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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
MFA
2326
Morling Financial Advisors
California
$119K
NC
2327
North Capital
Utah
$119K
EK
2328
Evensky & Katz
Florida
$117K -$11K -106 -9%
AA
2329
Addison Advisors
Vermont
$115K
LWA
2330
Lowe Wealth Advisors
Maryland
$113K
CCG
2331
Ceeto Capital Group
Florida
$113K
MSWA
2332
Marshall & Sterling Wealth Advisors
New York
$112K -$1.93M -18,713 -95%
HWA
2333
HHM Wealth Advisors
Tennessee
$112K
LCM
2334
Logan Capital Management
Pennsylvania
$109K -$11.6K -112 -10%
CFP
2335
Comprehensive Financial Planning
Pennsylvania
$106K +$310 +3 +0.3%
MIM
2336
MTM Investment Management
South Carolina
$105K +$103 +1 +0.1%
RWML
2337
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$105K
AIA
2338
Armor Investment Advisors
North Carolina
$105K
APW
2339
Acima Private Wealth
Virginia
$104K
OSNBOA
2340
Old Second National Bank of Aurora
Illinois
$101K -$120K -1,160 -56%
IWA
2341
Icon Wealth Advisors
Texas
$101K +$95.1K +920 New
DCM
2342
Disciplina Capital Management
Tennessee
$100K
AGWCA
2343
Annis Gardner Whiting Capital Advisors
Florida
$100K -$14.3K -138 -13%
WPA
2344
Wealth Preservation Advisors
Tennessee
$99.3K -$43.1K -417 -31%
MM
2345
Main Management
California
$99K -$17.9K -173 -16%
EPIME
2346
Evelyn Partners Investment Management (Europe)
$98.4K
PFG
2347
Premier Financial Group
California
$95.4K +$86.8K +840 New
POIA
2348
Pin Oak Investment Advisors
Texas
$95K
PP
2349
Pacifica Partners
Canada
$94.7K -$10.3K -100 -10%
HHGA
2350
Halbert Hargrove Global Advisors
California
$94.1K -$7.13K -69 -7%

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.