We are live on ! Find out more
IJR icon

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
AWM
1676
Aprio Wealth Management
Georgia
$652K -$8.4K -73 -1%
WAL
1677
W Advisors LLC
Tennessee
$652K -$6.44K -56 -1%
TWP
1678
Tyche Wealth Partners
Texas
$651K -$478K -4,159 -43%
ARA
1679
Alexander Randolph Advisory
Virginia
$650K +$40.8K +355 +7%
CAM
1680
Clark Asset Management
New Hampshire
$647K +$213K +1,852 +52%
LPFG
1681
Landing Point Financial Group
Ohio
$647K -$492K -4,279 -44%
MSFS
1682
Main Street Financial Solutions
Pennsylvania
$647K +$50.3K +437 +9%
SAM
1683
SP Asset Management
California
$647K +$3.1K +27 +0.5%
2WWM
1684
21 West Wealth Management
California
$646K
TWG
1685
The Wealth Group
Minnesota
$642K +$6.1K +53 +1%
S
1686
Sunpointe
Missouri
$641K
CAM
1687
Costello Asset Management
Pennsylvania
$641K +$72.2K +628 +13%
LWM
1688
Liberty Wealth Management
California
$640K +$1.61K +14 +0.3%
MA
1689
Modus Advisors
Minnesota
$639K -$2.07K -18 -0.3%
NAG
1690
Northstar Advisory Group
New Jersey
$637K -$3.79K -33 -0.6%
AIM
1691
Alhambra Investment Management
Florida
$637K +$2.88K +25 +0.5%
Qube Research & Technologies (QRT)
1692
Qube Research & Technologies (QRT)
United Kingdom
$636K -$96.8M -841,999 -99%
HPM
1693
Hoxton Planning & Management
West Virginia
$634K +$3.91K +34 +0.6%
LIM
1694
Loudon Investment Management
New Hampshire
$629K +$32.4K +282 +6%
BOPW
1695
Brandywine Oak Private Wealth
Pennsylvania
$628K +$1.03K +9 +0.2%
FNA
1696
First National Advisers
Nebraska
$628K -$25.5K -222 -4%
BPC
1697
Banque Pictet & Cie
Switzerland
$624K
DWM
1698
Daner Wealth Management
Georgia
$624K -$230 -2 -0%
GT
1699
GreatBanc Trust
Illinois
$622K +$602K +5,238 New
JC
1700
JB Capital
Connecticut
$621K +$55.9K +486 +10%

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.