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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
IA
1526
Insight Advisors
Pennsylvania
$831K +$55.5K +537 +8%
VIA
1527
Victrix Investment Advisors
Florida
$830K +$1.03K +10 +0.1%
CL
1528
COWA LLC
Oklahoma
$829K -$1.28M -12,414 -62%
LFG
1529
Larson Financial Group
Missouri
$827K -$190K -1,839 -20%
ITIM
1530
Indiana Trust & Investment Management
Indiana
$826K -$44.7K -432 -5%
FPGT
1531
Financial Partners Group (Tennessee)
Tennessee
$825K +$13.2K +128 +2%
FWIA
1532
Fort Washington Investment Advisors
Ohio
$820K -$53.2K -515 -6%
TPW
1533
Transatlantique Private Wealth
New York
$820K
VAM
1534
Verity Asset Management
North Carolina
$818K -$1.16M -11,205 -60%
GWM
1535
Greenhouse Wealth Management
Connecticut
$815K -$4.86K -47 -0.6%
SVWAG
1536
Sound View Wealth Advisors Group
Georgia
$814K +$65.6K +635 +9%
EC
1537
EdgeRock Capital
Colorado
$814K +$770K +7,448 New
SFSG
1538
Sound Financial Strategies Group
Mississippi
$811K -$5.27K -51 -0.7%
WOSD
1539
WFA of San Diego
California
$810K +$766K +7,411 New
PWM
1540
PTM Wealth Management
United States
$807K -$6.62K -64 -0.9%
PVI
1541
Pine Valley Investments
New Jersey
$805K -$2.89K -28 -0.4%
VPP
1542
Vertex Planning Partners
Illinois
$801K -$517 -5 -0.1%
GHAM
1543
Gilman Hill Asset Management
Connecticut
$801K +$182K +1,759 +32%
SM
1544
Sensible Money
Arizona
$799K +$103 +1 +0%
MAM
1545
MMA Asset Management
Pennsylvania
$796K +$61.8K +598 +9%
SHFA
1546
SC&H Financial Advisors
Maryland
$796K -$17.5K -169 -2%
HNWA
1547
Henrickson Nauta Wealth Advisors
Michigan
$794K
ACA
1548
American Capital Advisory
Idaho
$792K -$91.7K -887 -11%
BWM
1549
BKM Wealth Management
Wisconsin
$787K +$22.2K +215 +3%
WLIM
1550
White Lighthouse Investment Management
Massachusetts
$786K +$85.9K +831 +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.