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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
MWM
1251
Mascagni Wealth Management
Mississippi
$1.61M -$348K -3,030 -18%
SFGP
1252
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.6M +$152K +1,318 +11%
XT
1253
XTX Topco
Cayman Islands
$1.6M +$1.55M +13,467 New
FVWA
1254
Foster Victor Wealth Advisors
South Carolina
$1.6M -$7.94K -69 -0.5%
CFFP
1255
Center for Financial Planning
Michigan
$1.6M -$44.3K -385 -3%
FNWM
1256
Financial Network Wealth Management
Utah
$1.6M +$1.54M +13,403 New
ADL
1257
Asset Dedication LLC
California
$1.59M -$9.09K -79 -0.6%
DFA
1258
DHJJ Financial Advisors
Illinois
$1.59M -$32.5K -283 -2%
SFM
1259
Signet Financial Management
New Jersey
$1.59M -$75.8K -659 -5%
KWA
1260
Kellett Wealth Advisors
Ohio
$1.59M -$345 -3 -0%
EFA
1261
Edge Financial Advisors
Illinois
$1.58M -$42.1K -366 -3%
FB
1262
Fulton Bank
Pennsylvania
$1.58M -$96.1K -836 -6%
SFC
1263
Strategic Financial Concepts
Texas
$1.58M -$173K -1,508 -10%
AWF
1264
Alpha Wealth Funds
Utah
$1.58M -$267K -2,322 -15%
ATWA
1265
Arbor Trust Wealth Advisors
Michigan
$1.58M -$80.3K -698 -5%
PWP
1266
Principle Wealth Partners
Connecticut
$1.57M +$340K +2,958 +29%
IAS
1267
Investment Advisory Services
Texas
$1.57M -$47.8K -416 -3%
ASBI
1268
American State Bank (Iowa)
Iowa
$1.56M -$311K -2,708 -17%
SAM
1269
Synergy Asset Management
Washington
$1.55M +$1.16M +10,104 +285%
CC
1270
Cadinha & Co
Hawaii
$1.55M -$31.6K -275 -2%
SAM
1271
Silvercrest Asset Management
New York
$1.54M -$907K -7,890 -38%
ES
1272
Eagle Strategies
New York
$1.54M -$15.9K -138 -1%
NWMP
1273
Noble Wealth Management PBC
Colorado
$1.54M +$1.49M +12,934 New
RSF
1274
Rik Saylor Financial
Ohio
$1.54M -$53.1K -462 -3%
TSS
1275
Two Sigma Securities
New York
$1.53M +$1.48M +12,835 New

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.