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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
CMP
1801
Courage Miller Partners
Virginia
$491K
RZH
1802
Relyea Zuckerberg Hanson
Connecticut
$490K -$2.89K -28 -0.6%
SAM
1803
S.A. Mason
Michigan
$489K
CCWM
1804
Correct Capital Wealth Management
Missouri
$487K -$70K -677 -13%
HCMG
1805
Howard Capital Management Group
California
$486K
MSWMA
1806
Market Street Wealth Management Advisors
Indiana
$486K -$36.8K -356 -7%
AAMC
1807
Asset Allocation & Management Company
Illinois
$485K -$114K -1,100 -20%
CFA
1808
Capstone Financial Advisors
Illinois
$485K +$165K +1,592 +56%
WPP
1809
Whalerock Point Partners
Rhode Island
$485K -$16.6K -161 -4%
CPA
1810
Clear Point Advisors
New York
$482K -$9.2K -89 -2%
MCM
1811
MV Capital Management
Maryland
$482K -$336K -3,249 -42%
NJIM
1812
Nabity-Jensen Investment Management
Nebraska
$479K
SWM
1813
SFG Wealth Management
Maryland
$479K +$207K +2,006 +85%
CPW
1814
Cove Private Wealth
New York
$477K +$70.3K +680 +18%
SWTS
1815
Stonehaven Wealth & Tax Solutions
Wisconsin
$477K +$18.2K +176 +4%
IWP
1816
Invenio Wealth Partners
Florida
$475K +$17K +164 +4%
BBPWM
1817
Blue Bell Private Wealth Management
Pennsylvania
$474K +$21.9K +212 +5%
FA
1818
FC Advisory
Pennsylvania
$474K +$1.14K +11 +0.3%
MCM
1819
McRae Capital Management
New Jersey
$473K -$153K -1,478 -25%
BCA
1820
Ballentine Capital Advisors
South Carolina
$472K -$69.3K -670 -13%
SFFS
1821
Stonehage Fleming Financial Services
Jersey
$472K
TW
1822
Traveka Wealth
California
$472K -$15.5K -150 -3%
JBA
1823
Johnson Bixby & Associates
Washington
$471K -$12.6K -122 -3%
AFO
1824
Allie Family Office
Florida
$470K +$1.14K +11 +0.3%
LCM
1825
Leisure Capital Management
California
$470K +$25.7K +249 +6%

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.