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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
PFBT
1351
Parkside Financial Bank & Trust
Missouri
$1.29M +$25.3K +220 +2%
TVAMP
1352
Tennessee Valley Asset Management Partners
Tennessee
$1.29M +$1.25M +10,856 New
FCM
1353
Firestone Capital Management
Florida
$1.28M +$219K +1,900 +22%
GI
1354
GS Investments
Minnesota
$1.27M +$29.7K +258 +2%
IIC
1355
Integrated Investment Consultants
Michigan
$1.27M -$10.6K -92 -0.9%
AFG
1356
Allegheny Financial Group
Pennsylvania
$1.27M +$805 +7 +0.1%
Acadian Asset Management
1357
Acadian Asset Management
Massachusetts
$1.26M -$597K -5,187 -33%
PWM
1358
PBMares Wealth Management
Virginia
$1.26M +$43.4K +377 +4%
DFA
1359
Davies Financial Advisors
California
$1.25M -$33.6K -292 -3%
TT
1360
TI-Trust
Illinois
$1.25M
EFG
1361
Ehrlich Financial Group
California
$1.25M -$312K -2,710 -20%
NAM
1362
NorthCrest Asset Manangement
Minnesota
$1.25M -$59.1K -514 -5%
ESB
1363
Essex Savings Bank
Connecticut
$1.25M -$90.5K -787 -7%
TTWM
1364
TCV Trust & Wealth Management
Virginia
$1.25M -$4.03K -35 -0.3%
PPW
1365
Pasadena Private Wealth
California
$1.24M +$53.7K +467 +5%
LC
1366
Lincoln Capital
Nebraska
$1.24M +$29.6K +257 +3%
EWA
1367
Exencial Wealth Advisors
Oklahoma
$1.24M -$146K -1,273 -11%
CGH
1368
Crossmark Global Holdings
Texas
$1.24M +$108K +943 +10%
TF
1369
Tudor Financial
Ohio
$1.24M +$42.8K +372 +4%
XPN
1370
XY Planning Network
Montana
$1.24M
CCA
1371
Clearwater Capital Advisors
Illinois
$1.23M +$20.8K +181 +2%
LWP
1372
Laurel Wealth Planning
Minnesota
$1.23M +$3.22K +28 +0.3%
RC
1373
Rovin Capital
Arizona
$1.22M +$1.18M +10,291 New
IA
1374
IFC Advisors
California
$1.22M -$1.84K -16 -0.2%
FF
1375
Farnam Financial
Arizona
$1.22M +$55.5K +483 +5%

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.