We are live on ! Find out more
IJR icon

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
HWA
1651
Hillcrest Wealth Advisors
New Jersey
$650K
TFA
1652
Teamwork Financial Advisors
Texas
$650K -$108K -1,046 -15%
CFG
1653
Cooper Financial Group
California
$650K -$114K -1,104 -16%
FL
1654
FreeGulliver LLC
Louisiana
$649K +$87.2K +844 +17%
FWM
1655
FMB Wealth Management
California
$649K
EFG
1656
Elios Financial Group
Ohio
$648K +$310 +3 +0.1%
CCP
1657
Clarity Capital Partners
California
$643K -$207K -2,005 -25%
MWM
1658
McNaughton Wealth Management
California
$643K +$310 +3 +0.1%
ES
1659
ETF Store
Kansas
$641K -$19.6K -190 -3%
SSA
1660
Sierra Summit Advisors
Nevada
$641K -$19.8K -192 -3%
VCP
1661
Vista Capital Partners
Oregon
$641K +$93.7K +906 +18%
VPIM
1662
Vanguard Personalized Indexing Management
California
$639K +$60.2K +582 +11%
GF
1663
GGM Financials
Ohio
$639K -$35.8K -346 -6%
MWA
1664
Motive Wealth Advisors
Michigan
$636K -$8.37K -81 -1%
CBT
1665
Crews Bank & Trust
Florida
$636K -$15.5K -150 -3%
CA
1666
Carson Advisory
Georgia
$635K -$92.7K -897 -13%
LCM
1667
Lazari Capital Management
California
$635K +$827 +8 +0.1%
KA
1668
Kearns & Associates
California
$635K
ME
1669
McIlrath & Eck
Washington
$634K +$1.96K +19 +0.3%
RIS
1670
Richmond Investment Services
Wisconsin
$634K +$599K +5,799 New
AWA
1671
Acorn Wealth Advisors
Michigan
$633K -$144K -1,394 -19%
AAMA
1672
Advanced Asset Management Advisors
Ohio
$632K
BFG
1673
Bouchey Financial Group
New York
$632K
AIFAIM
1674
American Institute for Advanced Investment Management
Arizona
$631K -$65.6K -635 -10%
MWA
1675
Meridian Wealth Advisors
Texas
$629K +$1.03K +10 +0.2%

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.