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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
AA
376
Ancora Advisors
Ohio
$15.7M +$812K +7,057 +6%
HR
377
Hardy Reed
Mississippi
$15.7M
HCA
378
Heck Capital Advisors
Wisconsin
$15.6M -$637K -5,537 -4%
PMG
379
ProVise Management Group
Florida
$15.6M -$154K -1,337 -1%
MCC
380
Money Concepts Capital
Florida
$15.6M +$432K +3,757 +3%
CIA
381
Concurrent Investment Advisors
Florida
$15.5M -$325K -2,823 -2%
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$15.4M -$935K -8,133 -6%
TPCW
383
TD Private Client Wealth
New York
$15.3M -$1.09M -9,519 -7%
XF
384
XML Financial
Maryland
$15.3M -$157K -1,369 -1%
IF
385
Ironwood Financial
Arizona
$15.3M +$2.24M +19,479 +18%
TAM
386
Titleist Asset Management
Texas
$15.3M +$475K +4,129 +3%
GC
387
Grimes & Company
Massachusetts
$15.3M +$2.88K +25 +0%
Mirae Asset Global Investments
388
Mirae Asset Global Investments
South Korea
$15.2M +$1.38M +12,000 +10%
CA
389
Centerpoint Advisors
Massachusetts
$15.2M +$232K +2,013 +2%
LFS
390
Legacy Financial Strategies
Kansas
$15.2M -$3.93M -34,143 -21%
OFG
391
Omega Financial Group
California
$15.1M +$609K +5,296 +4%
VVP
392
Venture Visionary Partners
Ohio
$15.1M +$60.3K +524 +0.4%
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$15M +$72.6K +631 +0.5%
HIG
394
Heritage Investment Group
Florida
$14.8M +$987K +8,584 +7%
GPA
395
Guidance Point Advisors
Massachusetts
$14.7M -$665K -5,785 -4%
PCP
396
Panoramic Capital Partners
Oregon
$14.7M +$581K +5,054 +4%
B
397
Bailard
California
$14.6M -$179K -1,554 -1%
GGS
398
Galvin Gaustad & Stein
Arizona
$14.5M -$3.39M -29,503 -19%
BCI
399
Brinker Capital Investments
Pennsylvania
$14.5M -$474K -4,120 -3%
MFC
400
Morris Financial Concepts
South Carolina
$14.5M +$564K +4,904 +4%

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.