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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
UBV
151
United Bank (Virginia)
Virginia
$43.5M +$277K +2,679 +0.7%
SA
152
Sanctuary Advisors
Indiana
$43.1M -$5.08M -49,113 -11%
CI
153
Conning Inc
Connecticut
$43.1M -$73.1K -707 -0.2%
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
$43M +$40.6M +393,211 New
AWM
155
Abound Wealth Management
Tennessee
$42.3M +$1.36M +13,128 +4%
AF
156
Arrow Financial
New York
$42M +$55.7K +539 +0.1%
TC
157
Trilogy Capital
California
$42M +$7.54M +72,969 +23%
VCM
158
Vision Capital Management
Oregon
$41.8M +$5.93M +57,373 +18%
AIA
159
Ally Invest Advisors
North Carolina
$41.4M +$2.94M +28,477 +8%
ACM
160
Arcataur Capital Management
Wisconsin
$41.4M +$182K +1,757 +0.5%
JIC
161
Johnson Investment Counsel
Ohio
$41.4M +$3.69M +35,729 +10%
SWM
162
SilverOak Wealth Management
Minnesota
$41M +$600K +5,804 +2%
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$39.8M -$9.14M -88,400 -20%
MCM
164
Maple Capital Management
Vermont
$39.4M +$3.06M +29,616 +9%
VFA
165
Voya Financial Advisors
Connecticut
$39.4M +$2.51M +24,289 +7%
NYLIM
166
New York Life Investment Management
New York
$39.3M +$553K +5,346 +2%
CTA
167
Chesley Taft & Associates
Illinois
$39M -$1.51M -14,648 -4%
AWM
168
Axxcess Wealth Management
California
$38.6M +$474K +4,581 +1%
BP
169
Ballentine Partners
Massachusetts
$38.6M +$262K +2,537 +0.7%
CAAS
170
Capital Asset Advisory Services
Michigan
$38.5M +$878K +8,495 +3%
SIC
171
Shoker Investment Counsel
Ohio
$38.2M +$8.09M +78,243 +29%
VA
172
Valmark Advisers
Ohio
$38M -$471K -4,552 -1%
OCG
173
Opus Capital Group
Ohio
$38M -$1.75M -16,893 -5%
SWM
174
Stockman Wealth Management
Montana
$38M +$543K +5,256 +2%
CFO
175
Colony Family Offices
North Carolina
$38M +$4.44M +42,963 +14%

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.