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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
DSA
1626
Droms Strauss Advisors
Missouri
$699K -$18.1K -157 -3%
MWM
1627
McNaughton Wealth Management
California
$699K +$230 +2 +0%
BA
1628
Brightwater Advisory
Florida
$699K -$8.86K -77 -1%
MWA
1629
Meridian Wealth Advisors
Texas
$699K +$14.4K +125 +2%
FFA
1630
Fortune Financial Advisors
Kansas
$697K -$217K -1,887 -24%
PFG
1631
PAX Financial Group
Texas
$695K -$100K -873 -13%
T
1632
Tableaux
Massachusetts
$695K +$336K +2,922 +100%
SCA
1633
Stokes Capital Advisors
South Carolina
$695K -$36K -313 -5%
GM
1634
GeoWealth Management
Illinois
$693K +$403K +3,501 +150%
MLL
1635
Moody Lynn & Lieberson
Massachusetts
$693K -$29.2K -254 -4%
JCM
1636
Janney Capital Management
Pennsylvania
$692K +$32.8K +285 +5%
MWA
1637
Motive Wealth Advisors
Michigan
$692K
LCM
1638
Lazari Capital Management
California
$692K +$1.03K +9 +0.2%
KA
1639
Kearns & Associates
California
$690K
SW
1640
SteelPeak Wealth
California
$690K -$25.3K -220 -4%
CBT
1641
Crews Bank & Trust
Florida
$689K -$2.88K -25 -0.4%
AIS
1642
American Investment Services
Massachusetts
$688K +$17.3K +150 +3%
SEEDPG
1643
S.E.E.D. Planning Group
New York
$687K +$20.5K +178 +3%
AAMA
1644
Advanced Asset Management Advisors
Ohio
$687K
SAS
1645
Stelac Advisory Services
New York
$686K -$90.5K -787 -12%
CIS
1646
Connors Investor Services
Pennsylvania
$686K +$10.9K +95 +2%
CAMG
1647
CWA Asset Management Group
Florida
$685K +$83.8K +729 +14%
VT
1648
Vise Technologies
New York
$684K -$494K -4,291 -43%
CCM
1649
Crew Capital Management
Ohio
$681K -$228K -1,985 -26%
AIFAIM
1650
American Institute for Advanced Investment Management
Arizona
$681K -$5.29K -46 -0.8%

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.