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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
FC
2251
FCA Corp
Texas
$211K
VWA
2252
Valued Wealth Advisors
Utah
$210K +$1.24K +12 +0.6%
FI
2253
Financial Insights
Washington
$209K +$198K +1,912 New
CCG
2254
Catalina Capital Group
California
$208K -$7.65K -74 -4%
WQ
2255
Wealth Quarterback
New Jersey
$208K -$89.7K -868 -31%
BFC
2256
Blue Fin Capital
Rhode Island
$208K +$196K +1,900 New
NWM
2257
Northwest Wealth Management
Iowa
$208K +$196K +1,899 New
FFP
2258
Frisco Financial Planning
Texas
$207K +$3.72K +36 +2%
OHIS
2259
Oak Harvest Investment Services
Texas
$207K +$196K +1,892 New
KCP
2260
Kera Capital Partners
California
$206K +$195K +1,887 New
NIM
2261
Nicollet Investment Management
Minnesota
$206K +$195K +1,885 New
PWS
2262
Proactive Wealth Strategies
Georgia
$206K +$195K +1,885 New
JSA
2263
Jim Saulnier & Associates
Colorado
$206K +$195K +1,882 New
PSB
2264
Piscataqua Savings Bank
New Hampshire
$205K +$102K +983 +111%
LB
2265
Legacy Bridge
Iowa
$204K
SO
2266
Sierra Ocean
California
$204K -$21.7K -210 -10%
WW
2267
Waterfront Wealth
Kansas
$204K +$193K +1,869 New
TWM
2268
Tanager Wealth Management
United Kingdom
$204K +$193K +1,868 New
HC
2269
Hamilton Capital
Ohio
$204K +$193K +1,865 New
NPAN
2270
Northeast Planning Associates NH
New Hampshire
$204K -$8.79K -85 -4%
WLPWM
2271
Walled Lake Planning & Wealth Management
Illinois
$203K +$192K +1,859 New
ISFAN
2272
Investor's Fiduciary Advisor Network
Washington
$203K +$192K +1,861 New
NSAM
2273
North Star Asset Management
Wisconsin
$202K +$191K +1,851 New
MCM
2274
Morton Capital Management
California
$202K -$9.61K -93 -5%
AWM
2275
Arista Wealth Management
Nevada
$202K +$191K +1,848 New

IJR Hedge Fund Activity: Q2 2025 in Review

2,504 of the 7,597 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.