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iShares Core S&P Small-Cap ETF

2,522 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 995 increasing their positions, 1,061 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 88

43% more call options, than puts

Call options by funds: $58M | Put options by funds: $40.7M

10% more capital invested

Capital invested by funds: $57.3B → $62.8B (+$5.45B)

1% more funds holding

Funds holding: 2,5032,522 (+19)

0.74% more ownership

Funds ownership: 72.43%73.16% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 301300 (-1)

6% less repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 1,061

Holders
2,522
Holders Change
+19
Holders Change %
+0.76%
% of All Funds
33.1%
Holding in Top 10
300
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.33%
% of All Funds
3.94%
New
151
Increased
995
Reduced
1,061
Closed
88
Calls
$58M
Puts
$40.7M
Net Calls
+$17.3M
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Citizens Financial Group
Rhode Island
$28.4M -$684K -5,949 -2%
RRA
227
Round Rock Advisors
Connecticut
$28.3M +$1.49M +12,980 +6%
BHWM
228
Bar Harbor Wealth Management
New Hampshire
$28.1M +$85.3K +742 +0.3%
AWA
229
Alaska Wealth Advisors
Alaska
$27.8M +$1.12M +9,744 +4%
NQWM
230
Northwest Quadrant Wealth Management
Oregon
$27.5M -$19.4M -168,900 -42%
HL
231
HeadInvest LLC
Maine
$27.2M -$267K -2,319 -1%
FFB
232
First Financial Bankshares
Texas
$27.1M -$5.91M -51,355 -18%
PWAM
233
Private Wealth Asset Management
Iowa
$27.1M +$444K +3,863 +2%
DADC
234
D.A. Davidson & Co
Montana
$27M -$5.17M -44,944 -16%
JAG
235
Journey Advisory Group
Kentucky
$26.7M +$117K +1,013 +0.5%
LA
236
Legacy Advisors
Pennsylvania
$26.7M +$23M +200,260 +824%
FMC
237
First Merchants Corp
Indiana
$26.6M -$515K -4,478 -2%
CAI
238
Capital Advisors Inc
Oklahoma
$26.6M +$666K +5,795 +3%
CMA
239
Cedar Mountain Advisors
Oregon
$26.5M -$43.2K -376 -0.2%
ATPW
240
Ashton Thomas Private Wealth
Arizona
$26.5M +$5.24M +45,561 +26%
WIA
241
World Investment Advisors
California
$26.5M +$767K +6,667 +3%
RCAG
242
Rehmann Capital Advisory Group
Michigan
$26.4M +$1.01M +8,769 +4%
ODG
243
O'Dell Group
Ohio
$26.3M +$4.02M +34,955 +19%
NP
244
NorthRock Partners
Minnesota
$26.2M +$22.5M +196,029 +814%
T
245
TrueFG
Texas
$25.6M +$423K +3,676 +2%
PWM
246
Proathlete Wealth Management
Florida
$25.5M +$997K +8,665 +4%
MT
247
Midwest Trust
Kansas
$25.5M -$2M -17,408 -8%
ETS
248
ESL Trust Services
New York
$25.4M -$685K -5,960 -3%
BWM
249
Baron Wealth Management
Michigan
$25.3M -$132K -1,144 -0.5%
BHIA
250
Birch Hill Investment Advisors
Massachusetts
$25.1M -$3.33M -28,989 -12%

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2025, worth a combined $62.8B — up 9.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new IJR positions and 88 closed out — a net gain of 63 holders — while 995 added to existing stakes and 1,061 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.45B. The largest seller was First Command Advisory Services, cutting an estimated $317M.

  • 2,522 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2025, up from 2,503 in Q2 2025.
  • Funds reported $62.8B of iShares Core S&P Small-Cap ETF stock for Q3 2025, up 9.5% quarter-over-quarter.
  • 151 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2025 and 88 closed out, a net change of +63 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $1.45B added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q3 2025 was First Command Advisory Services, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2025.