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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
STA
476
Summit Trail Advisors
New York
$11.3M +$63.8K +555 +0.6%
NLWP
477
Next Level Wealth Planning
Idaho
$11.2M +$690K +5,997 +7%
EWM
478
Evermay Wealth Management
Virginia
$11.2M -$226K -1,962 -2%
PA
479
Parallel Advisors
California
$11.2M +$1.04M +9,000 +11%
CL
480
Choreo LLC
Illinois
$11.1M -$62.7K -545 -0.6%
BNP Paribas Financial Markets
481
BNP Paribas Financial Markets
France
$11.1M -$4.42M -38,402 -29%
CWA
482
Canvas Wealth Advisors
Kansas
$11.1M +$351K +3,053 +3%
CCM
483
Condor Capital Management
New Jersey
$11M -$161K -1,402 -1%
TWP
484
TFO Wealth Partners
Ohio
$11M +$8.17K +71 +0.1%
GSIS
485
Global Strategic Investment Solutions
Arizona
$11M -$18.3K -159 -0.2%
CIAS
486
Capital Investment Advisory Services
North Carolina
$11M +$2.71M +23,579 +34%
FG
487
Fiduciary Group
Georgia
$10.9M -$151K -1,316 -1%
IA
488
IFP Advisors
Florida
$10.7M +$164K +1,423 +2%
SFG
489
Somnio Financial Group
Connecticut
$10.7M +$197K +1,711 +2%
RWS
490
Rochester Wealth Strategies
Michigan
$10.7M +$150K +1,304 +1%
TDWM
491
Topel & Distasi Wealth Management
California
$10.7M +$280K +2,435 +3%
KPWG
492
KFA Private Wealth Group
Virginia
$10.7M -$99.9K -869 -1%
CSIC
493
Clifford Swan Investment Counsel
California
$10.7M +$632K +5,496 +7%
CT
494
Caldwell Trust
Florida
$10.6M -$56.2K -489 -0.5%
BWIA
495
Bryant Woods Investment Advisors
New York
$10.6M +$124K +1,081 +1%
SDAM
496
Shulman DeMeo Asset Management
New York
$10.5M +$27.9K +243 +0.3%
IWMA
497
Ironwood Wealth Management (Arizona)
Arizona
$10.5M +$900K +7,827 +10%
BFA
498
Bright Financial Advisors
Michigan
$10.5M -$122K -1,064 -1%
HR
499
Howe & Rusling
New York
$10.5M +$189K +1,641 +2%
FCP
500
Fidelis Capital Partners
Florida
$10.5M +$285K +2,481 +3%

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.