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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
CAP
1926
Columbia Advisory Partners
Washington
$386K +$366K +3,536 New
TAM
1927
TCP Asset Management
Ohio
$385K -$9.41K -91 -3%
HCC
1928
Hirtle Callaghan & Co
Pennsylvania
$384K
AIP
1929
ARS Investment Partners
New York
$383K -$90.9K -879 -20%
WAG
1930
Wiser Advisor Group
Arizona
$382K -$2.79K -27 -0.8%
KOC
1931
Koss-Olinger Consulting
Florida
$382K -$45.8K -443 -11%
NA
1932
Nautilus Advisors
California
$381K
BFA
1933
Buttonwood Financial Advisors
Maryland
$381K -$8.06K -78 -2%
TPBG
1934
Turning Point Benefit Group
Maryland
$381K +$87.9K +850 +32%
HWM
1935
Howard Wealth Management
Connecticut
$380K +$207 +2 +0.1%
HFM
1936
Hartford Financial Management
Connecticut
$380K
IPAM
1937
Investment Partners Asset Management
New Jersey
$380K +$9.61K +93 +3%
LA
1938
LexAurum Advisors
Kansas
$380K -$9.41K -91 -3%
CA
1939
CGN Advisors
Kansas
$380K +$1.14K +11 +0.3%
Tudor Investment Corp
1940
Tudor Investment Corp
Connecticut
$378K +$358K +3,462 New
CAM
1941
Creekmur Asset Management
Illinois
$377K -$986K -9,543 -73%
CP
1942
Clarendon Private
Massachusetts
$376K +$1.24K +12 +0.3%
KDA
1943
Kraft Davis & Associates
Missouri
$376K -$789K -7,628 -70%
PFA
1944
Petra Financial Advisors
Colorado
$374K
TCM
1945
Traub Capital Management
Massachusetts
$374K +$354K +3,423 New
BCM
1946
BTC Capital Management
Iowa
$374K -$88.9K -860 -20%
I
1947
INVST
Indiana
$372K -$5.38K -52 -2%
B
1948
Bensler
Washington
$372K -$1.86K -18 -0.5%
PCM
1949
Poehling Capital Management
Wisconsin
$371K
PWM
1950
Penobscot Wealth Management
Maine
$371K -$37.5K -363 -10%

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.