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
WG
2276
Welch Group
Alabama
$201K +$190K +1,840 New
MFG
2277
MidWestOne Financial Group
Iowa
$201K +$190K +1,840 New
MCCP
2278
Mission Creek Capital Partners
California
$201K +$190K +1,840 New
GLA
2279
Great Lakes Advisors
Illinois
$201K -$122K -1,177 -39%
LCG
2280
Lakeshore Capital Group
Illinois
$201K +$190K +1,837 New
IP
2281
Investment Partners
Ohio
$201K +$190K +1,835 New
HP
2282
Hilltop Partners
Indiana
$200K +$190K +1,834 New
MPIA
2283
Milestones Private Investment Advisors
New York
$200K +$189K +1,830 New
JC
2284
Jacobs & Co
California
$200K +$190K +1,836 New
FFC
2285
First Financial Corp
Indiana
$199K
BCMLT
2286
Beacon Capital Management LLC (Tennessee)
Tennessee
$197K -$53.9K -521 -22%
Schroder Investment Management Group
2287
Schroder Investment Management Group
United Kingdom
$197K
MCM
2288
Manchester Capital Management
Vermont
$197K
FG
2289
Fairman Group
Pennsylvania
$196K -$51.6K -499 -22%
IRAG
2290
Investment Research & Advisory Group
Georgia
$194K +$103 +1 +0.1%
CVM
2291
Cheviot Value Management
California
$188K
HNW
2292
High Note Wealth
Minnesota
$186K
Group One Trading
2293
Group One Trading
Illinois
$186K +$176K +1,699 New
TPWA
2294
Twin Peaks Wealth Advisors
California
$184K +$166K +1,606 New
TWM
2295
Topsail Wealth Management
North Carolina
$183K +$207 +2 +0.1%
GWP
2296
Gen-Wealth Partners
Michigan
$180K -$28.5K -276 -14%
MWM
2297
MGB Wealth Management
Texas
$178K +$25.8K +250 +18%
BA
2298
Ballast Advisors
Minnesota
$175K -$14.5K -140 -8%
IBOK
2299
Independence Bank of Kentucky
Kentucky
$175K -$10.9K -105 -6%
Kayne Anderson Rudnick Investment Management
2300
Kayne Anderson Rudnick Investment Management
California
$173K -$69.9K -676 -30%

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.