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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
FFA
1476
First Foundation Advisors
California
$964K -$164K -1,426 -15%
MWS
1477
MFA Wealth Services
California
$961K +$41.9K +364 +5%
MFT
1478
Moisand Fitzgerald Tamayo
Florida
$959K +$5.87K +51 +0.6%
FG
1479
Foster Group
Iowa
$958K +$12.4K +108 +1%
KW
1480
KWB Wealth
California
$958K -$86.3K -750 -8%
BWFA
1481
Baltimore-Washington Financial Advisors
Maryland
$954K +$32.5K +283 +4%
TPW
1482
TL Private Wealth
Texas
$954K +$16.6K +144 +2%
PA
1483
Probity Advisors
Texas
$952K -$23.1K -201 -2%
SCG
1484
Sonata Capital Group
Washington
$951K
VAG
1485
Vannoy Advisory Group
Texas
$947K
MAM
1486
MMA Asset Management
Pennsylvania
$942K +$74K +643 +9%
IAIM
1487
International Assets Investment Management
Florida
$941K
PCH
1488
PGIM Custom Harvest
New Jersey
$940K -$46.5K -404 -5%
IA
1489
Integrity Alliance
Iowa
$937K -$220K -1,909 -19%
AF
1490
Advisornet Financial
Minnesota
$936K +$93.4K +812 +11%
OCM
1491
Objective Capital Management
Ohio
$936K -$24.3K -211 -3%
MGWM
1492
Marks Group Wealth Management
Minnesota
$934K
TPA
1493
Trivium Point Advisory
Connecticut
$932K -$8.4K -73 -0.9%
FB
1494
First Bancorp
Maine
$931K +$19.3K +168 +2%
OCM
1495
Orion Capital Management
California
$930K +$345 +3 +0%
MSRPS
1496
Maryland State Retirement & Pension System
Maryland
$929K +$899K +7,821 New
CAWM
1497
Capital Advisors Wealth Management
Washington
$929K -$107K -928 -11%
1IA
1498
1834 Investment Advisors
Wisconsin
$929K -$394K -3,424 -30%
CFA
1499
Camarda Financial Advisors
Florida
$928K +$93.6K +814 +12%
ACIM
1500
Azimuth Capital Investment Management
Michigan
$926K +$575K +5,000 +179%

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.