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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
DWM
2076
Denver Wealth Management
Colorado
$294K +$7.55K +73 +3%
ECA
2077
Elevated Capital Advisors
Utah
$294K
IWC
2078
Infinity Wealth Counsel
Ohio
$293K
NWAG
2079
Net Worth Advisory Group
Utah
$292K +$276K +2,673 New
CWP
2080
Core Wealth Partners
California
$291K
BWA
2081
Blodgett Wealth Advisors
California
$291K -$6.2K -60 -2%
FAN
2082
Financial Advisors Network
California
$291K -$34K -329 -11%
RCM
2083
Radnor Capital Management
Pennsylvania
$290K +$4.13K +40 +2%
TRIA
2084
Trail Ridge Investment Advisors
Colorado
$289K -$8.06K -78 -3%
CAG
2085
Curtis Advisory Group
California
$289K
GWS
2086
Glassman Wealth Services
Virginia
$288K -$15.4K -149 -5%
PAA
2087
Peregrine Asset Advisers
Oregon
$288K +$2.79K +27 +1%
SFS
2088
Stiles Financial Services
Minnesota
$287K -$3.93K -38 -1%
CT
2089
Clearstead Trust
Maine
$287K +$47.5K +460 +21%
FA
2090
FF Advisors
California
$287K +$47.5K +460 +21%
SIAG
2091
Signet Investment Advisory Group
Rhode Island
$287K
WAG
2092
Wallace Advisory Group
California
$287K
IWP
2093
IAG Wealth Partners
Wisconsin
$285K -$51.7K -500 -16%
SQA
2094
Simon Quick Advisors
New Jersey
$284K -$863K -8,344 -76%
SJGA
2095
Stephen J. Garry & Associates
New York
$284K -$7.34K -71 -3%
PWM
2096
Paulson Wealth Management
Illinois
$283K
HSG
2097
Helen Stephens Group
Texas
$282K -$55.2K -534 -17%
KCM
2098
Kendall Capital Management
Maryland
$282K -$3.31K -32 -1%
IC
2099
Iconiq Capital
California
$279K +$1.03K +10 +0.4%
Loomis, Sayles & Company
2100
Loomis, Sayles & Company
Massachusetts
$279K -$39.6K -383 -13%

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.