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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
WCWM
1726
Willow Creek Wealth Management
California
$562K -$68.2K -660 -11%
IWA
1727
IBEX Wealth Advisors
New Jersey
$562K +$531K +5,138 New
PPG
1728
Peak Planning Group
Colorado
$560K -$516K -4,988 -49%
CHAM
1729
Clear Harbor Asset Management
Connecticut
$560K +$56K +542 +12%
MWA
1730
Medallion Wealth Advisors
Connecticut
$560K -$20.4K -197 -4%
ARA
1731
Alexander Randolph Advisory
Virginia
$559K +$127K +1,228 +32%
CCT
1732
Capital City Trust
Florida
$559K -$6.72K -65 -1%
FMTC
1733
Farmers & Merchants Trust Company
California
$558K
TC
1734
TownSquare Capital
Utah
$556K -$7.63M -73,843 -94%
SIC
1735
Salem Investment Counselors
North Carolina
$555K -$32.9K -318 -6%
FPL
1736
Fortress Private Ledger
North Carolina
$554K -$103K -997 -16%
ST
1737
Somerset Trust
Pennsylvania
$553K -$17.3K -167 -3%
CAMG
1738
CWA Asset Management Group
Florida
$551K -$218K -2,112 -30%
SWM
1739
Silverlake Wealth Management
Vermont
$550K -$54.3K -525 -9%
ULWM
1740
Upper Left Wealth Management
Florida
$550K +$34K +329 +7%
AIP
1741
Almanack Investment Partners
Pennsylvania
$550K +$267K +2,579 +105%
First Trust Advisors
1742
First Trust Advisors
Illinois
$550K +$134K +1,301 +35%
AA
1743
Ashford Advisors
New York
$548K -$248K -2,395 -65%
LIM
1744
Loudon Investment Management
New Hampshire
$548K +$10.3K +100 +2%
MSFS
1745
Main Street Financial Solutions
Pennsylvania
$547K -$14.1K -136 -3%
GJIA
1746
Glass Jacobson Investment Advisors
Maryland
$547K -$72.5K -701 -12%
AC
1747
Allstate Corporation
Illinois
$546K
DKCM
1748
Davidson Kahn Capital Management
California
$546K -$4.45K -43 -0.9%
AWM
1749
Avondale Wealth Management
Texas
$544K -$924K -8,935 -64%
PCA
1750
Pallas Capital Advisors
Massachusetts
$544K -$161K -1,561 -24%

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.