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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
OFG
1501
Oxford Financial Group
Indiana
$859K -$287K -2,772 -26%
SGCA
1502
Steel Grove Capital Advisors
Tennessee
$858K +$50.7K +490 +7%
TCM
1503
Tufton Capital Management
Maryland
$857K +$4.96K +48 +0.6%
CPA
1504
Cardiff Park Advisors
California
$855K +$2.17K +21 +0.3%
OCM
1505
Orion Capital Management
California
$855K -$42.2K -408 -5%
CFD
1506
Creative Financial Designs
Indiana
$853K -$125K -1,205 -13%
FNBTCON
1507
First National Bank & Trust Co of Newtown
Pennsylvania
$852K +$198K +1,916 +33%
BFA
1508
Beacon Financial Advisory
Ohio
$850K +$23.6K +228 +3%
WCWM
1509
Wooster Corthell Wealth Management
Connecticut
$849K -$12.1K -117 -1%
BWFA
1510
Baltimore-Washington Financial Advisors
Maryland
$847K -$8.52M -82,453 -91%
FFA
1511
Fortune Financial Advisors
Kansas
$847K -$12.2K -118 -2%
BW
1512
BIP Wealth
Georgia
$846K +$7.24K +70 +0.9%
A
1513
Argentarii
Ohio
$845K -$157K -1,520 -16%
MWS
1514
MFA Wealth Services
California
$844K -$53.4K -517 -6%
HWM
1515
Hohimer Wealth Management
Washington
$844K
CCM
1516
Crew Capital Management
Ohio
$843K -$326K -3,157 -29%
FB
1517
First Bancorp
Maine
$838K +$5.48K +53 +0.7%
PFT
1518
Providence First Trust
Arizona
$835K +$790K +7,641 New
STB
1519
S&T Bank
Pennsylvania
$835K
KSB
1520
Kennebec Savings Bank
Maine
$834K
CGFA
1521
Colton Groome Financial Advisors
North Carolina
$834K -$109K -1,057 -12%
BCM
1522
Brookmont Capital Management
Texas
$834K +$2.89K +28 +0.4%
FCFC
1523
First Commonwealth Financial Corp
Pennsylvania
$832K -$352K -3,407 -31%
IJWM
1524
Inman Jager Wealth Management
Mississippi
$832K +$14.3K +138 +2%
S
1525
SignatureFD
Georgia
$832K -$117K -1,133 -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.