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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
1WM
676
1900 Wealth Management
Texas
$6.26M +$142K +1,233 +2%
BWCS
677
Beirne Wealth Consulting Services
Connecticut
$6.26M +$51.1K +444 +0.9%
AI
678
Atria Investments
North Carolina
$6.23M -$605K -5,258 -9%
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.22M -$705K -6,130 -10%
TD Asset Management
680
TD Asset Management
Ontario, Canada
$6.21M +$238K +2,068 +4%
GC
681
Garde Capital
Washington
$6.2M +$32.2K +280 +0.5%
MBT
682
Montecito Bank & Trust
California
$6.19M +$5.99M +52,114 New
MFS
683
McNamara Financial Services
Massachusetts
$6.17M +$172K +1,495 +3%
CB
684
Commerce Bank
Missouri
$6.16M +$14.4K +125 +0.2%
ALA
685
Atlas Legacy Advisors
California
$6.16M -$383K -3,330 -6%
AP
686
Aspect Partners
Virginia
$6.13M +$275K +2,395 +5%
NAM
687
NTV Asset Management
West Virginia
$6.11M -$110K -955 -2%
AL
688
Aspiriant LLC
California
$6.1M +$297K +2,584 +5%
AF
689
AtlasMark Financial
Texas
$6.08M +$590K +5,126 +11%
IFG
690
Independent Financial Group
California
$6.07M -$120K -1,047 -2%
HBT
691
Hills Bank & Trust
Iowa
$6.07M -$526K -4,572 -8%
EWP
692
Elevation Wealth Partners
California
$6.06M -$111K -968 -2%
NCM
693
Noesis Capital Mangement
Florida
$6.05M -$181K -1,574 -3%
AFG
694
Arkansas Financial Group
Arkansas
$6.04M -$705K -6,128 -11%
CA
695
Clune & Associates
Illinois
$6.04M +$79.7K +693 +1%
RBC
696
Romano Brothers & Co
Illinois
$6.03M -$230 -2 -0%
HFRG
697
Houlihan Financial Resource Group
Virginia
$6.01M -$6.58M -57,253 -53%
NL
698
NWAM LLC
Washington
$6M -$129K -1,124 -2%
GSC
699
G&S Capital
Colorado
$5.98M +$161K +1,401 +3%
SFS
700
Sowell Financial Services
Arkansas
$5.96M -$98.7K -858 -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.