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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
PSP
2101
Pacific Sage Partners
Washington
$279K +$28.6K +277 +12%
RIM
2102
Rockbridge Investment Management
New York
$278K +$48.1K +465 +22%
PW
2103
Pandora Wealth
Illinois
$278K +$25.3K +245 +11%
VC
2104
Vestor Capital
Illinois
$278K -$2.73M -26,384 -98%
PIA
2105
Pollock Investment Advisors
Michigan
$278K
LFA
2106
Legacy Financial Advisors
Kentucky
$276K -$25.6K -248 -9%
BAMG
2107
Brand Asset Management Group
Missouri
$275K
CRI
2108
Colonial River Investments
Virginia
$275K +$13.2K +128 +6%
HPBT
2109
Hickory Point Bank & Trust
Illinois
$274K +$19.6K +190 +8%
CBTWT
2110
Community Bank & Trust (Waco, Texas)
Texas
$272K +$25.1K +243 +11%
GWSG
2111
GPS Wealth Strategies Group
Colorado
$272K -$14K -135 -5%
CL
2112
CIM LLC
New York
$272K -$10K -97 -4%
EGA
2113
E&G Advisors
Texas
$272K -$4.13K -40 -2%
SCA
2114
Stillwater Capital Advisors
Pennsylvania
$272K +$11K +106 +4%
TA
2115
TrueWealth Advisors
Alabama
$272K +$11.2K +108 +5%
TLFA
2116
True Link Financial Advisors
California
$270K -$337K -3,260 -57%
DHC
2117
Drum Hill Capital
Connecticut
$269K
DLCIG
2118
D.L. Carlson Investment Group
New Hampshire
$268K -$18.8K -182 -7%
AWM
2119
Aries Wealth Management
Maine
$267K -$223K -2,157 -47%
OFS
2120
OneAscent Financial Services
Alabama
$267K +$252K +2,438 New
PAWA
2121
Palo Alto Wealth Advisors
California
$266K +$103 +1 +0%
WCG
2122
Weaver Consulting Group
California
$266K -$23.2K -224 -8%
CC
2123
Chicago Capital
Illinois
$265K +$251K +2,424 New
BWM
2124
BCGM Wealth Management
Indiana
$264K +$930 +9 +0.4%
AAM
2125
Augustine Asset Management
Florida
$263K +$13.6K +132 +6%

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.