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iShares Core S&P Small-Cap ETF
IJR

2,721 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,522 → 2,721 (+199)

4% more funds holding in top 10

Funds holding in top 10: 300 → 312 (+12)

1.18% more ownership

Funds ownership: 73.16% → 74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,026

Holders
2,721
Holders Change
+199
Holders Change %
+7.89%
% of All Funds
33.09%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.79%
New
344
Increased
1,056
Reduced
1,026
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$331M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$311M
3
Bank of America
Bank of America
North Carolina
+$227M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$193M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$190M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$334M
2
WANY
Wealthspire Advisors (New York)
New York
-$217M
3
UBS Group
UBS Group
Switzerland
-$96.2M
4
PPFA
Provida Pension Fund Administrator
Chile
-$91.7M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$91.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1526
QRG Capital Management
Illinois
$1.04M +$274K +2,290 +36%
PMFA
1527
Plante Moran Financial Advisors
Michigan
$1.04M -$3.83K -32 -0.4%
GAM
1528
Gemmer Asset Management
California
$1.04M +$148K +1,235 +17%
IC
1529
Inscription Capital
Texas
$1.03M -$14.1K -118 -1%
BFA
1530
Bragg Financial Advisors
North Carolina
$1.03M – – –
CFG
1531
Carr Financial Group
Massachusetts
$1.03M -$433K -3,617 -30%
IIM
1532
Ipswich Investment Management
Massachusetts
$1.03M -$2.63K -22 -0.3%
GM
1533
GeoWealth Management
Illinois
$1.03M +$325K +2,717 +47%
LW
1534
Linscomb Wealth
Texas
$1.02M -$4.19K -35 -0.4%
Vontobel Holding
1535
Vontobel Holding
Switzerland
$1.02M – – –
PFS
1536
Prospect Financial Services
New York
$1.02M -$26.2K -219 -3%
DWM
1537
Defined Wealth Management
Oregon
$1.02M -$11.2K -94 -1%
PCFFS
1538
Pacific Center for Financial Services
California
$1.02M – – –
DDC
1539
DF Dent & Co
Maryland
$1.01M +$1.01M +8,436 New
OP
1540
ORG Partners
Indiana
$1.01M +$8.01K +67 +0.8%
BWM
1541
Birchcreek Wealth Management
Ohio
$1.01M +$7.18K +60 +0.7%
SFSG
1542
Sound Financial Strategies Group
Mississippi
$1.01M -$6.94K -58 -0.7%
MWS
1543
MFA Wealth Services
California
$1.01M +$37.8K +316 +4%
BTW
1544
Boston Trust Walden
Massachusetts
$1.01M +$120K +1,000 +14%
EWA
1545
Evolution Wealth Advisors
Florida
$1M +$2.51K +21 +0.3%
SGCA
1546
Steel Grove Capital Advisors
Tennessee
$1M +$57.6K +482 +6%
FAM
1547
Formidable Asset Management
Ohio
$1M -$51.2K -428 -5%
NWM
1548
Nolet Wealth Management
Texas
$998K +$993K +8,306 New
GPWA
1549
Great Point Wealth Advisors
Massachusetts
$997K -$141K -1,178 -12%
NAS
1550
NWF Advisory Services
California
$996K -$63.9K -534 -6%
60 61
62
63 64

IJR Hedge Fund Activity: Q4 2025 in Review

2,721 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2025, worth a combined $65.8B — up 4.8% from $62.8B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new IJR positions and 96 closed out — a net gain of 248 holders — while 1,056 added to existing stakes and 1,026 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was JP Morgan Chase, cutting an estimated $334M.

  • 2,721 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2025, up from 2,522 in Q3 2025.
  • Funds reported $65.8B of iShares Core S&P Small-Cap ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 344 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2025 and 96 closed out, a net change of +248 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q4 2025 was Fidelity Investments, an estimated $331M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q4 2025 was JP Morgan Chase, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2025.