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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
BFG
1651
Bouchey Financial Group
New York
$679K -$7.71K -67 -1%
LNB
1652
Ledyard National Bank
$675K +$7.71K +67 +1%
LSA
1653
Lion Street Advisors
Texas
$674K +$354K +3,082 +107%
AA
1654
Ashford Advisors
New York
$673K +$503K +4,372 +339%
BCM
1655
Brookmont Capital Management
Texas
$672K -$228K -1,982 -26%
SL
1656
SFM LLC
New Hampshire
$671K -$51.2K -445 -7%
SCA
1657
Strathmore Capital Advisors
North Carolina
$668K +$40.3K +350 +7%
AAG
1658
Armstrong Advisory Group
Massachusetts
$667K +$115 +1 +0%
NB
1659
Nicolet Bankshares
Wisconsin
$667K -$3.68K -32 -0.6%
RBC
1660
Roble Belko & Company
Pennsylvania
$666K -$4.22M -36,723 -87%
I
1661
InvesTrust
Oklahoma
$666K -$805 -7 -0.1%
MSG
1662
Main Street Group
Virginia
$665K +$71.7K +623 +13%
GWSG
1663
GPS Wealth Strategies Group
Colorado
$665K +$357K +3,106 +125%
MG
1664
Marex Group
$664K -$59.6K -518 -8%
Deutsche Bank
1665
Deutsche Bank
Germany
$663K
MI
1666
Moneywise Inc
Virginia
$662K -$127K -1,102 -17%
RWA
1667
River Wealth Advisors
Pennsylvania
$661K -$12.8K -111 -2%
CB
1668
CNB Bank
Pennsylvania
$660K -$1.84K -16 -0.3%
HWA
1669
Hillcrest Wealth Advisors
New Jersey
$660K -$46K -400 -7%
AWM
1670
Adams Wealth Management
Utah
$659K -$935K -8,133 -59%
CI
1671
CacheTech Inc
Utah
$659K -$935K -8,133 -59%
SSA
1672
Sierra Summit Advisors
Nevada
$658K -$38K -330 -6%
GF
1673
GGM Financials
Ohio
$657K -$36.5K -317 -5%
EB
1674
Exchange Bank
California
$657K -$3.68K -32 -0.6%
IIA
1675
Integral Investment Advisors
California
$653K -$74.8K -650 -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.