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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
VWM
901
Verus Wealth Management
Wisconsin
$3.64M +$33.8K +294 +1%
VF
902
Vawter Financial
Ohio
$3.64M +$3.52M +30,613 New
WIP
903
WealthCare Investment Partners
Rhode Island
$3.63M +$147K +1,281 +4%
BFO
904
Biltmore Family Office
North Carolina
$3.63M -$83.4K -725 -2%
FWTB
905
First Western Trust Bank
Colorado
$3.6M -$201K -1,751 -5%
CP
906
Capital Planning
Washington
$3.6M +$6.1K +53 +0.2%
First Manhattan
907
First Manhattan
New York
$3.58M +$24.5K +213 +0.7%
Ensign Peak Advisors
908
Ensign Peak Advisors
Utah
$3.58M +$3.46M +30,098 New
SFB
909
STAR Financial Bank
Indiana
$3.58M -$357K -3,106 -9%
TNBTD
910
Trustmark National Bank Trust Department
Mississippi
$3.57M -$427K -3,711 -11%
FWP
911
FAS Wealth Partners
Kansas
$3.57M +$86.5K +752 +3%
CFB
912
Cullen/Frost Bankers
Texas
$3.57M -$45.5K -396 -1%
BPWM
913
Badgley Phelps Wealth Managers
Washington
$3.56M -$2.76K -24 -0.1%
SWP
914
Summit Wealth Partners
Florida
$3.55M +$38.6K +336 +1%
SKK
915
Shepherd Kaplan Krochuk
Massachusetts
$3.55M -$362K -3,144 -10%
PWA
916
Physician Wealth Advisors
Utah
$3.51M -$41.1K -357 -1%
EFM
917
Eley Financial Management
Vermont
$3.5M -$34.3K -298 -1%
DT
918
Diversified Trust
Tennessee
$3.48M -$934K -8,118 -22%
GSWM
919
Greenup Street Wealth Management
Michigan
$3.48M -$977K -8,492 -22%
AMG
920
Asset Management Group
Connecticut
$3.45M +$17.3K +150 +0.5%
SWM
921
Silverlake Wealth Management
Vermont
$3.44M +$2.75M +23,883 +475%
AWM
922
AE Wealth Management
Kansas
$3.43M +$659K +5,734 +25%
OC
923
Optima Capital
Oregon
$3.41M +$37.6K +327 +1%
GFL
924
Granite FO LLC
New Hampshire
$3.4M +$68.4K +595 +2%
AWC
925
Abundance Wealth Counselors
Pennsylvania
$3.4M -$358K -3,110 -10%

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.