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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
SWM
1976
Segment Wealth Management
Texas
$356K
SRC
1977
Sage Rhino Capital
California
$355K -$103K -1,000 -24%
FCIM
1978
Fairview Capital Investment Management
California
$355K -$1.03K -10 -0.3%
OC
1979
Oarsman Capital
Wisconsin
$354K
PFA
1980
Portland Financial Advisors
New York
$353K -$7.24K -70 -2%
TFM
1981
Trademark Financial Management
Minnesota
$352K +$1.45K +14 +0.4%
NEPWA
1982
New England Private Wealth Advisors
Massachusetts
$352K +$125K +1,211 +62%
FA
1983
Fermata Advisors
California
$350K -$182K -1,757 -35%
TPI
1984
Trust Point Inc
Wisconsin
$349K -$255K -2,463 -44%
WF
1985
WoodTrust Financial
Wisconsin
$349K -$23.1K -223 -7%
BST
1986
Bath Savings Trust
Maine
$349K
HFA
1987
High Falls Advisors
New York
$349K -$17.1K -165 -5%
PWP
1988
Prasad Wealth Partners
Ohio
$348K +$1.14K +11 +0.3%
HT
1989
Heritage Trust
Oklahoma
$346K
AWA
1990
Arbor Wealth Advisors
Michigan
$346K
VWM
1991
Vermillion Wealth Management
Minnesota
$345K -$25K -242 -7%
LG
1992
Leuthold Group
Minnesota
$345K +$327K +3,160 New
NCM
1993
Northside Capital Management
Oregon
$345K
CWM
1994
Castle Wealth Management
Florida
$345K +$103 +1 +0%
APA
1995
Astoria Portfolio Advisors
New York
$345K -$286K -2,763 -47%
FFG
1996
Foundry Financial Group
New Hampshire
$344K -$25.8K -250 -7%
CFO
1997
Collective Family Office
Pennsylvania
$344K
VA
1998
Vident Advisory
Georgia
$343K -$310 -3 -0.1%
OWA
1999
Octavia Wealth Advisors
Ohio
$343K -$48.6K -470 -13%
HAP
2000
Harbor Asset Planning
Massachusetts
$342K +$323K +3,127 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.