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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
SWM
1701
Sendero Wealth Management
Texas
$621K -$51.5K -448 -8%
SFP
1702
Strategic Financial Planning
Texas
$620K
HFS
1703
Haverford Financial Services
Pennsylvania
$619K
GJIA
1704
Glass Jacobson Investment Advisors
Maryland
$617K +$22.3K +194 +4%
FWP
1705
Fiduciary Wealth Partners
Massachusetts
$616K +$596K +5,183 New
PCA
1706
Prosperity Capital Advisors
Ohio
$616K +$70.3K +611 +13%
SWM
1707
Seaside Wealth Management
California
$613K
3IP
1708
3Chopt Investment Partners
Virginia
$612K -$6.21K -54 -1%
WCWM
1709
Willow Creek Wealth Management
California
$611K
PPG
1710
Peak Planning Group
Colorado
$609K
CHAM
1711
Clear Harbor Asset Management
Connecticut
$609K -$115 -1 -0%
CA
1712
Carson Advisory
Georgia
$608K -$80.4K -699 -12%
BWM
1713
BAM Wealth Management
Colorado
$607K +$588K +5,111 New
KWM
1714
KW Wealth Management
California
$606K +$587K +5,101 New
TFGT
1715
TS Financial Group (TSFG)
Illinois
$606K -$50.9K -443 -8%
GHAM
1716
Gilman Hill Asset Management
Connecticut
$603K -$259K -2,255 -31%
ST
1717
Somerset Trust
Pennsylvania
$601K
PCMF
1718
Private Capital Management (Florida)
Florida
$600K +$139K +1,206 +31%
CFO
1719
Collective Family Office
Pennsylvania
$599K +$219K +1,901 +60%
JHCP
1720
Jackson Hole Capital Partners
Oklahoma
$598K +$48.8K +424 +9%
WHG
1721
Westwood Holdings Group
Texas
$597K +$23.7K +206 +4%
KSWA
1722
Kathleen S. Wright Associates
Pennsylvania
$594K -$20.7K -180 -3%
AC
1723
Allstate Corporation
Illinois
$594K
DKCM
1724
Davidson Kahn Capital Management
California
$593K -$460 -4 -0.1%
SNWA
1725
Siligmueller & Norvid Wealth Advisors
Illinois
$593K +$561K +4,877 New

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.