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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
SHFA
1551
SC&H Financial Advisors
Maryland
$833K -$30.7K -267 -4%
PVI
1552
Pine Valley Investments
New Jersey
$833K -$41.1K -357 -5%
PIA
1553
Powell Investment Advisors
Florida
$831K +$2.99K +26 +0.4%
Fisher Asset Management
1554
Fisher Asset Management
Washington
$831K +$46.7K +406 +6%
DACG
1555
Donor Advised Charitable Giving
California
$829K -$275K -2,389 -25%
OFG
1556
Opulen Financial Group
Virginia
$829K +$5.75K +50 +0.7%
CPP
1557
Capasso Planning Partners
South Carolina
$827K -$25.8K -224 -3%
M
1558
MATAURO
New York
$824K +$1.61K +14 +0.2%
KW
1559
Keyvantage Wealth
Pennsylvania
$824K -$5.29K -46 -0.7%
SNB
1560
Security National Bank
Nebraska
$824K -$10.6K -92 -1%
AWA
1561
Acorn Wealth Advisors
Michigan
$820K +$127K +1,105 +19%
AT
1562
Arlington Trust
Alabama
$819K -$406K -3,529 -34%
BWM
1563
BKM Wealth Management
Wisconsin
$818K -$36.6K -318 -4%
GFG
1564
Greystone Financial Group
Michigan
$818K +$791K +6,881 New
CNBOF
1565
City National Bank of Florida
Florida
$814K +$24K +209 +3%
CPG
1566
Cornerstone Planning Group
New Jersey
$809K +$3.68K +32 +0.5%
RIG
1567
RiverFront Investment Group
Virginia
$805K
TWP
1568
Total Wealth Planning
Ohio
$804K +$56.4K +490 +8%
PCM
1569
Perritt Capital Management
Illinois
$802K +$2.88K +25 +0.4%
WLIM
1570
White Lighthouse Investment Management
Massachusetts
$799K -$54.6K -475 -7%
PAWA
1571
Palo Alto Wealth Advisors
California
$798K +$488K +4,242 +174%
BC
1572
Brio Consultants
California
$797K -$159K -1,385 -17%
NP
1573
Nilsine Partners
Colorado
$794K +$33.8K +294 +5%
HWM
1574
Horizons Wealth Management
North Carolina
$790K
RWP
1575
Ridgeline Wealth Planning
Ohio
$788K

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.