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
Brown Advisory
76
Brown Advisory
Maryland
$101M -$6.5M -56,481 -6%
Members Trust
77
Members Trust
Florida
$100M -$145K -1,261 -0.1%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$100M +$537K +4,673 +0.6%
DWM
79
Destination Wealth Management
California
$99.4M +$754K +6,552 +0.8%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$98.8M -$620K -5,387 -0.6%
Bessemer Group
81
Bessemer Group
New Jersey
$97.3M -$2.57M -22,307 -3%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$92.6M +$10.9M +94,964 +14%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$90.3M -$2.3M -19,975 -3%
P
84
&Partners
Tennessee
$90.1M +$14.9M +129,443 +21%
GT
85
Greenleaf Trust
Michigan
$87.9M -$1.18M -10,247 -1%
KAS
86
Kestra Advisory Services
Texas
$82.1M +$5.69M +49,482 +8%
WT
87
Whittier Trust
California
$80.8M +$2.37M +20,648 +3%
GT
88
Glenview Trust
Kentucky
$80.7M +$650K +5,654 +0.8%
FIB
89
First Interstate Bank
Montana
$79.5M +$520K +4,524 +0.7%
DWM
90
Dynasty Wealth Management
Florida
$78.2M +$3.82M +33,203 +5%
AF
91
Ally Financial
Michigan
$76.2M +$2.65M +23,000 +4%
AI
92
Accredited Investors
Minnesota
$75.4M -$4.75M -41,298 -6%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$75M +$9.56M +83,159 +15%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$73.4M
SCM
95
Steele Capital Management
Iowa
$73.3M -$434K -3,771 -0.6%
Citigroup
96
Citigroup
New York
$72.8M -$5.94M -51,663 -8%
CWM
97
Connecticut Wealth Management
Connecticut
$71.9M -$24.2M -210,119 -26%
UB
98
UMB Bank
Missouri
$71.8M -$3.2M -27,788 -4%
NA
99
NewEdge Advisors
Louisiana
$71.3M +$5.37M +46,672 +8%
SL
100
SWF LLC
Nebraska
$71.2M

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,619 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.