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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
GC
1326
Gilbert & Cook
Iowa
$1.35M -$3.91K -34 -0.3%
MWAM
1327
Manhattan West Asset Management
California
$1.34M -$210K -1,829 -14%
AG
1328
AlTi Global
New York
$1.34M -$1.54M -13,347 -54%
WMN
1329
Wealth Management Nebraska
Nebraska
$1.34M -$87.1K -757 -6%
RT
1330
Rockland Trust
Massachusetts
$1.34M -$12.5K -109 -1%
SFP
1331
Sterling Financial Planning
New Jersey
$1.34M -$9.32K -81 -0.7%
OWP
1332
ORG Wealth Partners
Texas
$1.34M +$107K +932 +9%
TFP
1333
Tilia Fiduciary Partners
North Carolina
$1.33M -$58.2K -506 -4%
SCA
1334
Sandy Cove Advisors
Massachusetts
$1.33M +$2.99K +26 +0.2%
BI
1335
Beckerman Institutional
New Jersey
$1.33M -$95.8K -833 -7%
AIM
1336
Anchor Investment Management
South Carolina
$1.33M +$230 +2 +0%
FDW
1337
Fourth Dimension Wealth
Ohio
$1.33M +$122K +1,057 +10%
TA
1338
TruWealth Advisors
Louisiana
$1.33M +$833K +7,244 +185%
SFG
1339
Sovereign Financial Group
Connecticut
$1.33M +$6.56K +57 +0.5%
Russell Investments Group
1340
Russell Investments Group
United Kingdom
$1.33M +$375K +3,259 +41%
Calamos Advisors
1341
Calamos Advisors
Illinois
$1.33M -$1.5M -13,026 -54%
KLCM
1342
KG&L Capital Management
Louisiana
$1.32M +$3.91K +34 +0.3%
LSWP
1343
Liberty Square Wealth Partners
Pennsylvania
$1.32M -$55.9K -486 -4%
CC
1344
Corsicana & Co
Texas
$1.32M +$1.27M +11,082 New
CIA
1345
Compass Ion Advisors
Pennsylvania
$1.32M -$50.6K -440 -4%
PAG
1346
Paladin Advisory Group
Iowa
$1.31M -$4.6K -40 -0.4%
RWMH
1347
Riverpoint Wealth Management Holdings
Illinois
$1.31M +$54.5K +474 +5%
CWM
1348
Chemistry Wealth Management
New York
$1.3M
HSWS
1349
Higgins & Schmidt Wealth Strategies
Colorado
$1.3M +$8.4K +73 +0.7%
FCA
1350
FLC Capital Advisors
California
$1.29M -$23.5K -204 -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.