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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
PTB
1601
Pioneer Trust Bank
Oregon
$743K -$35.3K -307 -5%
OPAM
1602
Ocean Park Asset Management
California
$735K +$711K +6,186 New
ACM
1603
Ardent Capital Management
Ohio
$735K -$1.5K -13 -0.2%
WPC
1604
White Pine Capital
Minnesota
$731K
Invesco
1605
Invesco
Georgia
$730K +$1.61K +14 +0.2%
CFG
1606
Cooper Financial Group
California
$730K +$23K +200 +3%
TI
1607
Truepoint Inc
Ohio
$728K -$1.26K -11 -0.2%
PTC
1608
Philadelphia Trust Company
Pennsylvania
$728K
WTA
1609
Washington Trust Advisors
Massachusetts
$723K -$3.1K -27 -0.4%
TWM
1610
Trueblood Wealth Management
Ohio
$722K +$50.4K +438 +8%
FL
1611
FreeGulliver LLC
Louisiana
$721K +$14.3K +124 +2%
S
1612
SignatureFD
Georgia
$719K -$180K -1,561 -21%
RIS
1613
Richmond Investment Services
Wisconsin
$714K +$23.8K +207 +4%
MFGM
1614
Marshall Financial Group (Maryland)
Maryland
$711K -$57K -496 -8%
WE
1615
Wealth Effects
Massachusetts
$711K -$28.9K -251 -4%
PFA
1616
Professional Financial Advisors
Nebraska
$711K -$7.36K -64 -1%
IWS
1617
Insight Wealth Strategies
California
$710K -$13.9K -121 -2%
HA
1618
HFG Advisors
Ohio
$707K -$7.94K -69 -1%
AA
1619
Advisory Alpha
Michigan
$707K -$17.1K -149 -2%
ME
1620
McIlrath & Eck
Washington
$706K +$15.5K +135 +2%
OWA
1621
Outlook Wealth Advisors
Texas
$704K -$76.7K -667 -10%
CWS
1622
Confluence Wealth Services
Pennsylvania
$703K -$126K -1,092 -16%
DFG
1623
Dupree Financial Group
Kentucky
$703K -$8.51K -74 -1%
CP
1624
Creekside Partners
California
$703K -$22.5K -196 -3%
SWP
1625
Strategic Wealth Partners
Ohio
$702K -$256K -2,228 -27%

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.