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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
TFA
2401
Toth Financial Advisory
Virginia
$44.7K +$3.31K +32 +8%
GK
2402
Graney & King
New York
$44.7K +$1.14K +11 +3%
BAM
2403
Bellevue Asset Management
Washington
$43.9K +$103 +1 +0.3%
RF
2404
Robinswood Financial
Washington
$42K +$103 +1 +0.3%
CMP
2405
Coston McIsaac & Partners
Maine
$42K
MEG
2406
Millstone Evans Group
Colorado
$41K -$8.06K -78 -17%
PCTC
2407
Perkins Coie Trust Company
Washington
$40.7K +$8.89K +86 +30%
NWM
2408
Navigoe Wealth Management
California
$40K -$2.89K -28 -7%
MS
2409
Marshall & Sullivan
Washington
$38.4K +$36.3K +351 New
RA
2410
Rise Advisors
New York
$38.3K -$10.9K -105 -23%
WAM
2411
WFA Asset Management
Wisconsin
$35.2K
PK
2412
Pflug Koory
Nebraska
$34.6K +$103 +1 +0.3%
ATC
2413
Advantage Trust Company
Kansas
$33.6K
KWM
2414
Kiker Wealth Management
Georgia
$32.7K -$106K -1,030 -78%
RTC
2415
Riverview Trust Company
Washington
$32.5K
SN
2416
Sittner & Nelson
Oregon
$31.9K
CMBA
2417
C.M. Bidwell & Associates
Hawaii
$31.8K
BCPWM
2418
Bradley & Co Private Wealth Management
Florida
$31.7K
PA
2419
Pineridge Advisors
Missouri
$30.8K -$103 -1 -0.4%
MDA
2420
Minot DeBlois Advisors
Massachusetts
$30.3K
BC
2421
Bulwark Capital
Florida
$29.7K +$28.1K +272 New
CAM
2422
Clarity Asset Management
Iowa
$29.6K +$2.38K +23 +9%
CW
2423
Curio Wealth
Maryland
$29.5K +$27.8K +269 +26,900%
C
2424
Covestor
United Kingdom
$29K +$13.1K +127 +92%
HI
2425
Hoey Investments
Pennsylvania
$28.9K -$413 -4 -1%

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.