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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
MSG
1751
Main Street Group
Virginia
$544K -$10.8K -104 -2%
LOPW
1752
Live Oak Private Wealth
North Carolina
$542K -$827 -8 -0.2%
HP
1753
Holistic Planning
Texas
$541K +$1.96K +19 +0.4%
SC
1754
Scotia Capital
Ontario, Canada
$534K -$2.73M -26,387 -84%
WFA
1755
WMG Financial Advisors
Tennessee
$532K +$6.41K +62 +1%
OAS
1756
Optivise Advisory Services
Tennessee
$532K -$178K -1,718 -26%
TCWM
1757
Total Clarity Wealth Management
Illinois
$531K +$206K +1,989 +69%
GS
1758
GWN Securities
Florida
$531K -$1.34M -12,983 -73%
ICM
1759
IMS Capital Management
Oregon
$531K
FP
1760
Financial Perspectives
Minnesota
$528K +$2.48K +24 +0.5%
BCM
1761
Bluefin Capital Management
New York
$528K +$499K +4,832 New
WHG
1762
Westwood Holdings Group
Texas
$527K -$232K -2,246 -32%
MW
1763
Maia Wealth
Colorado
$526K -$33.4K -323 -6%
PP
1764
Postrock Partners
Oregon
$525K
BWA
1765
Bordeaux Wealth Advisors
California
$522K
CAM
1766
Costello Asset Management
Pennsylvania
$521K
SAMC
1767
Spectrum Asset Management (California)
California
$520K +$492K +4,762 New
NSIM
1768
North Star Investment Management
Illinois
$519K -$103 -1 -0%
JC
1769
JB Capital
Connecticut
$518K +$36K +348 +8%
AA
1770
Argent Advisors
Louisiana
$516K
WCM
1771
WealthBridge Capital Management
Ohio
$513K -$191K -1,850 -28%
BB
1772
Berkshire Bank
Massachusetts
$511K
PCA
1773
Peddock Capital Advisors
Massachusetts
$510K
LWCFA
1774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$77.5K -750 -14%
FF
1775
Finley Financial
Nevada
$509K

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.