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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
MEAC
1576
M.E. Allison & Co
Texas
$759K +$14K +135 +2%
OFG
1577
Opulen Financial Group
Virginia
$757K
M
1578
MATAURO
New York
$757K -$68.5K -663 -9%
OFS
1579
Orrstown Financial Services
Pennsylvania
$756K -$474K -4,589 -40%
CWM
1580
Centricity Wealth Management
Ohio
$756K -$53.8K -520 -7%
MPW
1581
MASECO Private Wealth
$755K +$714K +6,905 New
BC
1582
Bowman & Company
Wisconsin
$754K +$52.5K +508 +8%
CFS
1583
Commonwealth Financial Services
West Virginia
$753K -$73.9K -715 -9%
TPW
1584
Talon Private Wealth
Florida
$752K -$16.8K -163 -2%
BO
1585
Bank OZK
Arkansas
$751K -$154K -1,488 -18%
IP
1586
Ignite Planners
California
$745K -$103K -1,001 -13%
RIG
1587
RiverFront Investment Group
Virginia
$741K -$59.9M -579,912 -99%
PCM
1588
Perritt Capital Management
Illinois
$735K +$2.58K +25 +0.4%
PFG
1589
PAX Financial Group
Texas
$734K +$1.34K +13 +0.2%
LCM
1590
LVM Capital Management
Michigan
$734K -$3.72K -36 -0.5%
IFWM
1591
Institute for Wealth Management
Colorado
$732K +$405K +3,920 +141%
AWM
1592
Angeles Wealth Management
California
$730K +$536K +5,189 +347%
MI
1593
Moneywise Inc
Virginia
$729K +$2.07K +20 +0.3%
SFG
1594
Sather Financial Group
Texas
$729K
BWA
1595
Bestgate Wealth Advisors
Maryland
$727K
HWM
1596
Horizons Wealth Management
North Carolina
$726K -$93.1K -901 -12%
CNBOF
1597
City National Bank of Florida
Florida
$726K -$4.86K -47 -0.7%
RWP
1598
Ridgeline Wealth Planning
Ohio
$725K +$126K +1,221 +23%
GAM
1599
Gemmer Asset Management
California
$724K +$68.7K +665 +11%
MFGM
1600
Marshall Financial Group (Maryland)
Maryland
$720K -$52.9K -512 -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.