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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
TFM
1276
TFC Financial Management
Massachusetts
$1.52M -$36.6K -318 -2%
MA
1277
Maxele Advisors
Missouri
$1.51M +$88.7K +771 +6%
CWA
1278
Continuum Wealth Advisors
New York
$1.5M -$7.25K -63 -0.5%
RSVP
1279
Ramsay Stattman Vela & Price
Colorado
$1.5M +$101K +875 +7%
EB
1280
Eastern Bank
Massachusetts
$1.49M +$66.5K +578 +5%
FWIA
1281
Fort Washington Investment Advisors
Ohio
$1.49M +$574K +4,994 +67%
WMWM
1282
Wilkins Miller Wealth Management
Alabama
$1.48M +$265K +2,307 +22%
FPGK
1283
Financial Partners Group (Kansas)
Kansas
$1.48M +$7.71K +67 +0.5%
ONST
1284
Old North State Trust
North Carolina
$1.48M -$6.44K -56 -0.4%
LWA
1285
Lineweaver Wealth Advisors
Ohio
$1.47M -$6.56K -57 -0.5%
PT
1286
Plimoth Trust
Massachusetts
$1.47M +$62.7K +545 +5%
AWM
1287
AAF Wealth Management
Massachusetts
$1.47M -$80.3K -698 -5%
PGAM
1288
Princeton Global Asset Management
New Jersey
$1.46M +$10.9K +95 +0.8%
TIAAOA
1289
Teachers Insurance & Annuity Association of America
New York
$1.46M -$13.9K -121 -1%
VCM
1290
Vivaldi Capital Management
Illinois
$1.46M -$83.2K -723 -6%
MIC
1291
Meridian Investment Counsel
California
$1.46M
CFG
1292
Carr Financial Group
Massachusetts
$1.45M +$147K +1,279 +12%
AWM
1293
Accredited Wealth Management
Kentucky
$1.45M -$1.39M -12,126 -99%
EIA
1294
Eldridge Investment Advisors
New Hampshire
$1.45M -$3.57M -31,053 -72%
CAM
1295
Congress Asset Management
Massachusetts
$1.44M -$64.5K -561 -4%
SI
1296
Saxon Interests
Texas
$1.43M +$28.9K +251 +2%
PPA
1297
Pacific Point Advisors
California
$1.43M
O3W
1298
Omni 360 Wealth
New Jersey
$1.42M +$16.6K +144 +1%
UB
1299
Umpqua Bank
Oregon
$1.42M +$71.5K +622 +6%
PWP
1300
PrairieView Wealth Partners
Illinois
$1.42M -$23.9K -208 -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.