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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
WWA
2001
Wingate Wealth Advisors
Massachusetts
$339K -$96.5K -934 -23%
HIS
2002
Horizon Investment Services
Indiana
$338K
CWA
2003
Clarity Wealth Advisors
California
$338K +$3.1K +30 +1%
DS
2004
DRW Securities
Illinois
$336K +$318K +3,076 New
AGP
2005
Aspire Growth Partners
Florida
$335K +$1.14K +11 +0.4%
MCA
2006
Midwest Capital Advisors
Michigan
$334K -$493K -4,767 -61%
MPI
2007
Mairs & Power Inc
Minnesota
$334K +$114K +1,107 +57%
SCM
2008
Sollinda Capital Management
Florida
$333K +$315K +3,047 New
AFP
2009
Ausdal Financial Partners
Iowa
$331K -$56.3K -545 -15%
CNBT
2010
Canandaigua National Bank & Trust
New York
$329K +$1.45K +14 +0.5%
PWM
2011
Palumbo Wealth Management
New York
$329K +$13.1K +127 +4%
FEG
2012
Fund Evaluation Group
Ohio
$329K +$310 +3 +0.1%
EHC
2013
Everett Harris & Co
California
$328K -$30.4K -294 -9%
CCA
2014
Clarity Capital Advisors
Florida
$326K +$1.14K +11 +0.4%
DWM
2015
Diversify Wealth Management
Utah
$326K -$25.3K -245 -8%
BWP
2016
Baldwin Wealth Partners
Massachusetts
$326K
BL
2017
BFSG LLC
California
$326K +$8.27K +80 +3%
SIM
2018
Sterling Investment Management
Arizona
$325K -$11.9K -115 -4%
OPWM
2019
Oxinas Partners Wealth Management
Indiana
$325K -$8.99K -87 -3%
DP
2020
DDD Partners
Washington
$323K
PCG
2021
Prosperity Consulting Group
Maryland
$323K -$930 -9 -0.3%
WIC
2022
Woodmont Investment Counsel
Tennessee
$323K -$13.2K -128 -4%
PAMG
2023
Patton Albertson Miller Group
Tennessee
$323K -$64.1K -620 -17%
SEP
2024
Southland Equity Partners
Missouri
$322K -$5.68K -55 -2%
RAM
2025
Redmond Asset Management
Virginia
$321K -$86.3K -835 -22%

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.