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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
SIC
101
Sigma Investment Counselors
Michigan
$69.4M -$734K -6,382 -1%
MWM
102
Mission Wealth Management
California
$69.1M -$2.68M -23,298 -4%
SFG
103
Sage Financial Group
Pennsylvania
$68.9M +$3.28M +28,497 +5%
SFA
104
Sequoia Financial Advisors
Ohio
$68.3M -$52.1M -453,095 -44%
BF
105
BOK Financial
Oklahoma
$67M -$6.73M -58,543 -9%
PAG
106
Private Advisor Group
New Jersey
$66.5M -$1.3M -11,288 -2%
QWP
107
Quotient Wealth Partners
Texas
$66.3M +$1.15M +9,963 +2%
KA
108
Klingman & Associates
New York
$65.5M +$1.96M +17,025 +3%
SLT
109
St Louis Trust
Missouri
$64.9M -$1.69M -14,660 -3%
APCM
110
Alaska Permanent Capital Management
Alaska
$64.8M +$6.41M +55,761 +11%
SF
111
Synovus Financial
Georgia
$64M -$4.61M -40,127 -7%
FSC
112
Full Sail Capital
Oklahoma
$63.8M -$606K -5,271 -1%
IC
113
IEQ Capital
California
$63.8M +$1.44M +12,495 +2%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$63.7M +$124K +1,077 +0.2%
EH
115
Equitable Holdings
New York
$62.8M +$2.87M +24,951 +5%
FA
116
Financial Advisors
Massachusetts
$62.7M +$416K +3,614 +0.7%
FFA
117
Farther Finance Advisors
California
$59.7M +$2.64M +22,924 +5%
CA
118
Clearstead Advisors
Ohio
$59.7M +$4.03M +35,015 +7%
FBFS
119
First Business Financial Services
Wisconsin
$59.3M -$7.28M -63,323 -11%
BBA
120
BLB&B Advisors
Pennsylvania
$59.1M -$18.4M -160,015 -24%
BSB
121
Bangor Savings Bank
Maine
$58.7M +$433K +3,763 +0.8%
AllianceBernstein
122
AllianceBernstein
Tennessee
$58.6M +$1.68M +14,571 +3%
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$57.9M -$3.3M -28,690 -6%
WA
124
Wealth Architects
California
$57.8M -$183K -1,589 -0.3%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$56.5M +$1.3M +11,273 +2%

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,619 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.