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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
ACM
1626
Advisors Capital Management
New Jersey
$681K -$172K -1,668 -21%
CA
1627
Calton & Associates
Florida
$678K +$642K +6,207 New
ACM
1628
Ardent Capital Management
Ohio
$677K
IWS
1629
Insight Wealth Strategies
California
$676K -$28.4K -275 -4%
SCA
1630
Stokes Capital Advisors
South Carolina
$673K -$89.5K -866 -12%
WPC
1631
White Pine Capital
Minnesota
$673K +$724 +7 +0.1%
IIA
1632
Integral Investment Advisors
California
$671K -$56K -542 -8%
TI
1633
Truepoint Inc
Ohio
$671K +$6.51K +63 +1%
Invesco
1634
Invesco
Georgia
$670K -$81.1K -785 -11%
PTC
1635
Philadelphia Trust Company
Pennsylvania
$669K
MG
1636
Marex Group
$668K -$186K -1,798 -23%
CP
1637
Creekside Partners
California
$668K +$310 +3 +0%
WTA
1638
Washington Trust Advisors
Massachusetts
$668K +$724 +7 +0.1%
KAM
1639
Kraft Asset Management
Tennessee
$666K
SL
1640
SFM LLC
New Hampshire
$666K +$86.9K +841 +16%
MLL
1641
Moody Lynn & Lieberson
Massachusetts
$665K -$15.7K -152 -2%
AA
1642
Advisory Alpha
Michigan
$662K -$26.5K -256 -4%
PFA
1643
Professional Financial Advisors
Nebraska
$661K -$23.3K -225 -4%
DSA
1644
Droms Strauss Advisors
Missouri
$660K +$517 +5 +0.1%
SW
1645
SteelPeak Wealth
California
$659K +$5.48K +53 +0.9%
HA
1646
HFG Advisors
Ohio
$658K
DFG
1647
Dupree Financial Group
Kentucky
$655K -$16.1K -156 -3%
SCM
1648
Sterling Capital Management
North Carolina
$655K +$17.3K +167 +3%
BA
1649
Brightwater Advisory
Florida
$651K
SFP
1650
Shepherd Financial Partners
Massachusetts
$650K -$200K -1,934 -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.