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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
SPIA
51
Steward Partners Investment Advisory
New York
$182M +$95.1M +827,232 +117%
MGIA
52
Moneta Group Investment Advisors
Missouri
$176M +$2.01M +17,434 +1%
MFIM
53
Mesirow Financial Investment Management
Illinois
$176M +$4.94M +42,948 +3%
MWM
54
Modera Wealth Management
New Jersey
$172M -$633K -5,506 -0.4%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$170M -$3.32M -28,886 -2%
State Street
56
State Street
Massachusetts
$162M +$57.7M +501,407 +58%
BIM
57
Bridges Investment Management
Nebraska
$154M -$17.6M -153,285 -11%
Creative Planning
58
Creative Planning
Kansas
$151M -$1.39M -12,070 -0.9%
CCMG
59
Clark Capital Management Group
Pennsylvania
$150M +$1.85M +16,098 +1%
Corient Private Wealth
60
Corient Private Wealth
Florida
$150M +$73M +634,950 +58%
AF
61
Allworth Financial
California
$146M +$4.29M +37,333 +3%
MML Investors Services
62
MML Investors Services
Massachusetts
$144M -$2.45M -21,341 -2%
FMII
63
Farmers & Merchants Investments Inc
Nebraska
$137M +$3.1M +26,965 +2%
Comerica Bank
64
Comerica Bank
Texas
$136M +$2.36M +20,508 +2%
UCFA
65
United Capital Financial Advisors
Texas
$129M -$3.7M -32,151 -3%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$129M +$78.1M +679,403 +168%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$127M +$15.3M +132,878 +14%
NFA
68
Nationwide Fund Advisors
Ohio
$126M -$4.5M -39,103 -4%
M&T Bank
69
M&T Bank
New York
$118M -$6.07M -52,790 -5%
Franklin Resources
70
Franklin Resources
California
$116M +$3.7M +32,139 +3%
AssetMark Inc
71
AssetMark Inc
California
$110M -$5.61M -48,751 -5%
AIM
72
Acropolis Investment Management
Missouri
$107M +$6.64M +57,755 +6%
AUB
73
Atlantic Union Bankshares
Virginia
$106M +$475K +4,133 +0.5%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$106M +$5.31M +46,207 +5%
MAWA
75
Moss Adams Wealth Advisors
Washington
$101M +$10.5M +91,552 +12%

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,619 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.