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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
WS
826
Wedbush Securities
California
$4.29M +$168K +1,459 +4%
LDB
827
Lee, Danner & Bass
Tennessee
$4.29M +$8.63K +75 +0.2%
WWM
828
Wolff Wiese Magana
California
$4.28M +$76K +661 +2%
FFG
829
Fortress Financial Group
Minnesota
$4.28M +$361K +3,142 +10%
RPGK
830
Retirement Planning Group (Kansas)
Kansas
$4.28M +$929K +8,076 +29%
SEI Investments
831
SEI Investments
Pennsylvania
$4.26M -$628K -5,463 -13%
WB
832
WesBanco Bank
West Virginia
$4.26M -$101K -880 -2%
AFO
833
Arrowroot Family Office
California
$4.25M +$154K +1,341 +4%
B
834
Birchbrook
Maine
$4.24M +$3.91K +34 +0.1%
IWP
835
Invenio Wealth Partners
Florida
$4.23M +$3.59M +31,212 +718%
BDF
836
Black Diamond Financial
Maryland
$4.22M +$1.47M +12,775 +56%
NPT
837
National Philanthropic Trust
Pennsylvania
$4.22M +$50.6K +440 +1%
WA
838
WBH Advisory
Maryland
$4.19M -$194K -1,683 -5%
CF
839
Conquis Financial
California
$4.16M +$10.5K +91 +0.3%
GPA
840
Garrison Point Advisors
California
$4.15M +$250K +2,175 +7%
DCM
841
Donaldson Capital Management
Indiana
$4.13M +$16.8K +146 +0.4%
HPC
842
HM Payson & Co
Maine
$4.13M +$23.5K +204 +0.6%
DJSG
843
D.J. St. Germain
Massachusetts
$4.12M +$227K +1,978 +6%
WS
844
Wela Strategies
Georgia
$4.12M -$101K -880 -2%
SSW
845
Smith Shellnut Wilson
Mississippi
$4.11M +$1.33M +11,524 +50%
WCM
846
Windsor Capital Management
Arizona
$4.11M -$56.6K -492 -1%
MAS
847
Meeder Advisory Services
Ohio
$4.11M +$168K +1,463 +4%
AAS
848
Annex Advisory Services
Wisconsin
$4.11M -$744K -6,470 -16%
JBW
849
Journey Beyond Wealth
Georgia
$4.09M -$222K -1,928 -5%
CT
850
Colonial Trust
South Carolina
$4.09M +$180K +1,566 +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.