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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
TFCP
1101
Twin Focus Capital Partners
Massachusetts
$2.27M -$28.9K -251 -1%
CPBTD
1102
Central Pacific Bank - Trust Division
Hawaii
$2.27M +$207K +1,797 +10%
FGWP
1103
Founders Grove Wealth Partners
Virginia
$2.26M -$244K -2,118 -10%
PL
1104
Plancorp LLC
Missouri
$2.26M -$204K -1,774 -9%
AIA
1105
Arcadia Investment Advisors
Idaho
$2.26M -$6.21M -54,003 -74%
SCA
1106
STALEY CAPITAL ADVISERS
Pennsylvania
$2.26M
FNBOO
1107
First National Bank of Omaha
Nebraska
$2.25M -$126K -1,096 -5%
IF
1108
Intrua Financial
Texas
$2.25M -$207K -1,797 -9%
SLC
1109
Second Line Capital
Louisiana
$2.24M -$70.2K -610 -3%
SIM
1110
Stratos Investment Management
Ohio
$2.24M +$59.3K +516 +3%
IA
1111
Inspire Advisors
Idaho
$2.24M -$36K -313 -2%
MBTD
1112
Mechanics Bank - Trust Department
California
$2.23M -$68.5K -596 -3%
SWM
1113
Shelton Wealth Management
Texas
$2.23M -$11.2K -97 -0.5%
MIM
1114
Macroview Investment Management
Maryland
$2.23M +$20.4K +177 +1%
CG
1115
Caprock Group
Idaho
$2.22M +$2.16M +18,806 New
SIG
1116
Stonegate Investment Group
Alabama
$2.22M -$45.2K -393 -2%
WWA
1117
WCG Wealth Advisors
Nevada
$2.21M +$6.1K +53 +0.3%
GKIM
1118
GW&K Investment Management
Massachusetts
$2.21M +$543K +4,724 +34%
EW
1119
Evoke Wealth
California
$2.21M +$771K +6,701 +56%
SIC
1120
Samalin Investment Counsel
New York
$2.2M +$140K +1,214 +7%
FFS
1121
Flavin Financial Services
Florida
$2.2M +$249K +2,162 +13%
KWM
1122
Kassira Wealth Management
Tennessee
$2.2M +$2.13M +18,526 New
TP
1123
Tranquility Partners
Tennessee
$2.2M -$265K -2,308 -11%
OBGC
1124
O'Brien Greene & Co
Pennsylvania
$2.19M -$77.6K -675 -4%
JF
1125
JSF Financial
California
$2.19M -$41.5K -361 -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.