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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
BTI
1301
Blue Trust Inc
Georgia
$1.41M +$82.5K +717 +6%
FPW
1302
Flagship Private Wealth
Massachusetts
$1.4M +$23.5K +204 +2%
RFA
1303
Resurgent Financial Advisors
Georgia
$1.4M +$44.3K +385 +3%
ACG
1304
Allen Capital Group
Nebraska
$1.4M -$86.5K -752 -6%
RMP
1305
Richards, Merrill & Peterson
Washington
$1.39M -$690 -6 -0.1%
AO
1306
Advisor OS
Illinois
$1.39M -$1.61K -14 -0.1%
EWA
1307
EverSource Wealth Advisors
Alabama
$1.39M +$534K +4,642 +66%
IAS
1308
Insigneo Advisory Services
Florida
$1.39M +$220K +1,909 +19%
HCM
1309
Howland Capital Management
Massachusetts
$1.39M +$1.38K +12 +0.1%
MSAM
1310
Moloney Securities Asset Management
Missouri
$1.39M -$135K -1,171 -9%
HCP
1311
Hardin Capital Partners
South Carolina
$1.39M +$26K +226 +2%
IAA
1312
Independent Advisor Alliance
North Carolina
$1.39M +$47.2K +410 +4%
DWP
1313
Destiny Wealth Partners
Florida
$1.39M +$23.6K +205 +2%
LC
1314
LCNB Corp
Ohio
$1.39M -$65.9K -573 -5%
CIBC World Market
1315
CIBC World Market
Ontario, Canada
$1.38M -$131K -1,141 -9%
MIA
1316
Milestone Investment Advisors
Wisconsin
$1.38M -$9.78K -85 -0.7%
BAAM
1317
Baker Avenue Asset Management
California
$1.38M -$290K -2,523 -18%
TRSOTSOK
1318
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M
VFS
1319
Valpey Financial Services
New Hampshire
$1.36M -$23K -200 -2%
PA
1320
Procyon Advisors
Connecticut
$1.36M +$842K +7,317 +178%
QPWM
1321
Quadrant Private Wealth Management
Pennsylvania
$1.36M -$94.2K -819 -7%
DC
1322
Destiny Capital
Colorado
$1.35M +$159K +1,382 +14%
CF
1323
Clarity Financial
Texas
$1.35M +$1.31M +11,392 New
CFG
1324
Compton Financial Group
Maryland
$1.35M -$45.1K -392 -3%
SPC
1325
Spirepoint Private Client
Florida
$1.35M +$9.78K +85 +0.8%

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.