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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
FWA
2376
Flagship Wealth Advisors
Massachusetts
$69.4K
CFG
2377
Chapman Financial Group
Hawaii
$68.6K +$64.9K +628 New
AEPWM
2378
Atlantic Edge Private Wealth Management
Florida
$67.3K -$208K -2,011 -77%
RFG
2379
REAP Financial Group
Texas
$66.1K +$4.75K +46 +8%
WAG
2380
Windsor Advisory Group
Ohio
$64.4K +$17K +164 +39%
FWM
2381
FSA Wealth Management
Massachusetts
$62.3K
HWP
2382
Highline Wealth Partners
California
$59.7K +$54.5K +527 +2,635%
BMC
2383
Bear Mountain Capital
Washington
$59.6K
WBC
2384
West Branch Capital
Massachusetts
$59K -$15.5K -150 -22%
NFSG
2385
Newbridge Financial Services Group
Florida
$57.6K -$20.3K -196 -27%
MAS
2386
MPWM Advisory Solutions
Georgia
$55.8K +$7.34K +71 +16%
W
2387
WealthCollab
Washington
$54.9K
MWA
2388
Moser Wealth Advisors
Washington
$54.6K -$56.3K -545 -52%
FC
2389
Fairscale Capital
New Hampshire
$54.6K
WAS
2390
Winch Advisory Services
Wisconsin
$54.3K
CICI
2391
Capital Investment Counsel Inc
North Carolina
$54.2K
CFS
2392
Compass Financial Services
Iowa
$52.5K +$103 +1 +0.2%
VWA
2393
VSM Wealth Advisory
Maryland
$51.8K -$3.41K -33 -7%
NSG
2394
Nalls Sherbakoff Group
Tennessee
$51.8K +$207 +2 +0.4%
PSFG
2395
Park Square Financial Group
Georgia
$50.9K -$19.9K -193 -29%
QWM
2396
Quaker Wealth Management
New Jersey
$49.4K +$46.7K +452 New
EA
2397
Evolution Advisers
Virginia
$48K
HIW
2398
Holos Integrated Wealth
Pennsylvania
$46.6K -$17.4K -168 -29%
CTB
2399
Country Trust Bank
Illinois
$45.6K -$46.5K -450 -52%
FNWA
2400
Financial Network Wealth Advisors
Utah
$44.8K -$1.65K -16 -4%

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.