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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
MWM
1826
Melfa Wealth Management
Massachusetts
$469K +$3K +29 +0.7%
VAG
1827
VisionPoint Advisory Group
Texas
$466K +$142K +1,378 +48%
COCM
1828
Charter Oak Capital Management
New Hampshire
$466K -$44.9K -434 -9%
HVIA
1829
Hudson Valley Investment Advisors
New York
$466K +$4.45K +43 +1%
KA
1830
Kooman & Associates
Pennsylvania
$465K +$7.03K +68 +2%
PHIC
1831
Pine Haven Investment Counsel
Massachusetts
$462K
SIS
1832
Sound Income Strategies
Florida
$462K -$2.73M -26,439 -86%
LRIA
1833
Leonard Rickey Investment Advisors
Washington
$461K -$3.62K -35 -0.8%
GIA
1834
Guyasuta Investment Advisors
Pennsylvania
$460K +$18.6K +180 +4%
GHA
1835
GW Henssler & Associates
Georgia
$458K -$40.9K -396 -9%
OWM
1836
Orgel Wealth Management
Wisconsin
$457K +$1.86K +18 +0.4%
SFA
1837
Souders Financial Advisors
Ohio
$457K -$250K -2,417 -37%
AP
1838
Appleton Partners
Massachusetts
$456K -$13.5K -131 -3%
FFA
1839
Founders Financial Alliance
North Carolina
$453K -$138K -1,339 -24%
WPW
1840
Watershed Private Wealth
Illinois
$452K -$132K -1,274 -24%
LF
1841
Lantz Financial
Illinois
$452K -$4.96K -48 -1%
SFO
1842
Stokes Family Office
Louisiana
$451K -$310 -3 -0.1%
TPF
1843
Tribridge Partners Financial
Maryland
$450K +$426K +4,118 New
PA
1844
Procyon Advisors
Connecticut
$450K -$238K -2,299 -36%
AWG
1845
Altus Wealth Group
Colorado
$449K +$724 +7 +0.2%
FPB
1846
First PREMIER Bank
South Dakota
$448K +$8.79K +85 +2%
GWM
1847
GDS Wealth Management
Texas
$445K +$43.9K +425 +12%
HCM
1848
Hollencrest Capital Management
California
$443K -$1.4M -13,535 -77%
BWP
1849
BlueStem Wealth Partners
Minnesota
$442K -$1.14K -11 -0.3%
MFG
1850
Mosaic Financial Group
Illinois
$441K +$517 +5 +0.1%

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.