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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
ACIM
2051
Azimuth Capital Investment Management
Michigan
$305K +$31.1K +301 +12%
HFO
2052
Heritage Family Offices
Arizona
$305K
AFA
2053
AA Financial Advisors
Ohio
$305K -$6K -58 -2%
AIC
2054
Allodium Investment Consultants
Minnesota
$305K +$31K +300 +12%
PCS
2055
Private Client Services
Kentucky
$304K +$42.8K +414 +17%
SFG
2056
SNS Financial Group
Minnesota
$303K
NCG
2057
Newport Capital Group
New Jersey
$303K -$8.58K -83 -3%
RIL
2058
Rothschild Investment LLC
Illinois
$303K
WRPWM
2059
Werba Rubin Papier Wealth Management
California
$303K +$36.5K +353 +15%
VPF
2060
Vantage Point Financial
Illinois
$302K
OWA
2061
Opal Wealth Advisors
New York
$302K -$860K -8,318 -75%
ML
2062
Mayport LLC
Massachusetts
$302K -$30.2K -292 -10%
LWP
2063
LMG Wealth Partners
Louisiana
$302K +$2.89K +28 +1%
CW
2064
Channel Wealth
California
$302K +$285K +2,759 New
WSWA
2065
Warren Street Wealth Advisors
California
$300K +$284K +2,746 New
GL
2066
Gerber LLC
Ohio
$299K
BDFN
2067
Bond & Devick Financial Network
Minnesota
$299K
MMHP
2068
Murphy Middleton Hinkle & Parker
Georgia
$298K
APP
2069
Avantax Planning Partners
Iowa
$297K +$15.5K +150 +6%
SAM
2070
Seelaus Asset Management
New Jersey
$296K -$48.1K -465 -15%
PCMK
2071
Paragon Capital Management (Kansas)
Kansas
$295K
SCM
2072
Stonehearth Capital Management
Massachusetts
$295K -$5.56M -53,764 -95%
RWM
2073
Riverbend Wealth Management
South Carolina
$295K +$31.8K +308 +13%
CFGW
2074
Chancellor Financial Group WB
Pennsylvania
$294K -$1.34K -13 -0.5%
DWM
2075
Dopkins Wealth Management
New York
$294K -$1.14K -11 -0.4%

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.