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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
PCH
1476
PGIM Custom Harvest
New Jersey
$909K -$71.6K -693 -8%
IC
1477
Inscription Capital
Texas
$908K -$363K -3,510 -30%
TCM
1478
TD Capital Management
Tennessee
$904K +$60.6K +586 +8%
TSW
1479
Three Seasons Wealth
Utah
$903K -$62.4K -604 -7%
PA
1480
Probity Advisors
Texas
$898K -$26.2K -253 -3%
CG
1481
Corundum Group
Colorado
$897K
STCOSD
1482
Sageworth Trust Company of South Dakota
South Dakota
$897K +$66.5K +643 +9%
SM
1483
Sweeney & Michel
California
$894K +$15.6K +151 +2%
TPW
1484
TL Private Wealth
Texas
$893K +$1.76K +17 +0.2%
SWP
1485
Strategic Wealth Partners
Ohio
$889K +$841K +8,132 New
BC
1486
Brio Consultants
California
$884K -$256K -2,479 -23%
OCM
1487
Objective Capital Management
Ohio
$884K -$71.4K -691 -8%
NCFG
1488
New Century Financial Group
New Jersey
$883K +$835K +8,077 New
AL
1489
ADE LLC
Maryland
$880K -$136K -1,311 -14%
MFT
1490
Moisand Fitzgerald Tamayo
Florida
$876K -$32.6K -315 -4%
NAS
1491
NWF Advisory Services
California
$876K -$19.2K -186 -2%
SCG
1492
Sonata Capital Group
Washington
$875K -$67.7K -655 -8%
VAG
1493
Vannoy Advisory Group
Texas
$871K +$413 +4 +0.1%
FG
1494
Foster Group
Iowa
$870K +$395K +3,820 +92%
TPA
1495
Trivium Point Advisory
Connecticut
$865K -$25.4K -246 -3%
NWMG
1496
National Wealth Management Group
Ohio
$865K +$12.3K +119 +2%
Russell Investments Group
1497
Russell Investments Group
United Kingdom
$863K +$65.2K +631 +9%
1WA
1498
180 Wealth Advisors
Washington
$861K -$14.4K -139 -2%
HCM
1499
Hudson Capital Management
New Jersey
$861K -$7.96M -77,023 -91%
MGWM
1500
Marks Group Wealth Management
Minnesota
$859K -$56.6K -548 -7%

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.