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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
TFS
1051
Thoroughbred Financial Services
Tennessee
$2.56M +$96.1K +836 +4%
FWMP
1052
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.55M -$201K -1,752 -8%
MPCL
1053
My Personal CFO LLC
Washington
$2.55M +$2.47M +21,457 New
Q1WB
1054
Quest 10 Wealth Builders
Virginia
$2.55M -$29.1K -253 -1%
MSWM
1055
McGlone Suttner Wealth Management
Wisconsin
$2.55M -$30.5K -265 -1%
KWA
1056
Kingswood Wealth Advisors
California
$2.54M +$403K +3,500 +20%
TCM
1057
TruNorth Capital Management
Michigan
$2.53M +$64.2K +558 +3%
ZIM
1058
Zacks Investment Management
Illinois
$2.51M -$654K -5,684 -21%
TCM
1059
Tanaka Capital Management
New York
$2.5M +$16.6M +144,334 New
IFO
1060
Independent Family Office
New York
$2.5M +$369K +3,208 +18%
Barclays
1061
Barclays
United Kingdom
$2.5M -$962K -8,362 -28%
PWM
1062
Pines Wealth Management
North Carolina
$2.5M
IWA
1063
Invera Wealth Advisors
Oregon
$2.5M -$1.96K -17 -0.1%
GFG
1064
Goldstone Financial Group
Illinois
$2.49M -$585K -5,090 -20%
CWA
1065
CM Wealth Advisors
Ohio
$2.49M +$25.1K +218 +1%
PB
1066
Pinnacle Bancorp
Nebraska
$2.49M -$72.6K -631 -3%
NG
1067
Novem Group
New York
$2.49M -$27.6K -240 -1%
ABTD
1068
Arvest Bank Trust Division
Oklahoma
$2.47M -$121K -1,049 -5%
FOR
1069
Family Office Research
Maryland
$2.46M +$56.1K +488 +2%
CAS
1070
Coppell Advisory Solutions
Texas
$2.46M +$238K +2,071 +11%
V
1071
ViaWealth
Kansas
$2.46M -$10K -87 -0.4%
SAM
1072
Secure Asset Management
Michigan
$2.46M -$150K -1,301 -6%
RA
1073
RoundAngle Advisors
New Jersey
$2.45M -$7.82K -68 -0.3%
NCM
1074
Narwhal Capital Management
Georgia
$2.44M -$2.53K -22 -0.1%
FAM
1075
Forte Asset Management
New York
$2.43M +$1.63M +14,143 +223%

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.