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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
LF
1876
LifeSteps Financial
California
$423K +$2.58K +25 +0.7%
CFP
1877
Cascade Financial Partners
California
$421K +$13.9K +134 +4%
DSC
1878
Duncker Streett & Co
Missouri
$420K -$14.6K -141 -4%
PCMF
1879
Private Capital Management (Florida)
Florida
$420K +$20.8K +201 +6%
CTWM
1880
Cherry Tree Wealth Management
Minnesota
$419K -$165K -1,596 -29%
WH
1881
Willner & Heller
California
$417K -$30.2K -292 -7%
AF
1882
Alerus Financial
North Dakota
$417K +$1.65K +16 +0.4%
NFG
1883
Nadler Financial Group
Illinois
$415K +$40.3K +390 +11%
FVCM
1884
F&V Capital Management
Florida
$412K +$5.17K +50 +1%
AC
1885
AlphaCore Capital
California
$412K +$127K +1,233 +49%
LMKC
1886
L.M. Kohn & Company
Ohio
$411K -$391K -3,782 -50%
SBWIC
1887
Schaper Benz & Wise Investment Counsel
Wisconsin
$411K
TC
1888
Truvestments Capital
Florida
$410K -$68.5K -663 -15%
WAG
1889
Winthrop Advisory Group
Massachusetts
$410K +$28.4K +275 +8%
CL
1890
CVFG LLC
Indiana
$409K -$930 -9 -0.2%
T. Rowe Price Associates
1891
T. Rowe Price Associates
Maryland
$407K
GAMC
1892
Garner Asset Management Corp
Texas
$407K +$930 +9 +0.2%
VAS
1893
Vestmark Advisory Solutions
Massachusetts
$406K +$68K +658 +22%
LCWP
1894
Legacy Capital Wealth Partners
Arkansas
$406K -$477K -4,615 -28%
CWM
1895
Collaborative Wealth Management
Florida
$406K +$76.7K +742 +25%
AWAG
1896
ARS Wealth Advisors Group
Florida
$405K -$10.2K -99 -3%
TA
1897
TFB Advisors
Kansas
$404K -$38.1K -369 -9%
MAMG
1898
Milestone Asset Management Group
Connecticut
$404K +$73.2K +708 +24%
PA
1899
PSI Advisors
Florida
$404K -$34.8K -337 -8%
RRWA
1900
Rainey & Randall Wealth Advisors
Florida
$404K -$196K -1,894 -34%

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.