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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
RTL
2301
Red Tortoise LLC
Georgia
$169K
JGIA
2302
Jackson Grant Investment Advisers
Connecticut
$168K
AP
2303
Atwood & Palmer
Missouri
$164K +$16.5K +160 +12%
CIA
2304
Cape Investment Advisory
Georgia
$161K -$552K -5,338 -78%
HT
2305
Headlands Technologies
Illinois
$160K +$129K +1,251 +582%
WWMSC
2306
Wagner Wealth Management (South Carolina)
South Carolina
$157K
CFS
2307
CGC Financial Services
Oregon
$147K
LWMI
2308
Legacy Wealth Management (Idaho)
Idaho
$145K -$42.7K -413 -24%
LIS
2309
Legacy Investment Solutions
Idaho
$145K +$137K +1,323 New
LC
2310
Lavaca Capital
Texas
$144K +$51.7K +500 +61%
HB
2311
Horizon Bancorp
Indiana
$144K +$134K +1,300 +8,667%
Fuller & Thaler Asset Management
2312
Fuller & Thaler Asset Management
California
$141K +$131K +1,269 +7,465%
CCMI
2313
Creative Capital Management Investments
California
$139K -$41.3K -400 -24%
GIP
2314
Granite Investment Partners
California
$139K
RIA
2315
Realta Investment Advisors
Delaware
$137K -$80.2K -776 -38%
ICM
2316
Islay Capital Management
Texas
$135K -$26.4K -255 -17%
OIA
2317
Optimum Investment Advisors
Illinois
$134K
TAM
2318
Tucker Asset Management
Colorado
$131K -$201K -1,944 -62%
DWM
2319
Darwin Wealth Management
Florida
$131K -$19.4K -188 -14%
GTAM
2320
Global Trust Asset Management
Florida
$131K -$407K -3,941 -77%
RFA
2321
Register Financial Advisors
Georgia
$124K -$8.58K -83 -7%
SFC
2322
SYM Financial Corp
Indiana
$124K +$56.8K +549 +94%
BHWM
2323
Beaird Harris Wealth Management
Texas
$121K +$49K +474 +74%
AT
2324
Avalon Trust
New Mexico
$121K +$114K +1,103 New
SC
2325
Stephens Consulting
Michigan
$119K +$55.1K +533 +95%

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.