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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
SFI
576
SPC Financial Inc
Maryland
$8.28M +$188K +1,636 +2%
KP
577
Keel Point
Alabama
$8.2M -$1.05M -9,162 -12%
CI
578
CX Institutional
Indiana
$8.2M +$515K +4,478 +7%
HHWM
579
Hiley Hunt Wealth Management
Nebraska
$8.19M +$267K +2,320 +3%
SCTC
580
Sanibel Captiva Trust Company
Florida
$8.16M +$1.53M +13,327 +24%
NF
581
Nikulski Financial
Iowa
$8.15M -$228K -1,982 -3%
MWM
582
Mascoma Wealth Management
New Hampshire
$8.12M -$149K -1,292 -2%
AC
583
Asio Capital
Kentucky
$8.07M -$3.16M -27,452 -29%
COPPSERS
584
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.05M +$2.97M +25,837 +62%
NGA
585
Naples Global Advisors
Florida
$8.04M +$292K +2,535 +4%
PL
586
Polianta Ltd
Jersey
$8.03M +$7.77M +67,600 New
ACB
587
Aristotle Capital Boston
Massachusetts
$8M -$26.6K -231 -0.3%
TSWM
588
Triangle Securities Wealth Management
North Carolina
$7.92M +$255K +2,215 +3%
PFS
589
Prospera Financial Services
Texas
$7.9M +$111K +969 +1%
VRM
590
Vectors Research Management
New York
$7.88M -$347K -3,021 -4%
MWM
591
MTC Wealth Management
Florida
$7.88M -$114K -991 -1%
SIA
592
Soltis Investment Advisors
Utah
$7.83M +$114K +990 +2%
AQR Capital Management
593
AQR Capital Management
Connecticut
$7.81M +$5.25M +45,615 +227%
MF
594
Meridian Financial
Massachusetts
$7.8M -$248K -2,159 -3%
EFA
595
Evernest Financial Advisors
Indiana
$7.79M -$86.4K -751 -1%
SW
596
SkyOak Wealth
Michigan
$7.72M -$118K -1,023 -2%
AMM
597
American Money Management
California
$7.71M -$4.6K -40 -0.1%
HCP
598
Holt Capital Partners
Texas
$7.68M +$117K +1,016 +2%
EF
599
Empowered Funds
Pennsylvania
$7.68M +$6.29M +54,657 +549%
DWT
600
Dorsey & Whitney Trust
South Dakota
$7.66M -$121K -1,054 -2%

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.