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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
CPP
1551
Capasso Planning Partners
South Carolina
$785K -$23.6K -228 -3%
CWM
1552
Centurion Wealth Management
Virginia
$783K -$74.7K -723 -9%
TIAM2
1553
Tru Independence Asset Management 2
Oregon
$781K +$39.5K +382 +6%
RLWM
1554
RF&L Wealth Management
Massachusetts
$778K +$376K +3,635 +104%
SI
1555
Seeds Investor
New York
$778K +$133K +1,282 +22%
KFI
1556
Key Financial Inc
Pennsylvania
$777K -$151K -1,460 -17%
M
1557
MOTCO
Texas
$776K -$409K -3,954 -36%
MPWS
1558
McCarter Private Wealth Services
Massachusetts
$774K +$732K +7,086 New
AF
1559
Advisornet Financial
Minnesota
$772K +$1.45K +14 +0.2%
KWA
1560
Kondo Wealth Advisors
California
$772K
EWA
1561
EverSource Wealth Advisors
Alabama
$772K -$248K -2,402 -25%
FYW
1562
Future You Wealth
New York
$772K +$291K +2,819 +66%
SWA
1563
Strategies Wealth Advisors
Michigan
$769K -$134K -1,298 -16%
SNB
1564
Security National Bank
Nebraska
$768K -$5.48K -53 -0.7%
BLC
1565
Brown, Lisle/Cummings
Rhode Island
$767K +$59.7K +578 +9%
WPC
1566
Waters Parkerson & Co
Louisiana
$767K
BC
1567
Barrett & Company
Rhode Island
$767K -$5.68K -55 -0.8%
TIM
1568
Thompson Investment Management
Wisconsin
$766K +$36K +348 +5%
CWS
1569
Confluence Wealth Services
Pennsylvania
$766K +$106K +1,021 +17%
EIA
1570
Edgemoor Investment Advisors
Maryland
$766K -$121K -1,169 -14%
CFA
1571
Camarda Financial Advisors
Florida
$764K +$193K +1,871 +37%
BW
1572
Balance Wealth
Ohio
$764K +$3.41K +33 +0.5%
KW
1573
Keyvantage Wealth
Pennsylvania
$763K -$55.5K -537 -7%
PIA
1574
Powell Investment Advisors
Florida
$762K +$122K +1,185 +20%
CPG
1575
Cornerstone Planning Group
New Jersey
$759K -$237K -2,294 -25%

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.