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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
BWM
2126
BCS Wealth Management
Tennessee
$263K +$34.6K +335 +16%
RA
2127
Rockingstone Advisors
Massachusetts
$263K
CWM
2128
Copia Wealth Management
Oregon
$263K
IAG
2129
Investmark Advisory Group
Connecticut
$262K +$827 +8 +0.3%
CK
2130
Cohen Klingenstein
New York
$262K
DI
2131
DDFG Inc
California
$262K +$620 +6 +0.3%
WC
2132
Weil Company
California
$262K -$1.19M -11,531 -83%
SWM
2133
Sterling Wealth Management
Illinois
$262K +$248K +2,396 New
SLG
2134
Stanley-Laman Group
Pennsylvania
$261K +$22.3K +216 +10%
GC
2135
GFG Capital
Florida
$261K -$9.51K -92 -4%
DCM
2136
Davidson Capital Management
Texas
$261K -$4.86M -46,994 -95%
BZWA
2137
Blue Zone Wealth Advisors
California
$259K +$7.13K +69 +3%
SCM
2138
Seascape Capital Management
New Hampshire
$259K
FC
2139
Forte Capital
New York
$259K -$126K -1,216 -34%
RWM
2140
Revisor Wealth Management
Ohio
$259K -$43.8K -424 -16%
OL
2141
one8zero8 LLC
North Carolina
$258K +$83.8K +811 +52%
IHWM
2142
Iron Horse Wealth Management
Iowa
$258K
E3F
2143
Eight 31 Financial
Texas
$256K +$1.55K +15 +0.6%
AFA
2144
Antonelli Financial Advisors
Michigan
$256K -$460K -4,452 -66%
WB
2145
West Bancorporation
Iowa
$255K
LWM
2146
LeConte Wealth Management
Tennessee
$255K
GM
2147
GeoWealth Management
Illinois
$255K -$688K -6,659 -74%
AWM
2148
Aberdeen Wealth Management
Illinois
$255K
CWM
2149
Concentrum Wealth Management
California
$255K -$2.47M -23,915 -91%
IFS
2150
Ifrah Financial Services
Arkansas
$254K -$16.7K -162 -7%

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.