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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
TIA
1026
Tiemann Investment Advisors
California
$2.71M -$26.6K -231 -1%
SAM
1027
Smartleaf Asset Management
Massachusetts
$2.71M +$109K +950 +4%
GEA
1028
Glen Eagle Advisors
New Jersey
$2.71M +$1.26K +11 +0%
ACP
1029
Argyle Capital Partners
California
$2.7M -$63.7K -554 -2%
TWM
1030
Tradition Wealth Management
Minnesota
$2.69M -$60.1K -523 -2%
HIP
1031
HUB Investment Partners
Texas
$2.69M +$14.8K +129 +0.6%
SC
1032
Syon Capital
California
$2.68M -$63.5K -552 -2%
BMCM
1033
Bryn Mawr Capital Management
Pennsylvania
$2.68M +$117K +1,020 +5%
MPPLM
1034
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.67M +$23.3K +203 +0.9%
SG
1035
StoneX Group
New York
$2.67M -$169K -1,466 -6%
RW
1036
RVW Wealth
California
$2.67M +$14K +122 +0.5%
RWM
1037
Rialto Wealth Management
New York
$2.66M -$378K -3,283 -13%
BL
1038
Balentine LLC
Georgia
$2.65M +$4.83K +42 +0.2%
RMDI
1039
R.M. Davis Inc
Maine
$2.64M +$102K +890 +4%
GI
1040
GAMMA Investing
California
$2.62M +$241K +2,098 +11%
V
1041
VeraBank
Texas
$2.62M -$14.3K -124 -0.6%
NPT
1042
Nixon Peabody Trust
Massachusetts
$2.61M -$273K -2,377 -10%
DAS
1043
Dynamic Advisor Solutions
Arizona
$2.61M -$11.1M -96,345 -81%
CANC
1044
Culbertson A N & Co
Virginia
$2.61M -$58.1K -505 -2%
MOACM
1045
Mutual of America Capital Management
New York
$2.6M -$386K -3,355 -13%
LAM
1046
Lewis Asset Management
California
$2.6M -$53.7K -467 -2%
BFG
1047
Birch Financial Group
New Hampshire
$2.6M +$112K +974 +5%
IWB
1048
Innovative Wealth Building
Maryland
$2.59M -$431K -3,745 -15%
UF
1049
Univest Financial
Pennsylvania
$2.59M +$824K +7,161 +49%
BB
1050
Busey Bank
Illinois
$2.57M +$350K +3,046 +16%

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.