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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
CB
2176
Chris Bulman
California
$242K
BIG
2177
Brooklyn Investment Group
New York
$241K +$111K +1,078 +96%
PBF
2178
Petix & Botte Financial
California
$241K
RCM
2179
Richardson Capital Management
Wisconsin
$240K -$2.17K -21 -0.9%
EFG
2180
Everhart Financial Group
Ohio
$239K +$3.52K +34 +2%
BOSSRA
2181
B.O.S.S. Retirement Advisors
Utah
$238K -$21K -203 -9%
IWS
2182
Integrity Wealth Solutions
Colorado
$238K +$1.86K +18 +0.8%
PG
2183
Patten Group
Tennessee
$238K -$100K -970 -31%
NHC
2184
Nicholas Hoffman & Company
Georgia
$238K +$1.65K +16 +0.7%
CCA
2185
Cypress Capital Advisors
Tennessee
$237K -$1.45K -14 -0.6%
BMC
2186
Beaton Management Company
Massachusetts
$237K -$2.58K -25 -1%
HGWM
2187
Horst & Graben Wealth Management
Oregon
$236K -$13.5K -131 -6%
4A
2188
4Wealth Advisors
Illinois
$236K +$223K +2,162 New
MWM
2189
MY Wealth Management
Maryland
$236K -$8.79K -85 -4%
PAM
2190
Pegasus Asset Management
New York
$236K -$97.7K -945 -30%
NWA
2191
Navis Wealth Advisors
New York
$235K +$103 +1 +0%
MHR
2192
Matthew Hamilton Rosenberg
$235K -$26.8K -259 -11%
PCA
2193
Purkiss Capital Advisors
Connecticut
$235K +$222K +2,151 New
Fayez Sarofim & Co
2194
Fayez Sarofim & Co
Texas
$235K
CF
2195
Claris Financial
Virginia
$234K -$55.5K -537 -20%
SAW
2196
Signal Advisors Wealth
Michigan
$234K -$269K -2,598 -55%
DWM
2197
Dogwood Wealth Management
Kansas
$233K +$9.2K +89 +4%
SA
2198
SRH Advisors
Kansas
$233K
EWM
2199
Elevatus Welath Management
New York
$232K -$132K -1,274 -38%
AWMG
2200
ADG Wealth Management Group
Louisiana
$232K -$5.53M -53,493 -96%

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.