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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
IA
176
IFG Advisors
Missouri
$37.9M +$5.71M +55,262 +19%
PRA
177
Pine Ridge Advisers
New York
$37.9M +$203K +1,965 +0.6%
PA
178
Planning Alternatives
Michigan
$37.7M +$1.25M +12,058 +4%
PPA
179
Painted Porch Advisors
California
$37.6M +$1.02M +9,875 +3%
NSLI
180
Nan Shan Life Insurance
Taiwan
$37.4M
OC
181
Oppenheimer & Co
New York
$37.2M +$1.98M +19,199 +6%
EWA
182
EP Wealth Advisors
California
$36.8M +$15M +144,988 +75%
FBB
183
Fulton Breakefield Broenniman
Maryland
$36.5M -$1.01M -9,739 -3%
CCFCSB
184
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M
MA
185
MCF Advisors
Kentucky
$35.9M +$2.03M +19,684 +6%
ERWM
186
Elk River Wealth Management
Colorado
$35.8M +$528K +5,110 +2%
SILC
187
Starr Indemnity & Liability Company
New York
$35.1M +$33.2M +320,950 New
AFG
188
Albion Financial Group
Utah
$35M -$184K -1,781 -0.6%
Victory Capital Management
189
Victory Capital Management
Texas
$33.7M +$8.32M +80,483 +35%
JWA
190
JFS Wealth Advisors
Pennsylvania
$33.4M -$470K -4,547 -1%
MFG
191
Magnus Financial Group
New York
$33.3M -$111K -1,072 -0.4%
FTWA
192
Fifth Third Wealth Advisors
Ohio
$33.3M -$5.1M -49,368 -14%
Lazard Asset Management
193
Lazard Asset Management
New York
$33M -$1.98M -19,113 -6%
FFA
194
Fi3 Financial Advisors
Indiana
$32.1M +$684K +6,620 +2%
AWE
195
Avidian Wealth Enterprises
Texas
$32M +$4.52M +43,765 +18%
BFG
196
Bleakley Financial Group
New Jersey
$31.8M +$11.7M +112,839 +63%
GLLW
197
Graves Light Lenhart Wealth
Virginia
$31.5M +$506K +4,898 +2%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$31.4M +$2.03M +19,612 +7%
FAM
199
Frontier Asset Management
Wyoming
$31.2M -$6.44M -62,303 -18%
William Blair & Company
200
William Blair & Company
Illinois
$31.2M -$3.82M -36,912 -11%

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.