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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
AFC
926
AFT Forsyth & Company
Florida
$3.39M +$5.75K +50 +0.2%
GFP
927
Gryphon Financial Partners
Ohio
$3.38M +$130K +1,127 +4%
KCAM
928
Kagan Cocozza Asset Management
New Jersey
$3.37M -$49.1K -427 -1%
PPC
929
Park Place Capital
Alabama
$3.37M +$39.6K +344 +1%
OW
930
Olistico Wealth
Oklahoma
$3.36M +$98.1K +853 +3%
VCM
931
Viewpoint Capital Management
Washington
$3.36M
DFC
932
DBK Financial Counsel
Ohio
$3.34M -$17.9K -156 -0.6%
JCM
933
Jacobi Capital Management
Pennsylvania
$3.34M +$70.7K +615 +2%
SWA
934
Stratos Wealth Advisors
Ohio
$3.34M -$114K -990 -3%
VC
935
Vestor Capital
Illinois
$3.32M +$3.13M +27,257 +4,124%
PRTG
936
Post Resch Tallon Group
New York
$3.31M +$39.7K +345 +1%
LWM
937
Lionsbridge Wealth Management
Florida
$3.3M +$1.04M +9,028 +48%
3F
938
360 Financial
Minnesota
$3.29M +$63K +548 +2%
TCOT
939
Trust Company of Toledo
Ohio
$3.29M +$127K +1,107 +4%
GWMR
940
GC Wealth Management RIA
Massachusetts
$3.28M -$209K -1,813 -6%
SWA
941
SOA Wealth Advisors
New York
$3.26M -$166K -1,440 -5%
VWA
942
Visionary Wealth Advisors
Illinois
$3.26M +$783K +6,808 +33%
JWBC
943
John W. Brooker & Co
California
$3.25M -$58.8K -511 -2%
TFG
944
Tilson Financial Group
New Jersey
$3.25M -$10.8K -94 -0.3%
WWM
945
Wiser Wealth Management
Georgia
$3.25M -$51.3K -446 -2%
Susquehanna International Group
946
Susquehanna International Group
Pennsylvania
$3.24M -$4.53M -39,416 -59%
Koshinski Asset Management
947
Koshinski Asset Management
Illinois
$3.23M -$210K -1,824 -6%
JFG
948
JMG Financial Group
Illinois
$3.22M +$32K +278 +1%
VA
949
VestGen Advisors
Illinois
$3.22M -$1.47M -12,763 -32%
DF
950
Dunhill Financial
United Kingdom
$3.22M -$25.5K -222 -0.8%

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.