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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
FM
1701
Family Management
New York
$597K
SCA
1702
Strathmore Capital Advisors
North Carolina
$595K +$545K +5,271 New
SIM
1703
Studio Investment Management
Illinois
$595K +$32.3K +312 +6%
2WWM
1704
21 West Wealth Management
California
$594K +$562K +5,436 New
SAM
1705
SP Asset Management
California
$592K -$7.75K -75 -1%
KA
1706
Kovack Advisors
Florida
$591K -$116K -1,123 -17%
NAG
1707
Northstar Advisory Group
New Jersey
$590K +$2.27K +22 +0.4%
MA
1708
Modus Advisors
Minnesota
$589K +$8.89K +86 +2%
S
1709
Sunpointe
Missouri
$589K +$21.7K +210 +4%
LWM
1710
Liberty Wealth Management
California
$587K -$1.24K -12 -0.2%
TWG
1711
The Wealth Group
Minnesota
$585K -$61.1K -591 -10%
AIM
1712
Alhambra Investment Management
Florida
$583K -$1.55K -15 -0.3%
AF
1713
Apollon Financial
South Carolina
$582K -$12.7K -123 -2%
HPM
1714
Hoxton Planning & Management
West Virginia
$579K -$8.48K -82 -2%
BOPW
1715
Brandywine Oak Private Wealth
Pennsylvania
$577K +$930 +9 +0.2%
WJWM
1716
Williams Jones Wealth Management
New York
$576K -$73.1K -707 -12%
AG
1717
AmeriFlex Group
Nevada
$576K -$73K -706 -12%
BPC
1718
Banque Pictet & Cie
Switzerland
$574K +$67.2K +650 +14%
SFP
1719
Strategic Financial Planning
Texas
$570K
HFS
1720
Haverford Financial Services
Pennsylvania
$569K
3IP
1721
3Chopt Investment Partners
Virginia
$569K
KSWA
1722
Kathleen S. Wright Associates
Pennsylvania
$566K -$15.2K -147 -3%
DQRIM
1723
Dale Q Rice Investment Management
Washington
$564K -$591K -5,719 -53%
SWM
1724
Seaside Wealth Management
California
$564K +$533K +5,157 New
CIEC
1725
Crédit Industriel et Commercial
France
$563K -$186K -1,797 -26%

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.