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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
RF
1901
Rossby Financial
Florida
$403K +$12.7K +123 +3%
WCM
1902
Weaver Capital Management
Georgia
$402K -$34.8K -337 -8%
LWM
1903
Level Wealth Management
North Carolina
$401K +$175K +1,689 +85%
ST
1904
Sentinel Trust
Texas
$401K
ACI
1905
Alpha Cubed Investments
California
$399K +$23.5K +227 +7%
CWA
1906
Crux Wealth Advisors
California
$399K -$1.34K -13 -0.4%
NCM
1907
Novare Capital Management
North Carolina
$398K -$17.7K -171 -4%
SA
1908
Sovran Advisors
California
$398K -$626K -6,056 -63%
HPA
1909
High Probability Advisors
New York
$396K
WMA
1910
West Michigan Advisors
Michigan
$395K +$6.31K +61 +2%
MCM
1911
M1 Capital Management
Michigan
$395K
SL
1912
Sentry LLC
Tennessee
$394K
MCM
1913
Mitchell Capital Management
Kansas
$394K -$36.4K -352 -9%
WTB
1914
Washington Trust Bank
Washington
$393K -$32.5K -314 -8%
ECM
1915
Elgethun Capital Management
South Dakota
$393K +$310 +3 +0.1%
CAM
1916
Clark Asset Management
New Hampshire
$393K -$102K -982 -21%
COFSG
1917
Carbahal Olsen Financial Services Group
California
$393K
NCM
1918
NCM Capital Management
New Jersey
$392K -$5.17K -50 -1%
CWP
1919
CFM Wealth Partners
Texas
$391K -$12.8K -124 -3%
JFG
1920
Jefferies Financial Group
New York
$391K -$64.2K -621 -15%
BFC
1921
Bedel Financial Consulting
Indiana
$389K -$8.06K -78 -2%
DWP
1922
Daymark Wealth Partners
Ohio
$389K +$21.1K +204 +6%
TSMHT
1923
Thurston Springer Miller Herd & Titak
Indiana
$389K +$8.99K +87 +3%
SAM
1924
Synergy Asset Management
Washington
$387K +$89.9K +870 +33%
FAG
1925
Fortitude Advisory Group
Washington
$387K +$16K +155 +5%

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.