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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
FGAM
2476
Financial Gravity Asset Management
Texas
$14.1K +$13.7K +119 New
MSFP
2477
Mark Sheptoff Financial Planning
Connecticut
$13K -$4.37K -38 -26%
PP
2478
PFS Partners
New Jersey
$12.8K +$2.42K +21 +24%
CFP
2479
Comprehensive Financial Planning
Pennsylvania
$12.7K -$99.5K -865 -89%
APW
2480
Atlantic Private Wealth
North Carolina
$12.3K +$115 +1 +1%
CNBT
2481
Cornerstone National Bank & Trust
Illinois
$12.1K
BPAMU
2482
BTG Pactual Asset Management US
New York
$11.8K
FUBT
2483
First United Bank & Trust
Maryland
$11.3K
PAIM
2484
Punch & Associates Investment Management
Minnesota
$11.3K +$230 +2 +2%
CYG
2485
Clean Yield Group
Vermont
$10.3K +$10K +87 New
SAM
2486
Strive Asset Management
Ohio
$10.3K +$10K +87 New
AWM
2487
AllSquare Wealth Management
New York
$10.2K
RMC
2488
Resources Management Corp
Connecticut
$10K
KPP
2489
Kings Path Partners
Texas
$9.74K
CSC
2490
Caldwell Sutter Capital
California
$9.39K
1IA
2491
1620 Investment Advisors
Massachusetts
$9.27K
TPBG
2492
Turning Point Benefit Group
Maryland
$8.94K -$392K -3,407 -98%
CSPIA
2493
Cary Street Partners Investment Advisory
Virginia
$8.08K -$805 -7 -9%
PIP
2494
Peachtree Investment Partners
Florida
$7.96K
GCM
2495
Gables Capital Management
Florida
$7.13K
CCM
2496
Cloud Capital Management
Washington
$7K +$7.36K +64 New
EWM
2497
Evolution Wealth Management
Florida
$6.42K -$920 -8 -13%
MSWM
2498
Mowery & Schoenfeld Wealth Management
Illinois
$6.25K
LC
2499
Luminist Capital
Michigan
$5.96K
BAM
2500
Byrne Asset Management
New Jersey
$5.7K

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.