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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
IFA
1376
Index Fund Advisors
California
$1.22M -$8.86K -77 -0.7%
FCMC
1377
Founders Capital Management (Connecticut)
Connecticut
$1.21M
LSA
1378
Lansing Street Advisors
Pennsylvania
$1.2M -$11.5K -100 -1%
CIR
1379
Clear Investment Research
Georgia
$1.2M -$465K -4,047 -29%
SC
1380
Solstein Capital
California
$1.2M
EFH
1381
Eaton Financial Holdings
Florida
$1.2M -$428K -3,723 -27%
MWM
1382
Maltin Wealth Management
New Jersey
$1.2M +$1.73K +15 +0.1%
WDG
1383
Wealth Dimensions Group
Ohio
$1.19M +$18.1K +157 +2%
SYBT
1384
Stock Yards Bank & Trust
Kentucky
$1.19M +$6.44K +56 +0.6%
RWM
1385
Riverchase Wealth Management
Texas
$1.19M
ACP
1386
Aviance Capital Partners
Florida
$1.18M +$72.3K +629 +7%
PC
1387
Port Capital
Illinois
$1.18M +$460 +4 +0%
OLA
1388
Oliver Luxxe Assets
New Jersey
$1.18M -$11.3K -98 -1%
GSEP
1389
Golden State Equity Partners
California
$1.18M -$5.17K -45 -0.5%
CKAIS
1390
Christensen King & Associates Investment Services
Washington
$1.18M +$36.3K +316 +3%
ZIC
1391
ZWJ Investment Counsel
Georgia
$1.17M -$6.9K -60 -0.6%
BFM
1392
Broadview Financial Management
Wisconsin
$1.17M -$19.1K -166 -2%
CFS
1393
Coordinated Financial Services
Colorado
$1.17M +$27.9K +243 +3%
NCM
1394
Nelson Capital Management
California
$1.16M -$2.19K -19 -0.2%
FPCG
1395
Forum Private Client Group
Indiana
$1.16M -$163K -1,414 -13%
AOWM
1396
Alpha Omega Wealth Management
Virginia
$1.16M -$7.25K -63 -0.6%
HWM
1397
HRC Wealth Management
Idaho
$1.16M +$94.5K +822 +9%
MA
1398
MONECO Advisors
Connecticut
$1.16M -$30.5K -265 -3%
SIAS
1399
Summit Investment Advisory Services
Minnesota
$1.15M -$70.8K -616 -6%
SHJ
1400
Sharkey, Howes & Javer
Colorado
$1.15M

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.