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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
CWP
1851
Cyndeo Wealth Partners
Florida
$441K -$42.9K -415 -9%
AWM
1852
Activest Wealth Management
Florida
$440K +$95.4K +923 +30%
GCL
1853
Gouws Capital LLC
North Carolina
$440K
KIA
1854
KCM Investment Advisors
California
$440K +$37.9K +367 +10%
SAF
1855
Smith Anglin Financial
Texas
$439K -$75.4K -729 -15%
LG
1856
LAM Group
Oregon
$437K
PSA
1857
Plum Street Advisors
Louisiana
$437K -$1.55K -15 -0.4%
DI
1858
DAGCO Inc
Ohio
$435K -$18.9K -183 -4%
BI
1859
Ballast Inc
Kentucky
$435K
C1AG
1860
Client 1st Advisory Group
Florida
$434K +$20.2K +195 +5%
GAG
1861
GM Advisory Group
New York
$434K +$83.9K +812 +26%
WFA
1862
Wells Financial Advisors
Massachusetts
$434K -$80.7K -781 -16%
BWL
1863
Bogart Wealth LLC
Virginia
$434K +$212K +2,055 +107%
NAS
1864
Nicolet Advisory Services
Wisconsin
$433K +$412K +3,989 New
TWP
1865
Triad Wealth Partners
Kansas
$432K -$46.2K -447 -10%
KWS
1866
Keystone Wealth Services
California
$432K +$930 +9 +0.2%
KWM
1867
Kingsman Wealth Management
Florida
$430K -$212K -2,047 -34%
AA
1868
Aufman Associates
Pennsylvania
$429K +$827 +8 +0.2%
IIC
1869
Ironwood Investment Counsel
Arizona
$429K +$827 +8 +0.2%
TA
1870
TruWealth Advisors
Louisiana
$428K
WWC
1871
Waypoint Wealth Counsel
Georgia
$427K -$73.8K -714 -15%
APWA
1872
Atlas Private Wealth Advisors
New Jersey
$426K +$1.03K +10 +0.3%
WP
1873
WealthPLAN Partners
Nebraska
$425K -$194K -1,876 -33%
KL
1874
KWMG LLC
Kansas
$424K -$28.3K -274 -7%
DWM
1875
DKM Wealth Management
California
$423K -$84.3K -816 -17%

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.