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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
PWS
876
Precision Wealth Strategies
Missouri
$3.87M -$328K -2,850 -8%
KHC
877
Koesten Hirschmann & Crabtree
Kansas
$3.86M -$15.9K -138 -0.4%
PIAS
878
PCA Investment Advisory Services
Ohio
$3.84M +$202K +1,753 +6%
JIP
879
Jaffetilchin Investment Partners
Florida
$3.83M +$396K +3,440 +12%
Luther King Capital Management (LKCM)
880
Luther King Capital Management (LKCM)
Texas
$3.82M
CASB
881
Cape Ann Savings Bank
Massachusetts
$3.82M -$244K -2,122 -6%
UAG
882
United Advisor Group
Ohio
$3.81M +$837K +7,281 +29%
CTC
883
Corundum Trust Company
South Dakota
$3.81M -$23K -200 -0.6%
GSAM
884
Grant Street Asset Management
Pennsylvania
$3.81M -$21.2K -184 -0.6%
TCA
885
Transcend Capital Advisors
New Jersey
$3.79M -$18.1K -157 -0.5%
FFL
886
Future Fund LLC
Illinois
$3.79M
HIMC
887
Heritage Investors Management Corp
Maryland
$3.79M -$800K -6,958 -18%
BFA
888
Beaumont Financial Advisors
Massachusetts
$3.78M +$33.1K +288 +0.9%
DWA
889
Delta Wealth Advisors
Indiana
$3.78M +$145K +1,262 +4%
NOI
890
Newton One Investments
Delaware
$3.77M -$25.3K -220 -0.7%
CCFM
891
Clear Creek Financial Management
Washington
$3.77M +$1.14M +9,952 +46%
HSWM
892
Hubbell Strickland Wealth Management
Louisiana
$3.77M +$65.7K +571 +2%
MAS
893
Madden Advisory Services
Florida
$3.75M +$172K +1,492 +5%
WCP
894
Wick Capital Partners
Pennsylvania
$3.75M +$3.24M +28,136 +832%
VNA
895
Valley National Advisers
Pennsylvania
$3.75M -$711K -6,185 -16%
ANTB
896
AMG National Trust Bank
Colorado
$3.74M -$73.3K -637 -2%
Vanguard Group
897
Vanguard Group
Pennsylvania
$3.69M +$313K +2,723 +10%
AF
898
Apollon Financial
South Carolina
$3.69M +$2.96M +25,695 +483%
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$3.68M -$9.02M -78,392 -72%
RWA
900
Redhawk Wealth Advisors
Minnesota
$3.66M +$3.54M +30,809 New

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.