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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
NRW
1201
Nova R Wealth
Kansas
$1.82M +$37K +322 +2%
BWA
1202
BlueSky Wealth Advisors
North Carolina
$1.81M +$7.94K +69 +0.5%
RWM
1203
Rockwood Wealth Management
Pennsylvania
$1.8M
SCA
1204
St. Clair Advisors
Ohio
$1.8M +$26.7K +232 +2%
JPWM
1205
Jamison Private Wealth Management
Georgia
$1.8M +$244K +2,121 +16%
ICP
1206
Interchange Capital Partners
Pennsylvania
$1.79M +$39.2K +341 +2%
RL
1207
Rogco LP
Oklahoma
$1.79M +$160K +1,391 +10%
RGF
1208
Retirement Guys Formula
Ohio
$1.79M +$42.4K +369 +3%
RBFC
1209
Roman Butler Fullerton & Co
Missouri
$1.79M -$42.2K -367 -2%
PCM
1210
Prelude Capital Management
New York
$1.78M +$1.73M +15,014 New
CCM
1211
Coldstream Capital Management
Washington
$1.78M +$275K +2,387 +19%
BIM
1212
Baldwin Investment Management
Pennsylvania
$1.77M
EFG
1213
Ethos Financial Group
Pennsylvania
$1.76M -$106K -918 -6%
EI
1214
Ellevest Inc
New York
$1.75M +$7.25K +63 +0.4%
RWMG
1215
Redwood Wealth Management Group
New Jersey
$1.75M
RIA
1216
Retirement Investment Advisors
Oklahoma
$1.74M -$27.4K -238 -2%
GA
1217
Goldstein Advisors
Wisconsin
$1.74M -$48.8K -424 -3%
SP
1218
SWS Partners
Ohio
$1.73M -$16.8K -146 -1%
CCA
1219
Carrera Capital Advisors
Michigan
$1.73M -$85.1K -740 -5%
SIA
1220
SeaBridge Investment Advisors
New Jersey
$1.72M -$53.7K -467 -3%
FAI
1221
Fiduciary Advisors Inc
Missouri
$1.72M +$114K +988 +7%
IPW
1222
Intergy Private Wealth
Colorado
$1.72M +$67.7K +589 +4%
WCM
1223
Winebrenner Capital Management
Kentucky
$1.71M -$14K -122 -0.8%
RG
1224
Rathbones Group
United Kingdom
$1.71M +$90.2K +784 +6%
RCG
1225
Regatta Capital Group
California
$1.7M -$110K -954 -6%

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.