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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
TCA
276
Trifecta Capital Advisors
Illinois
$22M -$195K -1,696 -0.9%
DCM
277
Dimension Capital Management
Florida
$21.8M -$987K -8,582 -4%
QCG
278
Quadrant Capital Group
Ohio
$21.8M -$505K -4,390 -2%
LFS
279
Lutz Financial Services
Nebraska
$21.4M +$192K +1,670 +0.9%
CWA
280
CJM Wealth Advisers
Virginia
$21.4M -$2.95M -25,684 -13%
AWM
281
Apollon Wealth Management
South Carolina
$21.3M +$323K +2,810 +2%
Two Sigma Investments
282
Two Sigma Investments
New York
$21.3M +$20.6M +178,979 New
ST
283
Smithfield Trust
Pennsylvania
$21.2M -$167K -1,456 -0.8%
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$21.1M -$66.8K -581 -0.3%
EW
285
Enzi Wealth
Texas
$21M -$177K -1,542 -0.9%
HG
286
Harbor Group
New Hampshire
$21M -$668K -5,805 -3%
CA
287
Cornerstone Advisory
Maryland
$21M -$959K -8,335 -5%
IWC
288
Integrated Wealth Concepts
Massachusetts
$20.9M +$84.8K +737 +0.4%
CGA
289
Crescent Grove Advisors
Illinois
$20.8M -$762K -6,624 -4%
TODC
290
Trustees of Dartmouth College
New Hampshire
$20.7M
FFW
291
Fusion Family Wealth
New York
$20.7M -$548K -4,768 -3%
SAM
292
Summit Asset Management
Tennessee
$20.6M +$56.1K +488 +0.3%
EAMA
293
EFG Asset Management (Americas)
Florida
$20.6M +$227K +1,970 +1%
CFA
294
CWS Financial Advisors
Michigan
$20.6M -$52.6K -457 -0.3%
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$20.6M +$818K +7,114 +4%
CCM
296
Cambridge Capital Management
Illinois
$20.5M +$777K +6,754 +4%
TCM
297
Twele Capital Management
Minnesota
$20.5M +$283K +2,459 +1%
PAS
298
PKS Advisory Services
New York
$20.5M +$104K +905 +0.5%
LIA
299
LBMC Investment Advisors
Tennessee
$20.4M +$2.01M +17,444 +11%
ECM
300
Evergreen Capital Management
Washington
$20.3M +$113K +985 +0.6%

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.