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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
A
1501
Argentarii
Ohio
$919K
HWM
1502
Hohimer Wealth Management
Washington
$918K +$1.03K +9 +0.1%
ZBNA
1503
Zions Bancorporation, National Association
Utah
$918K -$108K -938 -11%
IG
1504
IFS Group
Pennsylvania
$917K +$885K +7,697 New
SVWAG
1505
Sound View Wealth Advisors Group
Georgia
$910K +$23.8K +207 +3%
SM
1506
Sweeney & Michel
California
$909K +$3.22K +28 +0.4%
TCM
1507
Tufton Capital Management
Maryland
$907K -$24K -209 -3%
TIM
1508
Thompson Investment Management
Wisconsin
$904K +$68.8K +598 +9%
CGFA
1509
Colton Groome Financial Advisors
North Carolina
$904K -$2.88K -25 -0.3%
CL
1510
COWA LLC
Oklahoma
$904K +$2.3K +20 +0.3%
IA
1511
Insight Advisors
Pennsylvania
$903K -$1.73K -15 -0.2%
FWP
1512
Forefront Wealth Partners
Texas
$902K -$1.78M -15,455 -67%
STB
1513
S&T Bank
Pennsylvania
$898K -$9.66K -84 -1%
ITIM
1514
Indiana Trust & Investment Management
Indiana
$892K -$5.41K -47 -0.6%
TPW
1515
Transatlantique Private Wealth
New York
$891K
GWM
1516
Greenhouse Wealth Management
Connecticut
$889K +$2.88K +25 +0.3%
CWM
1517
Centurion Wealth Management
Virginia
$886K +$33.2K +289 +4%
LFG
1518
Larson Financial Group
Missouri
$881K -$17.7K -154 -2%
WOSD
1519
WFA of San Diego
California
$880K -$805 -7 -0.1%
CFD
1520
Creative Financial Designs
Indiana
$879K -$46.8K -407 -5%
VPP
1521
Vertex Planning Partners
Illinois
$879K +$7.36K +64 +0.9%
BTW
1522
Boston Trust Walden
Massachusetts
$878K +$131K +1,137 +18%
SC
1523
SummitTX Capital
Texas
$877K -$6.22M -54,063 -88%
MEAC
1524
M.E. Allison & Co
Texas
$877K +$50.6K +440 +6%
GAM
1525
Gemmer Asset Management
California
$877K +$86.6K +753 +11%

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.