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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
GS
201
GTS Securities
New York
$30.9M +$29.3M +283,015 New
AWA
202
Amplius Wealth Advisors
Pennsylvania
$30.9M -$4.73M -45,715 -14%
Squarepoint
203
Squarepoint
New York
$30.8M +$3.39M +32,781 +13%
FFB
204
First Financial Bankshares
Texas
$30.6M +$3.93M +38,047 +16%
FFBTD
205
First Financial Bank - Trust Division
Ohio
$30.5M -$2.94M -28,451 -9%
GBT
206
Grove Bank & Trust
Florida
$30.4M -$3.36M -32,457 -10%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.2M +$17.4M +168,658 +156%
HI
208
Hudock Inc
Pennsylvania
$30M -$821K -7,941 -3%
WAM
209
Wallington Asset Management
Indiana
$29.9M +$279K +2,700 +1%
RFA
210
RTD Financial Advisors
Pennsylvania
$29.9M -$213K -2,060 -0.7%
DADC
211
D.A. Davidson & Co
Montana
$29.8M +$249K +2,413 +0.9%
PS
212
Principal Securities
Iowa
$29.3M -$6.17M -59,703 -18%
Lido Advisors
213
Lido Advisors
California
$28.9M -$1.55M -14,951 -5%
CFP
214
Catalyst Financial Partners
Massachusetts
$28.8M +$696K +6,736 +3%
PA
215
Pinnacle Associates
New York
$28.8M +$112K +1,083 +0.4%
FEG
216
Financial Enhancement Group
Indiana
$28.1M +$25.8M +249,136 New
ASN
217
Advisory Services Network
Georgia
$27.9M -$4.5M -43,533 -15%
FA
218
Fountainhead AM
New Jersey
$27.9M -$4.53M -43,817 -15%
HW
219
Hancock Whitney
Mississippi
$27.6M +$3.13M +30,278 +14%
MW
220
MBL Wealth
North Carolina
$27.5M +$760K +7,357 +3%
RCA
221
Resonant Capital Advisors
Wisconsin
$27.3M +$201K +1,941 +0.8%
HWM
222
HB Wealth Management
Georgia
$27.2M -$29.3M -283,327 -53%
CIA
223
Capital Investment Advisors
Georgia
$27.1M -$1.31M -12,712 -5%
CFG
224
Citizens Financial Group
Rhode Island
$26.8M +$5.41M +52,329 +27%
MWP
225
Madison Wealth Partners
Wisconsin
$26.8M +$3.04M +29,403 +14%

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.