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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
RC
1401
Roundview Capital
New Jersey
$1.15M +$28.5K +248 +3%
VCP
1402
Vista Capital Partners
Oregon
$1.15M +$434K +3,776 +64%
EWP
1403
Equity Wealth Partners
Missouri
$1.14M +$1.11M +9,610 New
BWA
1404
BlueChip Wealth Advisors
Georgia
$1.14M -$63K -548 -5%
BEAM
1405
Baker Ellis Asset Management
Washington
$1.14M
TCM
1406
Traynor Capital Management
Pennsylvania
$1.13M +$378K +3,283 +53%
GPWA
1407
Great Point Wealth Advisors
Massachusetts
$1.13M +$1.09M +9,470 New
CPA
1408
Court Place Advisors
Maryland
$1.12M
FCFC
1409
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$202K +1,757 +23%
RW
1410
Rockport Wealth
Ohio
$1.11M -$98.9K -860 -8%
Legacy Financial Group (Iowa)
1411
Legacy Financial Group (Iowa)
Iowa
$1.11M
IFWM
1412
Institute for Wealth Management
Colorado
$1.11M +$304K +2,641 +39%
FB
1413
Finward Bancorp
Indiana
$1.11M +$96.6K +840 +10%
OC
1414
Opinicus Capital
Florida
$1.11M -$58.9K -512 -5%
NPA
1415
Nichols & Pratt Advisers
Massachusetts
$1.1M
WC
1416
Waterloo Capital
Texas
$1.1M +$1.15K +10 +0.1%
WC
1417
Woodstock Corp
Massachusetts
$1.1M -$306K -2,659 -22%
AIA
1418
AssuredPartners Investment Advisors
Florida
$1.09M -$8.63K -75 -0.8%
EC
1419
EdgeRock Capital
Colorado
$1.09M +$198K +1,719 +23%
CAM
1420
Chandler Asset Management
California
$1.09M
SI
1421
Seeds Investor
New York
$1.09M +$234K +2,031 +29%
CMAI
1422
Capital Management Associates Inc
Minnesota
$1.09M +$27.8K +242 +3%
Marshall Wace
1423
Marshall Wace
United Kingdom
$1.08M +$1.05M +9,121 New
CFG
1424
Cosner Financial Group
Colorado
$1.08M +$3.22K +28 +0.3%
KV
1425
Kickstand Ventures
New York
$1.08M -$238K -2,072 -19%

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.