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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
TTIC
2501
Tower Trust & Investment Company
Iowa
$4.75K
MNA
2502
Manning & Napier Advisors
New York
$4.75K +$4.6K +40 New
GA
2503
Guerra Advisors
Florida
$3.8K +$3.68K +32 New
FFWM
2504
Future Financial Wealth Management
Ohio
$3.56K
KG
2505
Kilter Group
New York
$3.33K -$2.3K -20 -42%
GG
2506
Gleason Group
Kentucky
$3.33K +$3.22K +28 New
HFM
2507
Hartford Financial Management
Connecticut
$3.01K -$397K -3,453 -99%
SC
2508
Swan Capital
Florida
$2.97K
EDRH
2509
Edmond de Rothschild Holding
Switzerland
$2.85K
PP
2510
Pingora Partners
Wyoming
$2.73K
MFG
2511
Mendota Financial Group
Wisconsin
$2.14K
PMIM
2512
Prudent Man Investment Management
Colorado
$2.07K
NCM
2513
Northwest Capital Management
Oregon
$2.02K
HB
2514
Horizon Bancorp
Indiana
$2K -$150K -1,300 -99%
FFA
2515
Frazier Financial Advisors
Ohio
$1.9K -$15.1K -131 -89%
TRCT
2516
Tower Research Capital (TRC)
New York
$1.54K -$1.14M -9,891 -100%
PC
2517
Promus Capital
Illinois
$1.47K
APW
2518
Aventura Private Wealth
Florida
$1.43K -$5.87K -51 -81%
IF
2519
Integrity Financial
Wyoming
$1.31K
MAM
2520
Morse Asset Management
Connecticut
$951
LCOV
2521
London Company of Virginia
Virginia
$493 -$690 -6 -60%
NECFA
2522
New England Capital Financial Advisors
Connecticut
$238
DRP
2523
Decker Retirement Planning
Utah
$238 +$230 +2 New
RWS
2524
Retirement Wealth Solutions
Wisconsin
$188
SGDR
2525
SPX Gestao de Recursos
Brazil
-$86.1M -787,565 Closed

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,619 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.