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iShares Core S&P Small-Cap ETF

2,504 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, 1,176 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 (+$16.4M)

0.18% less ownership

Funds ownership: 72.6%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5292,504 (-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: 1,176

Holders
2,504
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.96%
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
1,176
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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.51B +$233M +2,252,323 +6%
Bank of America
2
Bank of America
North Carolina
$3.49B -$106M -1,027,152 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.98B -$58.7M -568,058 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.84B -$102M -990,462 -6%
Wells Fargo
5
Wells Fargo
California
$1.8B -$71.8M -694,556 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.79B -$409M -3,958,903 -19%
LPL Financial
7
LPL Financial
California
$1.78B +$37.9M +366,885 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$1.53B -$11.9M -114,798 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.36B -$69.1M -667,998 -5%
UBS Group
10
UBS Group
Switzerland
$1.09B -$62.1M -600,746 -6%
Financial Engines Advisors
11
Financial Engines Advisors
California
$1.06B +$96.1M +929,795 +11%
Northern Trust
12
Northern Trust
Illinois
$1.03B -$22.2M -214,350 -2%
FCAS
13
First Command Advisory Services
Texas
$1B +$22M +213,218 +2%
BlackRock
14
BlackRock
New York
$912M +$10.5M +101,687 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$877M -$7.83M -75,708 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$770M -$20.6M -199,356 -3%
Goldman Sachs
17
Goldman Sachs
New York
$672M -$321M -3,103,587 -34%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$660M -$39.3M -379,818 -6%
Ameriprise
19
Ameriprise
Minnesota
$602M +$11.7M +112,747 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$599M -$19.3M -186,436 -3%
US Bancorp
21
US Bancorp
Minnesota
$549M -$13.6M -131,872 -3%
GIM
22
Glenmede Investment Management
Pennsylvania
$547M +$517M +5,005,104 New
KeyBank National Association
23
KeyBank National Association
Ohio
$419M +$3.62M +35,013 +0.9%
RFC
24
Regions Financial Corp
Alabama
$415M +$20.7M +200,213 +6%
Cerity Partners
25
Cerity Partners
New York
$410M +$131M +1,265,540 +51%

IJR Hedge Fund Activity: Q2 2025 in Review

2,504 of the 7,596 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 1,176 trimmed.

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

  • 2,504 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,529 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.