We are live on ! Find out more
IJR icon

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
VAM
2551
Verity Asset Management
North Carolina
-$818K -7,485 Closed
MPW
2552
MASECO Private Wealth
-$755K -6,905 Closed
SFG
2553
Sather Financial Group
Texas
-$729K -6,670 Closed
ACM
2554
AlphaStar Capital Management
North Carolina
-$627K -5,734 Closed
CIBC Asset Management
2555
CIBC Asset Management
Ontario, Canada
-$616K -5,634 Closed
AAP
2556
Arax Advisory Partners
Colorado
-$1.03M -5,189 Closed
IWA
2557
IBEX Wealth Advisors
New Jersey
-$562K -5,138 Closed
FMTC
2558
Farmers & Merchants Trust Company
California
-$558K -5,102 Closed
OAS
2559
Optivise Advisory Services
Tennessee
-$532K -4,864 Closed
BCM
2560
Bluefin Capital Management
New York
-$528K -4,832 Closed
BWM
2561
Brown Wealth Management
Illinois
-$495K -4,526 Closed
NFG
2562
Nadler Financial Group
Illinois
-$415K -3,796 Closed
LMKC
2563
L.M. Kohn & Company
Ohio
-$411K -3,765 Closed
NCM
2564
Novare Capital Management
North Carolina
-$398K -3,645 Closed
Tudor Investment Corp
2565
Tudor Investment Corp
Connecticut
-$378K -3,462 Closed
TI
2566
Trexquant Investment
Connecticut
-$369K -3,378 Closed
3AM
2567
3EDGE Asset Management
Florida
-$361K -3,302 Closed
CAMV
2568
Concord Asset Management (Virginia)
Virginia
-$356K -3,261 Closed
SCM
2569
Sollinda Capital Management
Florida
-$333K -3,047 Closed
PWM
2570
Palumbo Wealth Management
New York
-$329K -3,011 Closed
PCG
2571
Prosperity Consulting Group
Maryland
-$323K -2,959 Closed
CW
2572
Channel Wealth
California
-$302K -2,759 Closed
NWAG
2573
Net Worth Advisory Group
Utah
-$292K -2,673 Closed
PWM
2574
Paulson Wealth Management
Illinois
-$283K -2,592 Closed
TA
2575
TrueWealth Advisors
Alabama
-$272K -2,485 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.