We are live on ! Find out more
IJR icon

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
RDWM
2226
Red Door Wealth Management
Tennessee
$222K +$6.2K +60 +3%
FTUS
2227
Flow Traders U.S.
New York
$221K +$209K +2,022 New
HFS
2228
Hughes Financial Services
Virginia
$219K -$770K -7,446 -79%
VCM
2229
Versant Capital Management
Arizona
$218K +$37.4K +362 +22%
HWM
2230
Hemington Wealth Management
Virginia
$218K +$207 +2 +0.1%
SF
2231
Slagle Financial
Illinois
$217K +$205K +1,982 New
QP
2232
Quartz Partners
New York
$217K -$69.2K -669 -25%
MCA
2233
Maryland Capital Advisors
Maryland
$216K
CSB
2234
City State Bank
Iowa
$216K -$37.7K -365 -16%
FMTCOCP
2235
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$216K
HWMO
2236
Heritage Wealth Management (Ohio)
Ohio
$215K -$1.24K -12 -0.6%
SP
2237
Stablepoint Partners
Massachusetts
$215K +$1.34K +13 +0.7%
CWS
2238
Cypress Wealth Services
California
$215K -$152K -1,466 -43%
ZIG
2239
Zullo Investment Group
Pennsylvania
$215K -$7.75K -75 -4%
BWP
2240
Bernardo Wealth Planning
Pennsylvania
$214K -$22K -213 -10%
LA
2241
LM Advisors
California
$214K
GIA
2242
Goodwin Investment Advisory
Georgia
$214K -$310 -3 -0.2%
KNW
2243
Kesler Norman & Wride
Utah
$214K +$202K +1,957 New
LF
2244
LifePlan Financial
Minnesota
$213K +$201K +1,948 New
JLBC
2245
J.L. Bainbridge & Co
Florida
$213K
4WM
2246
4J Wealth Management
Virginia
$213K -$35.1K -340 -15%
SWGC
2247
Summit Wealth Group (Colorado)
Colorado
$212K +$201K +1,942 New
AWP
2248
Ascent Wealth Partners
New York
$212K -$29.5K -285 -13%
TCOTS
2249
Trust Company of the South
North Carolina
$212K
BEC
2250
Blue Edge Capital
Virginia
$212K -$3.52K -34 -2%

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.