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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
LFG
1076
Leverty Financial Group
Wisconsin
$2.43M +$141K +1,230 +6%
CD
1077
Chapin Davis
Maryland
$2.42M +$4.37K +38 +0.2%
UWPG
1078
Ullmann Wealth Partners Group
Florida
$2.42M -$94.9K -825 -4%
AM
1079
AGF Management
Ontario, Canada
$2.41M
NPFS
1080
Novak & Powell Financial Services
Florida
$2.41M +$642K +5,586 +38%
EPM
1081
Elm Partners Management
Pennsylvania
$2.41M +$22.5K +196 +1%
EAM
1082
Evanson Asset Management
California
$2.41M +$10.8K +94 +0.5%
PWA
1083
Peterson Wealth Advisors
Utah
$2.4M +$133K +1,155 +6%
FDCDDQ
1084
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M -$179M -1,556,381 -99%
TWA
1085
Talisman Wealth Advisors
New Jersey
$2.39M -$20.9K -182 -0.9%
AWP
1086
Astra Wealth Partners
New Jersey
$2.37M +$91.4K +795 +4%
LFG
1087
Lockerman Financial Group
California
$2.37M
AWA
1088
Arete Wealth Advisors
Illinois
$2.37M +$95.9K +834 +4%
NFP
1089
Narus Financial Partners
Utah
$2.37M +$93.4K +812 +4%
KCM
1090
Kathmere Capital Management
Pennsylvania
$2.36M +$27.6K +240 +1%
RWP
1091
Revolve Wealth Partners
New Jersey
$2.36M -$7.59K -66 -0.3%
DJYG
1092
David J. Yvars Group
Florida
$2.35M +$82K +713 +4%
MAWCM
1093
Mine & Arao Wealth Creation & Management
California
$2.35M +$3.1K +27 +0.1%
Chevy Chase Trust
1094
Chevy Chase Trust
Maryland
$2.34M +$60.5K +526 +3%
RFO
1095
RiverGlades Family Offices
Florida
$2.32M +$10.5K +91 +0.5%
LAM
1096
LOM Asset Management
$2.31M +$196K +1,706 +10%
CPIA
1097
Cornell Pochily Investment Advisors
New York
$2.31M -$751K -6,529 -25%
DIA
1098
Dana Investment Advisors
Wisconsin
$2.31M -$25.2K -219 -1%
JIC
1099
Joel Isaacson & Co
New York
$2.29M -$84.5K -735 -4%
ACM
1100
Absolute Capital Management
Pennsylvania
$2.28M -$5.29K -46 -0.2%

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.