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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
SIC
601
Sterling Investment Counsel
New York
$7.66M +$2.56M +22,296 +53%
MMA
602
Miracle Mile Advisors
California
$7.65M -$760K -6,607 -9%
SB
603
Strategic Blueprint
Georgia
$7.64M -$1.04M -9,035 -12%
HSA
604
HBK Sorce Advisory
Pennsylvania
$7.58M -$2.3K -20 -0%
TA
605
TKG Advisors
Indiana
$7.52M -$31.7K -276 -0.4%
QCM
606
Quantinno Capital Management
New York
$7.5M +$2.72M +23,664 +60%
MNBTD
607
Moody National Bank Trust Division
Texas
$7.5M
NWA
608
New World Advisors
Massachusetts
$7.46M +$258K +2,239 +4%
LWMNY
609
Landmark Wealth Management (New York)
New York
$7.44M -$141K -1,230 -2%
BIA
610
Bell Investment Advisors
California
$7.44M -$140K -1,213 -2%
OHWP
611
Oak Harbor Wealth Partners
North Carolina
$7.42M +$272K +2,361 +4%
AP
612
Americana Partners
Texas
$7.4M +$86.6K +753 +1%
TGAM
613
TBH Global Asset Management
Tennessee
$7.39M +$7.15M +62,156 New
WPIC
614
White Pine Investment Company
Michigan
$7.35M -$97.1K -844 -1%
TWC
615
TD Waterhouse Canada
Ontario, Canada
$7.33M +$188K +1,636 +3%
IAN
616
Integrated Advisors Network
Texas
$7.31M -$58.9K -512 -0.8%
CA
617
Cumberland Advisors
Florida
$7.29M -$6.33K -55 -0.1%
NBWM
618
North Berkeley Wealth Management
California
$7.27M +$5.15M +44,775 +272%
MHC
619
May Hill Capital
Massachusetts
$7.27M -$281K -2,440 -4%
SAS
620
Sage Advisory Services
Texas
$7.24M +$3.36M +29,214 +92%
CPSAC
621
Chas P. Smith & Associates (CPS)
Florida
$7.19M -$2.33M -20,234 -25%
SWA
622
Serenus Wealth Advisors
California
$7.18M -$396K -3,440 -5%
AWP
623
Accretive Wealth Partners
New Jersey
$7.17M +$167K +1,448 +2%
CIAS
624
CFS Investment Advisory Services
New Jersey
$7.15M +$91.2K +793 +1%
PWM
625
Provident Wealth Management
Tennessee
$7.14M +$72.7K +632 +1%

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.