We are live on ! Find out more
IJR icon

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
SGK
951
Steigerwald Gordon & Koch
Virginia
$3.21M -$101K -877 -3%
YP
952
YANKCOM Partnership
South Dakota
$3.2M -$11.7K -102 -0.4%
KWM
953
Keebeck Wealth Management
Illinois
$3.19M -$210K -1,830 -6%
CST
954
Charles Schwab Trust
Nevada
$3.19M -$41.9K -364 -1%
WDL
955
Well Done LLC
Michigan
$3.19M -$17.8K -155 -0.6%
NHT
956
New Hampshire Trust
New Hampshire
$3.19M -$327K -2,847 -10%
DRS
957
Deane Retirement Strategies
Louisiana
$3.18M +$3.08M +26,794 New
AWM
958
Atticus Wealth Management
Florida
$3.17M +$84.2K +732 +3%
FTC
959
Farmers Trust Company
Ohio
$3.17M -$26.3K -229 -0.9%
FFS
960
Fortress Financial Solutions
Arizona
$3.17M +$135K +1,172 +5%
Neuberger Berman Group
961
Neuberger Berman Group
New York
$3.15M +$524K +4,559 +21%
KFC
962
Klingenstein Fields & Co
New York
$3.13M +$1.81M +15,717 +148%
W
963
Wealthquest
Ohio
$3.13M -$86.3K -750 -3%
PCM
964
Pennsylvania Capital Management
Pennsylvania
$3.13M -$148K -1,287 -5%
CWM
965
Cornerstone Wealth Management
Missouri
$3.11M -$51.4K -447 -2%
TA
966
TPG Advisors
Illinois
$3.1M -$4.6K -40 -0.2%
HIA
967
Harbor Investment Advisory
Maryland
$3.1M +$576K +5,012 +24%
WP
968
Westmount Partners
California
$3.1M +$1.38K +12 +0%
BCG
969
Breakwater Capital Group
New Jersey
$3.09M -$96.7K -841 -3%
DPI
970
Diversified Portfolios Inc
Michigan
$3.09M +$40.5K +352 +1%
PWA
971
Provenance Wealth Advisors
Florida
$3.08M -$575 -5 -0%
MKW
972
Mullaney, Keating & Wright
Connecticut
$3.08M -$9.55K -83 -0.3%
BFS
973
Bradley Foster & Sargent
Connecticut
$3.08M +$36.8K +320 +1%
GCA
974
Greenwood Capital Associates
South Carolina
$3.07M -$58K -504 -2%
HWA
975
Heartwood Wealth Advisors
Virginia
$3.07M +$148K +1,287 +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.