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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
Cerity Partners
26
Cerity Partners
New York
$481M +$33.9M +294,549 +8%
PPFA
27
Provida Pension Fund Administrator
Chile
$459M +$104M +907,420 +31%
RFC
28
Regions Financial Corp
Alabama
$455M +$3.8M +33,019 +0.9%
KeyBank National Association
29
KeyBank National Association
Ohio
$449M -$6.5M -56,552 -1%
WANY
30
Wealthspire Advisors (New York)
New York
$441M +$1.92M +16,736 +0.5%
AA
31
Acorns Advisers
California
$412M +$14.1M +122,669 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$410M -$32M -278,529 -7%
CAM
33
Cresset Asset Management
Illinois
$369M +$11.7M +101,603 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$354M +$14.8M +128,435 +5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$317M +$93M +808,308 +44%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$289M -$5.18M -45,067 -2%
AA
37
Alesco Advisors
New York
$277M -$3.14M -27,266 -1%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$272M -$45.4M -394,545 -15%
VFA
39
Valeo Financial Advisors
Indiana
$271M +$4M +34,802 +2%
CCA
40
Catalyst Capital Advisors
New York
$262M -$19.7M -171,580 -7%
MRC
41
Millburn Ridgefield Corp
New York
$262M -$19.7M -171,580 -7%
CWM
42
Circle Wealth Management
New Jersey
$250M +$282K +2,454 +0.1%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$240M +$3.63M +31,556 +2%
MCM
44
MAI Capital Management
Ohio
$239M -$2.1M -18,246 -0.9%
HNB
45
Huntington National Bank
Ohio
$228M
Mariner
46
Mariner
Kansas
$206M -$946K -8,222 -0.5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$202M -$614K -5,337 -0.3%
HTC
48
Haverford Trust Company
Pennsylvania
$201M -$2.35M -20,436 -1%
Stifel Financial
49
Stifel Financial
Missouri
$195M +$5.55M +48,280 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$193M +$28.7M +249,664 +18%

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.