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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
PP
2026
Patten & Patten
Tennessee
$320K -$6.1K -59 -2%
TW
2027
Towerpoint Wealth
California
$320K +$54.6K +528 +22%
NG
2028
Norden Group
Utah
$320K +$5.38K +52 +2%
T
2029
Tableaux
Massachusetts
$319K -$36.4K -352 -11%
RFA
2030
Rollins Financial Advisors
New York
$318K +$61.1K +591 +25%
SIM
2031
Synergy Investment Management
Florida
$318K -$1.76K -17 -0.6%
CCA
2032
Checchi Capital Advisers
California
$318K
JWS
2033
Juncture Wealth Strategies
Arizona
$317K -$74.2K -718 -20%
PA
2034
Parkside Advisors
California
$317K +$24.9K +241 +9%
PS
2035
Pinney & Scofield
Massachusetts
$317K
PWS
2036
Peloton Wealth Strategists
Indiana
$317K -$41.3K -400 -12%
LWA
2037
Lifelong Wealth Advisors
Minnesota
$316K -$3.93K -38 -1%
LSA
2038
Lion Street Advisors
Texas
$314K -$248K -2,403 -46%
ORC
2039
O'Rourke & Company
Massachusetts
$313K -$7.03K -68 -2%
AFAS
2040
Acorn Financial Advisory Services
Virginia
$312K
MAG
2041
M3 Advisory Group
Massachusetts
$311K
GSIAS
2042
Garden State Investment Advisory Services
New Jersey
$311K -$20.2K -195 -6%
WB
2043
Webster Bank
Connecticut
$310K
TC
2044
Trust Company
Kansas
$310K -$29.1K -282 -9%
SMH
2045
Sanders Morris Harris
Texas
$310K +$4.13K +40 +1%
IIL
2046
Insight Inv LLC
California
$309K -$4.96K -48 -2%
FDCP
2047
Foster Dykema Cabot & Partners
Massachusetts
$307K -$26.6K -257 -8%
SHGA
2048
Sand Hill Global Advisors
California
$307K -$19.4K -188 -6%
EP
2049
EPIQ Partners
Minnesota
$306K
FWI
2050
Facet Wealth Inc
Maryland
$306K +$10K +97 +4%

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.