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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
DWM
1451
Defined Wealth Management
Oregon
$1.02M -$920 -8 -0.1%
PCFFS
1452
Pacific Center for Financial Services
California
$1.02M +$7.02K +61 +0.7%
Vontobel Holding
1453
Vontobel Holding
Switzerland
$1.01M
SFSG
1454
Sound Financial Strategies Group
Mississippi
$1.01M +$122K +1,057 +14%
AWP
1455
Axis Wealth Partners
Rhode Island
$1M -$235K -2,042 -19%
1WA
1456
180 Wealth Advisors
Washington
$999K +$61K +530 +7%
NWP
1457
NerdWallet Wealth Partners
New York
$999K +$967K +8,412 New
KWM
1458
KMT Wealth Management
California
$996K
GKWIM
1459
Gerber Kawasaki Wealth & Investment Management
California
$996K +$230 +2 +0%
FNBTCON
1460
First National Bank & Trust Co of Newtown
Pennsylvania
$995K +$66.2K +576 +7%
OFG
1461
Oxford Financial Group
Indiana
$994K +$58.2K +506 +6%
OP
1462
ORG Partners
Indiana
$994K -$85.3K -742 -8%
BWM
1463
Birchcreek Wealth Management
Ohio
$994K -$12.3K -107 -1%
RIA
1464
RPG Investment Advisory
California
$992K -$25.8K -224 -3%
EWA
1465
Evolution Wealth Advisors
Florida
$989K -$35.1K -305 -4%
BAM
1466
Berkshire Asset Management
Pennsylvania
$987K -$41.4K -360 -4%
TCM
1467
TD Capital Management
Tennessee
$981K -$1.96K -17 -0.2%
CG
1468
Corundum Group
Colorado
$975K
NCFG
1469
New Century Financial Group
New Jersey
$975K +$15K +130 +2%
STCOSD
1470
Sageworth Trust Company of South Dakota
South Dakota
$975K
TSW
1471
Three Seasons Wealth
Utah
$973K -$8.51K -74 -0.9%
PSF
1472
Pacific Sun Financial
California
$970K -$19.6K -170 -2%
MA
1473
Mezzasalma Advisors
New Jersey
$970K +$939K +8,165 New
SI
1474
Severin Investments
Missouri
$968K -$204K -1,776 -18%
FAM
1475
Formidable Asset Management
Ohio
$967K +$343K +2,986 +51%

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.