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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
GDP
1151
Great Diamond Partners
Maine
$2.09M +$56.5K +491 +3%
CWAF
1152
Core Wealth Advisors (Florida)
Florida
$2.09M -$50.7K -441 -2%
AG
1153
Ascent Group
Virginia
$2.08M -$79.5K -691 -4%
LNWWM
1154
Laird Norton Wetherby Wealth Management
California
$2.08M -$377K -3,277 -16%
FNC
1155
First National Corp
Massachusetts
$2.07M +$6.21K +54 +0.3%
AA
1156
Armis Advisers
Georgia
$2.05M +$15.3K +133 +0.8%
CTA
1157
Camelot Technology Advisors
California
$2.04M +$4.71K +41 +0.2%
MPM
1158
Meritage Portfolio Management
Kansas
$2.04M +$12K +104 +0.6%
SF
1159
SWP Financial
California
$2.03M -$68.5K -596 -3%
CCA
1160
Cora Capital Advisors
New Jersey
$2.01M -$61.6K -536 -3%
PI
1161
PFG Investments
New York
$2.01M +$47.5K +413 +3%
DAS
1162
Diversify Advisory Services
Utah
$2.01M -$13.7K -119 -0.7%
ZF
1163
Zhang Financial
Michigan
$2.01M +$49.1K +427 +3%
FCB
1164
First County Bank
Connecticut
$2M
MFG
1165
Mann Financial Group
Minnesota
$1.97M +$1.91M +16,584 New
PIMG
1166
Patriot Investment Management Group
Tennessee
$1.97M -$30.6K -266 -2%
LGA
1167
Lebenthal Global Advisors
New York
$1.96M -$13M -112,791 -87%
UWP
1168
Uniting Wealth Partners
Kansas
$1.96M +$1.9M +16,493 New
ACP
1169
Arcus Capital Partners
Georgia
$1.96M +$3.91K +34 +0.2%
CFP
1170
Cypress Financial Planning
New Jersey
$1.94M -$24.2K -210 -1%
Bank Julius Baer & Co
1171
Bank Julius Baer & Co
Switzerland
$1.94M +$1.88M +16,357 New
CB
1172
Cadence Bank
Mississippi
$1.94M -$24K -209 -1%
FWM
1173
Forza Wealth Management
Florida
$1.93M +$7.71K +67 +0.4%
GWM
1174
GSB Wealth Management
Connecticut
$1.92M +$16.4K +143 +0.9%
CWM
1175
Compass Wealth Management
Connecticut
$1.92M -$20.6K -179 -1%

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.