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iShares Core S&P Small-Cap ETF

2,505 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, 1,177 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 (+$16.5M)

0.18% less ownership

Funds ownership: 72.61%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5302,505 (-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: 1,177

Holders
2,505
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.97%
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
1,177
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
HHGA
2351
Halbert Hargrove Global Advisors
California
$94.1K -$7.13K -69 -7%
CAWM
2352
Capital A Wealth Management
Pennsylvania
$91.7K +$87.6K +847 New
SHIM
2353
Stone House Investment Management
Pennsylvania
$91K +$7.55K +73 +10%
MBFW
2354
Morton Brown Family Wealth
Pennsylvania
$90.1K -$3.31K -32 -4%
RFA
2355
Reyes Financial Architecture
California
$90.1K
BFP
2356
Briaud Financial Planning
Texas
$90K
EP
2357
Essential Partners
California
$87.8K +$83K +803 New
WTFG
2358
Wood Tarver Financial Group
Idaho
$87K -$5.17K -50 -6%
DPW
2359
DiNuzzo Private Wealth
Pennsylvania
$85.2K
JFG
2360
JDM Financial Group
Texas
$83.3K
T
2361
Transce3nd
Texas
$81.3K -$2.17K -21 -3%
BCV
2362
Banque Cantonale Vaudoise
Switzerland
$81K
GWM
2363
Gitterman Wealth Management
New Jersey
$78.7K +$74.4K +720 New
EWA
2364
Elevate Wealth Advisory
Georgia
$78.1K +$62.4K +604 +544%
LI
2365
LRI Investments
Florida
$77.7K +$103 +1 +0.1%
NRWA
2366
North Ridge Wealth Advisors
Oregon
$76.5K
GA
2367
GoalVest Advisory
New York
$76.4K -$100K -967 -58%
GWSA
2368
Global Wealth Strategies & Associates
Colorado
$75.4K -$59.7K -578 -46%
BTD
2369
BankPlus Trust Department
Mississippi
$74.1K -$41.3K -400 -37%
NRG
2370
Nemes Rush Group
Michigan
$73.7K +$6.1K +59 +10%
FIM
2371
FWL Investment Management
Texas
$71.7K -$41.7K -403 -38%
HBW
2372
Hazlett, Burt & Watson
West Virginia
$70K -$1.45K -14 -2%
MJRIC
2373
Mogy Joel R Investment Counsel
California
$69.7K
BDPWM
2374
Barnes Dennig Private Wealth Management
Ohio
$69.7K +$66K +638 New
EPAM
2375
Evelyn Partners Asset Management
$69.4K

IJR Hedge Fund Activity: Q2 2025 in Review

2,505 of the 7,598 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 1,177 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $409M.

  • 2,505 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,530 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.