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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
BONH
1951
Bank of New Hampshire
New Hampshire
$370K -$35K -339 -9%
TI
1952
Trexquant Investment
Connecticut
$369K -$193K -1,863 -36%
IWN
1953
Independent Wealth Network
Iowa
$368K -$2.17K -21 -0.6%
PMG
1954
Private Management Group
California
$368K -$14.5K -140 -4%
PWMG
1955
Private Wealth Management Group
New Jersey
$368K
BWP
1956
Balboa Wealth Partners
Arizona
$367K +$25.7K +249 +8%
DIA
1957
Davidson Investment Advisors
Montana
$366K
SCA
1958
Stonebridge Capital Advisors
Minnesota
$365K +$16.3K +158 +5%
SCM
1959
Sage Capital Management
New Jersey
$363K +$827 +8 +0.2%
KWM
1960
Kaydan Wealth Management
Michigan
$363K +$82.6K +799 +32%
HDIM
1961
Hanson & Doremus Investment Management
Vermont
$362K -$33.1K -320 -9%
FFM
1962
Forum Financial Management
Illinois
$361K +$77.1K +746 +29%
3AM
1963
3EDGE Asset Management
Florida
$361K +$341K +3,302 New
CMI
1964
Clare Market Investments
Texas
$359K -$237K -2,297 -41%
FM
1965
Foster & Motley
Ohio
$359K -$724 -7 -0.2%
SWP
1966
SIMA Wealth Partners
Virginia
$359K -$16.3K -158 -5%
PFM
1967
Potomac Fund Management
Florida
$358K -$11K -106 -3%
AWM
1968
Avaii Wealth Management
Wisconsin
$358K +$18.9K +183 +6%
RCM
1969
RMR Capital Management
California
$358K
WHCFA
1970
William Howard & Co Financial Advisors
Tennessee
$358K
FRA
1971
Frank Rimerman Advisors
California
$357K +$103 +1 +0%
SEM
1972
Strategic Equity Management
Arizona
$356K +$18.8K +182 +6%
HCMT
1973
Highland Capital Management (Tennessee)
Tennessee
$356K
CWP
1974
Concord Wealth Partners
Virginia
$356K -$6.2K -60 -2%
CAMV
1975
Concord Asset Management (Virginia)
Virginia
$356K +$337K +3,261 New

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.