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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
CW
801
CreativeOne Wealth
Kansas
$4.52M -$536K -4,657 -11%
LKWM
802
Lee-Kelleher Wealth Management
Maryland
$4.51M +$210K +1,827 +5%
PBO
803
Peoples Bank (Ohio)
Ohio
$4.51M -$136K -1,184 -3%
CBA
804
Coastal Bridge Advisors
Connecticut
$4.49M +$171K +1,489 +4%
UFAC
805
Urban Financial Advisory Corp
Illinois
$4.48M +$38.8K +337 +0.9%
GMA
806
Glassy Mountain Advisors
Maryland
$4.48M -$36.9K -321 -0.8%
SSWM
807
Sheets Smith Wealth Management
North Carolina
$4.47M -$59.2K -515 -1%
MPCA
808
Madison Park Capital Advisors
Washington
$4.46M -$38.8K -337 -0.9%
LFP
809
Lakeshore Financial Planning
Michigan
$4.45M +$161K +1,396 +4%
IAS
810
IMA Advisory Services
Colorado
$4.44M +$132K +1,147 +3%
MFG
811
Midwest Financial Group
Kansas
$4.43M +$45.4K +395 +1%
ST
812
Spinnaker Trust
Maine
$4.41M -$22.8K -198 -0.5%
VCA
813
Verdence Capital Advisors
Maryland
$4.41M +$2.35M +20,397 +128%
FIA
814
Foundations Investment Advisors
Arizona
$4.4M -$791K -6,875 -16%
MUAMU
815
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.4M -$460K -4,000 -10%
PIA
816
Perennial Investment Advisors
California
$4.38M +$92.8K +807 +2%
LSIA
817
LaSalle St. Investment Advisors
Illinois
$4.37M +$190K +1,655 +5%
SMA
818
Sage Mountain Advisors
Georgia
$4.37M -$575 -5 -0%
EWM
819
Evercore Wealth Management
New York
$4.36M +$11.5K +100 +0.3%
GWS
820
Greykasell Wealth Strategies
California
$4.34M +$33.9K +295 +0.8%
GWP
821
Gateway Wealth Partners
Wisconsin
$4.34M +$30K +261 +0.7%
MCI
822
MRP Capital Investments
Georgia
$4.32M -$299K -2,600 -6%
SPFA
823
Summit Place Financial Advisors
New Jersey
$4.32M +$150K +1,300 +4%
MAFA
824
MJT & Associates Financial Advisory
Minnesota
$4.31M -$1.63M -14,177 -28%
RFG
825
RFP Financial Group
Georgia
$4.3M -$214K -1,864 -5%

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.