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
FPW
1676
Flywheel Private Wealth
California
$627K -$41.3K -400 -7%
ACM
1677
AlphaStar Capital Management
North Carolina
$627K +$593K +5,734 New
CIS
1678
Connors Investor Services
Pennsylvania
$621K +$346K +3,350 +144%
RWA
1679
River Wealth Advisors
Pennsylvania
$620K -$1.11M -10,738 -65%
SWM
1680
Sendero Wealth Management
Texas
$620K
NB
1681
Nicolet Bankshares
Wisconsin
$617K +$25.9K +251 +5%
AIS
1682
American Investment Services
Massachusetts
$616K +$6.82K +66 +1%
TWM
1683
Trueblood Wealth Management
Ohio
$616K +$47.5K +460 +9%
CIBC Asset Management
1684
CIBC Asset Management
Ontario, Canada
$616K
I
1685
InvesTrust
Oklahoma
$613K +$23.8K +230 +4%
AAG
1686
Armstrong Advisory Group
Massachusetts
$613K -$46.6K -451 -7%
LNB
1687
Ledyard National Bank
$613K -$66K -638 -10%
SEEDPG
1688
S.E.E.D. Planning Group
New York
$613K +$1.14K +11 +0.2%
FAM
1689
Formidable Asset Management
Ohio
$613K
Deutsche Bank
1690
Deutsche Bank
Germany
$610K -$6.2K -60 -1%
CB
1691
CNB Bank
Pennsylvania
$608K +$7.34K +71 +1%
AWM
1692
Aprio Wealth Management
Georgia
$608K -$339K -3,281 -37%
EB
1693
Exchange Bank
California
$607K -$3.52K -34 -0.6%
DWM
1694
Daner Wealth Management
Georgia
$607K +$548K +5,306 New
WAL
1695
W Advisors LLC
Tennessee
$606K
TFGT
1696
TS Financial Group (TSFG)
Illinois
$606K -$19.1K -185 -3%
JCM
1697
Janney Capital Management
Pennsylvania
$605K -$1.86K -18 -0.3%
RFP
1698
Root Financial Partners
California
$602K +$40.4K +391 +8%
FNA
1699
First National Advisers
Nebraska
$602K -$2.07K -20 -0.4%
EWM
1700
EPG Wealth Management
Georgia
$601K -$5.37M -51,920 -90%

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.