We are live on ! Find out more
IJR icon

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
EIA
1426
Edgemoor Investment Advisors
Maryland
$1.07M +$230K +2,004 +29%
TF
1427
Tompkins Financial
New York
$1.07M -$230 -2 -0%
BFWM
1428
Bright Futures Wealth Management
New York
$1.06M +$1.03M +8,931 New
CS
1429
Cannell & Spears
New York
$1.06M +$14.7K +128 +1%
NF
1430
NavPoint Financial
Minnesota
$1.06M +$1.61K +14 +0.2%
BW
1431
BIP Wealth
Georgia
$1.06M +$133K +1,153 +15%
HF
1432
HRT Financial
New York
$1.05M -$1.23M -10,693 -55%
TAM
1433
Townsend Asset Management
North Carolina
$1.05M -$12K -104 -1%
PAM
1434
PCG Asset Management
New Jersey
$1.05M -$16.7K -145 -2%
NAS
1435
NWF Advisory Services
California
$1.05M +$92.7K +806 +10%
FFG
1436
Fiduciary Financial Group
California
$1.05M -$46.5K -404 -4%
TBT
1437
Texas Bank & Trust
Texas
$1.04M +$14.3K +124 +1%
TIP
1438
Tandem Investment Partners
New Jersey
$1.04M -$14.4K -125 -1%
IJWM
1439
Inman Jager Wealth Management
Mississippi
$1.04M +$132K +1,149 +15%
IC
1440
Inscription Capital
Texas
$1.04M +$48.4K +421 +5%
AT
1441
American Trust
Kentucky
$1.03M -$11.7K -102 -1%
PFS
1442
Prospect Financial Services
New York
$1.03M +$39.2K +341 +4%
GWANC
1443
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M +$2.53K +22 +0.3%
PMFA
1444
Plante Moran Financial Advisors
Michigan
$1.03M +$19.3K +168 +2%
NWMG
1445
National Wealth Management Group
Ohio
$1.03M +$82.1K +714 +9%
CCWM
1446
Cassaday & Co Wealth Management
Virginia
$1.02M +$9.43K +82 +1%
IIM
1447
Ipswich Investment Management
Massachusetts
$1.02M -$98.2K -854 -9%
BFA
1448
Bragg Financial Advisors
North Carolina
$1.02M
KFGG
1449
Keystone Financial Group (Georgia)
Georgia
$1.02M +$2.99K +26 +0.3%
LW
1450
Linscomb Wealth
Texas
$1.02M

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.