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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
ANB
2201
Amarillo National Bank
Texas
$232K
CAM
2202
CPA Asset Management
Florida
$231K
BPCE
2203
Bank Pictet & Cie (Europe)
Germany
$231K
HBCM
2204
Heron Bay Capital Management
Michigan
$230K -$9.23M -89,332 -98%
HFS
2205
Heritage Financial Services
Massachusetts
$230K +$1.24K +12 +0.6%
IIA
2206
ICW Investment Advisors
Arizona
$230K -$1.96K -19 -0.9%
CPA
2207
Compass Planning Associates
Massachusetts
$230K +$41.3K +400 +23%
FPWM
2208
FSB Premier Wealth Management
Iowa
$229K +$217K +2,099 New
LWM
2209
LongView Wealth Management
Georgia
$229K -$59.6K -577 -22%
JIR
2210
James Investment Research
Ohio
$228K -$834K -8,066 -79%
KFA
2211
Kapstone Financial Advisors
Ohio
$228K
ACS
2212
Archford Capital Strategies
Illinois
$228K -$342K -3,311 -61%
GFA
2213
Gallagher Fiduciary Advisors
Illinois
$227K -$2.58K -25 -1%
EA
2214
Eclectic Associates
California
$226K
MFWP
2215
Mosaic Family Wealth Partners
Missouri
$226K -$39.1K -378 -15%
TMWM
2216
Taylor & Morgan Wealth Management
Michigan
$225K +$213K +2,060 New
PP
2217
PDS Planning
Ohio
$225K -$1.76K -17 -0.8%
FP
2218
Fiduciary Planning
Florida
$224K
LAM
2219
L2 Asset Management
Massachusetts
$224K +$212K +2,051 New
LWA
2220
Lantern Wealth Advisors
New York
$224K +$211K +2,045 New
PTP
2221
Platform Technology Partners
New York
$223K +$211K +2,042 New
TF
2222
Tenon Financial
New Jersey
$223K
LA
2223
Legacy Advisors
Pennsylvania
$222K -$19.8M -191,454 -89%
NA
2224
Novus Advisors
South Carolina
$222K -$48.7K -471 -19%
RIP
2225
Reliant Investment Partners
North Carolina
$222K

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.