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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
SEIA
1001
Signature Estate & Investment Advisors
California
$2.85M -$134K -1,169 -5%
VC
1002
Veracity Capital
Georgia
$2.84M -$149K -1,299 -5%
BWAM
1003
Boyd Watterson Asset Management
Ohio
$2.83M
DWM
1004
DecisionMap Wealth Management
Virginia
$2.83M +$67.4K +586 +3%
UCB
1005
United Community Bank
South Carolina
$2.83M +$573K +4,978 +26%
BWG
1006
Balanced Wealth Group
Ohio
$2.83M +$460 +4 +0%
PA
1007
PFG Advisors
Arizona
$2.81M +$2.72M +23,651 New
CF
1008
Convergence Financial
Missouri
$2.8M +$539K +4,689 +25%
WWM
1009
Western Wealth Management
Colorado
$2.8M -$2.73M -23,754 -50%
ANBT
1010
American National Bank & Trust
Texas
$2.79M -$29.1K -253 -1%
CFA
1011
Cahill Financial Advisors
Minnesota
$2.79M -$38.9K -338 -1%
GWM
1012
Greenwich Wealth Management
Connecticut
$2.77M +$3.91K +34 +0.1%
MF
1013
Montis Financial
Massachusetts
$2.76M -$158K -1,373 -6%
VWM
1014
Venturi Wealth Management
Texas
$2.76M -$13.1M -113,805 -83%
WWM
1015
Woodside Wealth Management
Massachusetts
$2.76M +$9.43K +82 +0.4%
NDSI
1016
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M -$64.2K -558 -2%
SG Americas Securities
1017
SG Americas Securities
New York
$2.75M -$2.44M -21,217 -48%
CCA
1018
Cobblestone Capital Advisors
New York
$2.75M +$95.2K +828 +4%
LI
1019
LVZ Inc
Michigan
$2.75M -$488K -4,243 -16%
CBT
1020
Central Bank & Trust
Kentucky
$2.74M -$15.9K -138 -0.6%
BFS
1021
BridgePort Financial Solutions
Iowa
$2.74M +$202K +1,759 +8%
ACM
1022
Armbruster Capital Management
New York
$2.73M -$11.5K -100 -0.4%
SAMT
1023
Select Asset Management & Trust
Pennsylvania
$2.73M +$2.65M +23,001 New
SL
1024
Sentinus LLC
Illinois
$2.72M +$40.5K +352 +2%
CFS
1025
CRA Financial Services
New Jersey
$2.72M -$9.78K -85 -0.4%

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.