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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
RSWM
501
Robertson Stephens Wealth Management
California
$10.5M +$1.26M +10,988 +14%
TH
502
TCTC Holdings
Texas
$10.5M +$447K +3,887 +5%
WWM
503
Waterway Wealth Management
Texas
$10.5M +$76.8K +668 +0.7%
NFG
504
Nations Financial Group
Iowa
$10.5M -$43.1K -375 -0.4%
MYIA
505
Mount Yale Investment Advisors
Colorado
$10.5M +$5.83M +50,664 +136%
CNB
506
Camden National Bank
Maine
$10.4M +$515K +4,480 +5%
RA
507
RFG Advisory
Alabama
$10.3M +$2.18M +18,985 +28%
ET
508
Equitable Trust
Tennessee
$10.2M -$2.88K -25 -0%
MBI
509
May Barnhard Investments
Maryland
$10.2M -$545K -4,740 -5%
EFG
510
Embree Financial Group
Illinois
$10.2M -$1.37M -11,920 -12%
GWM
511
Global Wealth Management
New Jersey
$10.1M -$264K -2,293 -3%
PFA
512
Pettinga Financial Advisors
Indiana
$10.1M -$608K -5,289 -6%
IA
513
IFS Advisors
Kansas
$10M +$2.53K +22 +0%
BHBT
514
Burke & Herbert Bank & Trust
Virginia
$10M -$920 -8 -0%
HWM
515
HighMark Wealth Management
Minnesota
$10M -$289K -2,511 -3%
FHC
516
First Horizon Corporation
Tennessee
$10M +$9.69M +84,228 New
Retirement Systems of Alabama
517
Retirement Systems of Alabama
Alabama
$9.94M +$15.8K +137 +0.2%
HAC
518
Harbor Advisory Corp
New Hampshire
$9.94M +$584K +5,074 +6%
CWM
519
CCG Wealth Management
California
$9.89M +$293K +2,547 +3%
FA
520
FDx Advisors
Illinois
$9.86M +$3.25M +28,287 +51%
PVAMC
521
PPS&V Asset Management Consultants
Michigan
$9.82M +$329K +2,861 +4%
MWM
522
Magnolia Wealth Management
Alabama
$9.79M +$169K +1,466 +2%
SWA
523
Sax Wealth Advisors
New Jersey
$9.77M -$929K -8,080 -9%
JWBC
524
J.W. Burns & Co
New York
$9.71M +$734K +6,379 +8%
BFS
525
Burkett Financial Services
South Carolina
$9.69M +$344K +2,991 +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.