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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
SW
776
Simplicity Wealth
New Jersey
$4.79M -$1M -8,714 -18%
KCM
777
Kanawha Capital Management
Virginia
$4.78M -$77.3K -672 -2%
Betterment LLC
778
Betterment LLC
New York
$4.75M -$71.4K -621 -2%
GSB
779
Greenfield Savings Bank
Massachusetts
$4.74M +$17.5K +152 +0.4%
CAM
780
Campion Asset Management
Virginia
$4.74M +$103K +897 +2%
PIMJS
781
PKO Investment Management Joint-Stock
Poland
$4.73M
CTA
782
Colonial Trust Advisors
South Carolina
$4.73M +$406K +3,534 +10%
AWM
783
Avior Wealth Management
Nebraska
$4.68M -$183K -1,594 -4%
TCG
784
Transcendent Capital Group
Oklahoma
$4.67M +$598K +5,203 +15%
WFAG
785
Wescott Financial Advisory Group
Pennsylvania
$4.63M +$13.1K +114 +0.3%
SAG
786
SageView Advisory Group
California
$4.6M -$228K -1,986 -5%
CPRC
787
Consolidated Portfolio Review Corp
New York
$4.59M -$60.1K -523 -1%
EA
788
Emerald Advisors
Washington
$4.59M +$318K +2,765 +8%
WPC
789
Wedmont Private Capital
Pennsylvania
$4.58M -$387K -3,367 -8%
PAG
790
Private Advisory Group
Washington
$4.58M -$284K -2,467 -6%
EW
791
Elyxium Wealth
California
$4.57M -$989K -8,601 -18%
SOS
792
Silver Oak Securities
Tennessee
$4.57M -$61.3K -533 -1%
ASW
793
Astoria Strategic Wealth
Texas
$4.55M +$955K +8,301 +28%
HH
794
Hilltop Holdings
Texas
$4.55M +$117K +1,016 +3%
PAM
795
Palisade Asset Management
Minnesota
$4.54M +$185K +1,605 +4%
MCA
796
Magnolia Capital Advisors
Mississippi
$4.53M +$362K +3,149 +9%
CPSC
797
Carl P. Sherr & Co
Massachusetts
$4.53M +$49.9K +434 +1%
LFAS
798
Level Four Advisory Services
Texas
$4.52M +$253K +2,200 +6%
MA
799
Mutual Advisors
Nebraska
$4.52M +$167K +1,451 +4%
SIAM
800
Sterling Investment Advisors (Missouri)
Missouri
$4.52M -$566K -4,923 -11%

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.