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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
GWM
2426
Grand Wealth Management
Michigan
$28.7K
T
2427
Tidemark
California
$28.4K +$3.62K +35 +16%
RWM
2428
RMG Wealth Management
Wisconsin
$27.5K +$25.3K +245 New
RPA
2429
Redwood Park Advisors
California
$27.5K +$103 +1 +0.4%
MMCM
2430
Murphy & Mullick Capital Management
New York
$27.3K -$10.3K -100 -29%
PFSC
2431
Peoples Financial Services Corp
Pennsylvania
$27.3K
AIM
2432
Arcadia Investment Management
Michigan
$27K -$3.41K -33 -12%
EPW
2433
Evergreen Private Wealth
Colorado
$26.1K
FCMT
2434
Founders Capital Management (Texas)
Texas
$26K +$103 +1 +0.4%
FRA
2435
Front Row Advisors
California
$25.7K -$2.07K -20 -8%
SRCM
2436
Signature Resources Capital Management
California
$24.9K -$2.17K -21 -8%
NWM
2437
Nova Wealth Management
Florida
$24.2K +$12.5K +121 +121%
DF
2438
DecisionPoint Financial
Arizona
$23.7K
HWA
2439
Heritage Wealth Advisors
Virginia
$22.8K
AIC
2440
Archer Investment Corporation
Indiana
$22.3K -$620 -6 -3%
IRC
2441
Investors Research Corp
Georgia
$22.3K
OAJ
2442
Ogorek Anthony Joseph
New York
$22K -$10.2K -99 -33%
FMB
2443
Field & Main Bank
Kentucky
$21.9K
SCA
2444
Stuart Chaussee & Associates
California
$20.4K
SHF
2445
Safe Harbor Fiduciary
Florida
$19.5K +$18.4K +178 New
DAM
2446
Delta Asset Management
Tennessee
$18.8K
TCM
2447
Tradewinds Capital Management
Washington
$18.6K +$4.65K +45 +36%
MDCM
2448
Morgan Dempsey Capital Management
Wisconsin
$17.7K +$16.7K +162 New
GPFA
2449
Game Plan Financial Advisors
Ohio
$16.8K
NEWAS
2450
N.E.W. Advisory Services
Wisconsin
$16.7K -$11.8K -114 -43%

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.