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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
LWM
1776
Lakeridge Wealth Management
Ohio
$509K -$14.6K -141 -3%
SC
1777
Sierra Capital
Florida
$508K
QFA
1778
Quattro Financial Advisors
Texas
$508K
RPCA
1779
Running Point Capital Advisors
California
$507K
PFG
1780
Pinnacle Financial Group
Illinois
$506K +$8.37K +81 +2%
FFL
1781
Financial Freedom LLC
Ohio
$505K -$52.7K -510 -10%
SVWG
1782
Shared Vision Wealth Group
United States
$505K +$41.1K +398 +10%
FI
1783
FWG Investments
Kentucky
$505K +$477K +4,617 New
AWA
1784
Alta Wealth Advisors
Massachusetts
$504K -$87.2K -844 -15%
JHCP
1785
Jackson Hole Capital Partners
Oklahoma
$504K +$12.1K +117 +3%
DA
1786
Doliver Advisors
Texas
$503K -$20.4K -197 -4%
PI
1787
Parkside Investments
Illinois
$502K -$4.34K -42 -0.9%
LFG
1788
Lazard Frères Gestion
France
$502K
BWP
1789
BSW Wealth Partners
Colorado
$502K -$90.3K -874 -16%
FC
1790
Financial Council
Maryland
$500K
JWM
1791
JGP Wealth Management
Oregon
$500K +$17K +164 +4%
PCA
1792
Prosperity Capital Advisors
Ohio
$500K -$80.4K -778 -15%
CIAS
1793
CBIZ Investment Advisory Services
Ohio
$496K -$21.2K -205 -4%
TNB
1794
Thomasville National Bank
Georgia
$495K +$3.52K +34 +0.8%
BWM
1795
Brown Wealth Management
Illinois
$495K -$3.83M -37,051 -89%
BF
1796
Bonfire Financial
Colorado
$493K +$103 +1 +0%
GI
1797
GAMCO Investors
Connecticut
$493K +$467K +4,513 New
TCM
1798
Tassel Capital Management
North Carolina
$492K +$64.4K +623 +16%
PWA
1799
Primoris Wealth Advisors
Florida
$492K +$103 +1 +0%
BWM
1800
BigSur Wealth Management
Florida
$492K

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.