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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
DCM
2151
Dudley Capital Management
Virginia
$253K -$1.79M -17,320 -88%
CPCM
2152
Cardinal Point Capital Management
Ontario, Canada
$252K -$43.9K -425 -16%
MA
2153
MJP Associates
Connecticut
$252K +$26.5K +256 +12%
SWA
2154
SFMG Wealth Advisors
Texas
$252K -$2.69K -26 -1%
PNC
2155
Park National Corp
Ohio
$251K +$238K +2,299 New
SAM
2156
Strategy Asset Managers
California
$251K -$26.4K -255 -10%
SGI
2157
Summit Global Investments
Utah
$251K +$237K +2,297 New
PIFP
2158
Partners in Financial Planning
Virginia
$251K -$56.9K -550 -19%
DBRC
2159
D.B. Root & Company
Pennsylvania
$250K -$17.2K -166 -7%
VAMG
2160
Voisard Asset Management Group
Michigan
$250K +$3.83K +37 +2%
FNB
2161
Farmers National Bank
Kentucky
$250K -$18.2K -176 -7%
NIWA
2162
New Insight Wealth Advisors
California
$250K -$13.7K -133 -5%
EL
2163
EQ LLC
Washington
$250K -$1.18M -11,396 -83%
SPWG
2164
Syntegra Private Wealth Group
Missouri
$248K +$235K +2,273 New
BIG
2165
Brookwood Investment Group
Arizona
$247K -$55.4K -536 -19%
RW
2166
REDW Wealth
New Mexico
$247K -$6.72K -65 -3%
GF
2167
Gimbal Financial
Indiana
$247K
RA
2168
Ruggaard & Associates
Ohio
$246K -$250K -2,417 -52%
PWP
2169
Phillips Wealth Planners
Mississippi
$245K +$226K +2,190 New
PP
2170
Patron Partners
Texas
$245K
GC
2171
Guidance Capital
Kentucky
$244K -$7.24K -70 -3%
SCM
2172
Schnieders Capital Management
California
$244K +$3.93K +38 +2%
D
2173
Dentgroup
Louisiana
$244K -$140K -1,358 -38%
MFS
2174
Madrona Financial Services
Washington
$242K +$103 +1 +0%
TWP
2175
Tempus Wealth Planning
California
$242K -$8.79K -85 -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.