NQWM
149
Northwest Quadrant Wealth Management
Oregon
$43.8M -$584K -5,646 -1%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$43.6M -$6.04M -58,450 -13%

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.