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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
BWP
401
Burling Wealth Partners
Illinois
$14.4M -$690K -5,997 -5%
FBT
402
First Bank & Trust
South Dakota
$14.4M -$726K -6,315 -5%
SC
403
SouthState Corp
Florida
$14.2M -$2.97M -25,796 -18%
ETC
404
Exchange Traded Concepts
Oklahoma
$14.2M -$478K -4,152 -3%
IAG
405
Investment Advisory Group
Massachusetts
$14.2M +$215K +1,870 +2%
RIA
406
Regal Investment Advisors
Michigan
$14.2M -$158K -1,377 -1%
WJA
407
Willis Johnson & Associates
Texas
$14.1M -$11M -95,943 -45%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$14.1M +$13.2M +114,863 +3,089%
NCM
409
Neumann Capital Management
California
$14M -$141K -1,225 -1%
MSA
410
Marino Stram & Associates
Massachusetts
$13.9M -$148K -1,291 -1%
MWM
411
Modern Wealth Management
Kansas
$13.9M -$1.09M -9,445 -7%
NA
412
Nottingham Advisors
New York
$13.8M -$121K -1,049 -0.9%
FF
413
Francis Financial
$13.8M +$383K +3,330 +3%
RA
414
Riversedge Advisors
Delaware
$13.7M +$1.33M +11,543 +11%
Legal & General Group
415
Legal & General Group
United Kingdom
$13.7M +$1.17M +10,203 +10%
CB
416
Community Bank
New York
$13.7M -$81.8K -711 -0.6%
NPF
417
Norris Perne & French
Michigan
$13.7M +$282K +2,455 +2%
IWM
418
Inlight Wealth Management
Georgia
$13.7M +$701K +6,093 +5%
FHA
419
Flagship Harbor Advisors
Massachusetts
$13.6M +$4.42M +38,416 +50%
LGWM
420
Litman Gregory Wealth Management
California
$13.6M -$1.79M -15,598 -12%
LA
421
LVW Advisors
New York
$13.5M +$197K +1,715 +2%
PG
422
Proffitt & Goodson
Tennessee
$13.4M -$525K -4,568 -4%
ST
423
Sageworth Trust
Pennsylvania
$13.4M -$946K -8,229 -7%
VBFG
424
Vishria Bird Financial Group
Tennessee
$13.3M -$32.4K -282 -0.3%
EWM
425
Empirical Wealth Management
Washington
$13.3M +$1.17M +10,185 +10%

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.