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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
VFPW
726
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.45M -$147K -1,274 -3%
CCA
727
Coign Capital Advisors
Utah
$5.43M -$232K -2,014 -4%
RA
728
Resolute Advisors
California
$5.38M +$99.5K +865 +2%
CPC
729
Consolidated Planning Corp
Georgia
$5.37M -$135K -1,177 -3%
BA
730
Bellwether Advisors
Nebraska
$5.37M -$8.97K -78 -0.2%
CG
731
Curat Global
New Hampshire
$5.33M +$150K +1,306 +3%
SW
732
Solidarity Wealth
Utah
$5.33M +$364K +3,167 +8%
AFM
733
Aspetuck Financial Management
Connecticut
$5.32M -$16.2K -141 -0.3%
WCFA
734
Walkner Condon Financial Advisors
Wisconsin
$5.29M +$824K +7,166 +19%
PWW
735
Pettyjohn Wood & White
Virginia
$5.29M -$104K -906 -2%
National Bank of Canada
736
National Bank of Canada
Quebec, Canada
$5.29M +$716K +6,222 +16%
PWPS
737
Pinnacle Wealth Planning Services
Ohio
$5.28M +$2.32M +20,204 +83%
WPW
738
Waldron Private Wealth
Pennsylvania
$5.28M +$1.15M +10,030 +29%
EFL
739
ERn Financial LLC
Wisconsin
$5.28M -$502K -4,364 -9%
NCM
740
Next Capital Management
New York
$5.24M +$712K +6,189 +16%
CFIA
741
Cantor Fitzgerald Investment Advisors
New York
$5.24M +$93.4K +812 +2%
NEAM
742
New England Asset Management
Connecticut
$5.24M +$3.53M +30,705 +229%
CA
743
Capital Advantage
California
$5.24M -$29.2K -254 -0.6%
BCM
744
Brookstone Capital Management
Illinois
$5.24M +$110K +957 +2%
MA
745
Montag & Associates
Georgia
$5.23M -$1.02M -8,887 -17%
MCM
746
MidAtlantic Capital Management
Virginia
$5.22M -$16.7K -145 -0.3%
MC
747
Middleton & Co
Massachusetts
$5.2M -$575 -5 -0%
CIA
748
Choate Investment Advisors
Massachusetts
$5.18M -$2.07M -18,017 -29%
BIA
749
Bigelow Investment Advisors
Maine
$5.18M -$1.58M -13,741 -24%
SOADOR
750
State of Alaska Department of Revenue
Alaska
$5.15M +$3.45M +30,037 +226%

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.