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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
NMG
2451
New Millennium Group
Utah
$16.4K
BCM
2452
Boreal Capital Management
Florida
$16.4K +$15.5K +150 New
MSFP
2453
Mark Sheptoff Financial Planning
Connecticut
$16.1K
FFA
2454
Frazier Financial Advisors
Ohio
$16K +$3.1K +30 +26%
KFO
2455
Kopp Family Office
Minnesota
$15.4K
PWS
2456
Peterson Wealth Services
Utah
$15.3K
HFS
2457
Hantz Financial Services
Michigan
$15K +$7.55K +73 +114%
VWWMG
2458
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K
BIM
2459
Breakwater Investment Management
Washington
$14.9K
LFA
2460
Legend Financial Advisors
Pennsylvania
$14.2K +$13.4K +130 New
RCM
2461
Raleigh Capital Management
North Carolina
$13.8K -$2.48K -24 -16%
FGC
2462
Financial Gravity Companies
Texas
$13.5K +$12.7K +123 New
ACA
2463
Atlas Capital Advisors
Wyoming
$12.3K -$14.1K -136 -55%
BPAMU
2464
BTG Pactual Asset Management US
New York
$11.8K +$11.2K +108 New
WA
2465
WPG Advisers
Maryland
$11.6K +$3.2K +31 +41%
APW
2466
Atlantic Private Wealth
North Carolina
$11.3K +$827 +8 +8%
TIM
2467
Total Investment Management
Arizona
$11.3K +$10.6K +103 New
CNBT
2468
Cornerstone National Bank & Trust
Illinois
$11.1K
FUBT
2469
First United Bank & Trust
Maryland
$10.4K
PAIM
2470
Punch & Associates Investment Management
Minnesota
$10.2K
PP
2471
PFS Partners
New Jersey
$9.47K +$103 +1 +1%
AWM
2472
AllSquare Wealth Management
New York
$9.4K
RMC
2473
Resources Management Corp
Connecticut
$9K
KPP
2474
Kings Path Partners
Texas
$8.96K -$11.4K -110 -57%
YAL
2475
Your Advocates Ltd
Texas
$8.96K -$3K -29 -26%

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.