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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
OWA
1601
Outlook Wealth Advisors
Texas
$720K -$1.96K -19 -0.3%
Fisher Asset Management
1602
Fisher Asset Management
Washington
$720K -$393K -3,798 -37%
WIA
1603
Wetzel Investment Advisors
Indiana
$719K -$3.93M -38,051 -85%
EB
1604
Emprise Bank
Kansas
$719K
SAS
1605
Stelac Advisory Services
New York
$717K
PTB
1606
Pioneer Trust Bank
Oregon
$717K -$4.13K -40 -0.6%
HA
1607
Helium Advisors
Washington
$717K -$26.6K -257 -4%
EFN
1608
Equita Financial Network
Pennsylvania
$716K -$37.6K -364 -5%
Parallax Volatility Advisers
1609
Parallax Volatility Advisers
California
$715K +$676K +6,539 New
YWM
1610
Yukon Wealth Management
Kansas
$711K -$5.48K -53 -0.8%
LCC
1611
Lincoln Capital Corp
Rhode Island
$707K
FHC
1612
First Heartland Consultants
Missouri
$704K -$7.34K -71 -1%
EAM
1613
Empirical Asset Management
Massachusetts
$702K -$20.8K -201 -3%
ClearBridge Investments
1614
ClearBridge Investments
New York
$701K +$20.4K +197 +3%
NP
1615
Nilsine Partners
Colorado
$698K +$85K +822 +15%
BBW
1616
Blue Barn Wealth
Utah
$697K +$41.2K +399 +7%
FAM
1617
Forte Asset Management
New York
$692K -$344K -3,332 -34%
GCA
1618
Gradient Capital Advisors
California
$691K -$8.17K -79 -1%
SPIO
1619
Seven Post Investment Office
California
$688K
TCM
1620
Traynor Capital Management
Pennsylvania
$687K -$11.7M -112,849 -95%
HW
1621
HORAN Wealth
Ohio
$687K +$649K +6,283 New
TWP
1622
Total Wealth Planning
Ohio
$686K -$14.9K -144 -2%
HFW
1623
Horizon Family Wealth
Illinois
$685K +$104K +1,004 +19%
BTW
1624
Boston Trust Walden
Massachusetts
$683K -$157K -1,520 -20%
WE
1625
Wealth Effects
Massachusetts
$681K -$68.6K -664 -10%

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.