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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
WC
2576
Weil Company
California
-$262K -2,396 Closed
LWM
2577
LeConte Wealth Management
Tennessee
-$255K -2,333 Closed
PNC
2578
Park National Corp
Ohio
-$251K -2,299 Closed
Fayez Sarofim & Co
2579
Fayez Sarofim & Co
Texas
-$235K -2,146 Closed
BPCE
2580
Bank Pictet & Cie (Europe)
Germany
-$231K -2,110 Closed
CPA
2581
Compass Planning Associates
Massachusetts
-$230K -2,103 Closed
DWM
2582
Dogwood Wealth Management
Kansas
-$233K -2,080 Closed
LAM
2583
L2 Asset Management
Massachusetts
-$224K -2,051 Closed
LWA
2584
Lantern Wealth Advisors
New York
-$224K -2,045 Closed
NA
2585
Novus Advisors
South Carolina
-$222K -2,031 Closed
FTUS
2586
Flow Traders U.S.
New York
-$221K -2,022 Closed
KNW
2587
Kesler Norman & Wride
Utah
-$214K -1,957 Closed
SWGC
2588
Summit Wealth Group (Colorado)
Colorado
-$212K -1,942 Closed
NWM
2589
Northwest Wealth Management
Iowa
-$208K -1,899 Closed
GLA
2590
Great Lakes Advisors
Illinois
-$201K -1,839 Closed
BCMLT
2591
Beacon Capital Management LLC (Tennessee)
Tennessee
-$197K -1,802 Closed
TPWA
2592
Twin Peaks Wealth Advisors
California
-$184K -1,606 Closed
HT
2593
Headlands Technologies
Illinois
-$160K -1,466 Closed
WWMSC
2594
Wagner Wealth Management (South Carolina)
South Carolina
-$157K -1,435 Closed
Fuller & Thaler Asset Management
2595
Fuller & Thaler Asset Management
California
-$141K -1,286 Closed
IWA
2596
Icon Wealth Advisors
Texas
-$101K -920 Closed
DCM
2597
Disciplina Capital Management
Tennessee
-$100K -919 Closed
MM
2598
Main Management
California
-$99K -905 Closed
BFP
2599
Briaud Financial Planning
Texas
-$90K -832 Closed
WTFG
2600
Wood Tarver Financial Group
Idaho
-$87K -802 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.