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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
BPA
351
Beacon Pointe Advisors
California
$17.4M +$322K +2,803 +2%
EWA
352
Encompass Wealth Advisors
Oregon
$17.2M +$369K +3,207 +2%
PCIA
353
Prime Capital Investment Advisors
Kansas
$17.2M -$261K -2,268 -2%
RWM
354
Ritholtz Wealth Management
New York
$17.2M +$355K +3,089 +2%
SCA
355
Southern Capital Advisors
Tennessee
$17.1M +$468K +4,067 +3%
PSIWM
356
Paradigm Strategies in Wealth Management
Minnesota
$17.1M -$312K -2,712 -2%
LC
357
LTG Capital
Massachusetts
$17.1M +$1.06M +9,231 +7%
JA
358
JVL Associates
Michigan
$16.9M -$750K -6,520 -4%
CA
359
Crewe Advisors
Utah
$16.9M +$603K +5,244 +4%
FA
360
Fiduciary Alliance
South Carolina
$16.9M +$1.28M +11,115 +9%
HAFG
361
Hansen & Associates Financial Group
California
$16.8M +$1.62M +14,082 New
OPPS
362
Obsidian Personal Planning Solutions
Maryland
$16.8M +$313K +2,722 +2%
LS
363
Liquid Strategies
Georgia
$16.8M +$2.18M +18,928 +16%
PAS
364
Park Avenue Securities
New York
$16.5M +$1.05M +9,148 +7%
SCM
365
SCS Capital Management
Massachusetts
$16.4M -$2.08M -18,087 -12%
AGA
366
Arkos Global Advisors
Texas
$16.4M +$154K +1,340 +1%
WF
367
Welch & Forbes
Massachusetts
$16.4M +$962K +8,361 +6%
AF
368
Apexium Financial
Texas
$16.3M -$138K -1,203 -0.9%
LP
369
LGL Partners
Pennsylvania
$16.3M -$129K -1,119 -0.8%
HW
370
HORAN Wealth
Ohio
$16.3M +$15M +130,502 +2,077%
Principal Financial Group
371
Principal Financial Group
Iowa
$16.1M -$5.87K -51 -0%
State of Tennessee, Department of Treasury
372
State of Tennessee, Department of Treasury
Tennessee
$16M -$51.8K -450 -0.3%
FW
373
Fairway Wealth
Ohio
$15.9M +$587K +5,108 +4%
Manulife (Manufacturers Life Insurance)
374
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M -$986K -8,569 -6%
VFG
375
Victory Financial Group
Texas
$15.8M -$161K -1,400 -1%

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.