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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
CI Investments Inc
2526
CI Investments Inc
Ontario, Canada
-$63.3M -579,566 Closed
Squarepoint
2527
Squarepoint
New York
-$32.4M -281,665 Closed
MP
2528
Mangrove Partners
Connecticut
-$25.5M -232,878 Closed
HSBC Holdings
2529
HSBC Holdings
United Kingdom
-$20M -182,927 Closed
UBS AM
2530
UBS AM
Illinois
-$16.4M -150,000 Closed
TI
2531
Tidal Investments
Wisconsin
-$16.1M -146,914 Closed
EFS
2532
Econ Financial Services
Pennsylvania
-$11.8M -108,200 Closed
FAIM
2533
Financial Advocates Investment Management
Washington
-$11.6M -105,945 Closed
RAM
2534
RedJay Asset Management
Ontario, Canada
-$9.84M -90,000 Closed
Millennium Management
2535
Millennium Management
New York
-$9.48M -86,715 Closed
SA
2536
SoundView Advisors
Washington
-$9.41M -86,117 Closed
MSA
2537
Mason Street Advisors
Wisconsin
-$4.66M -42,600 Closed
KFBMI
2538
Kentucky Farm Bureau Mutual Insurance
Kentucky
-$4.37M -40,000 Closed
FIM
2539
Freedom Investment Management
Connecticut
-$3.26M -29,847 Closed
GCA
2540
Gallagher Capital Advisors
Texas
-$2.72M -24,164 Closed
SPI
2541
Santori & Peters Inc
Pennsylvania
-$2.54M -23,234 Closed
1M
2542
1248 Management
Missouri
-$2.53M -23,128 Closed
DL
2543
DOHJ LLC
Washington
-$2.19M -22,388 Closed
SLFPAM
2544
St. Louis Financial Planners Asset Management
Missouri
-$2.1M -19,239 Closed
AGP
2545
Autumn Glory Partners
Texas
-$2.08M -19,013 Closed
EGM
2546
Engineers Gate Manager
New York
-$1.71M -15,682 Closed
SXL
2547
Summit X LLC
Missouri
-$1.22M -11,189 Closed
PWMG
2548
Pinnacle Wealth Management Group
Michigan
-$1.07M -9,765 Closed
PFT
2549
Providence First Trust
Arizona
-$835K -7,641 Closed
VIA
2550
Victrix Investment Advisors
Florida
-$830K -7,593 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.