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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
GPWM
1751
Grant Private Wealth Management
California
$558K +$540K +4,698 New
WCM
1752
WealthBridge Capital Management
Ohio
$558K
DQRIM
1753
Dale Q Rice Investment Management
Washington
$557K -$38.2K -332 -7%
TCWM
1754
Total Clarity Wealth Management
Illinois
$557K -$20.2K -176 -4%
PFG
1755
Pinnacle Financial Group
Illinois
$557K +$6.1K +53 +1%
LWM
1756
Lakeridge Wealth Management
Ohio
$556K +$3.33K +29 +0.6%
WAG
1757
Winthrop Advisory Group
Massachusetts
$556K +$107K +929 +25%
BB
1758
Berkshire Bank
Massachusetts
$556K
PCA
1759
Peddock Capital Advisors
Massachusetts
$555K +$115 +1 +0%
SWTS
1760
Stonehaven Wealth & Tax Solutions
Wisconsin
$554K +$34.8K +303 +7%
FF
1761
Finley Financial
Nevada
$554K
WJWM
1762
Williams Jones Wealth Management
New York
$553K -$71.1K -618 -12%
RPCA
1763
Running Point Capital Advisors
California
$551K
JWM
1764
JGP Wealth Management
Oregon
$547K
LFG
1765
Lazard Frères Gestion
France
$546K
PI
1766
Parkside Investments
Illinois
$546K
First Trust Advisors
1767
First Trust Advisors
Illinois
$543K -$52.3K -455 -9%
BWP
1768
BSW Wealth Partners
Colorado
$543K -$2.53K -22 -0.5%
FC
1769
Financial Council
Maryland
$543K -$460 -4 -0.1%
CIAS
1770
CBIZ Investment Advisory Services
Ohio
$542K +$2.76K +24 +0.5%
MW
1771
Maia Wealth
Colorado
$539K -$32.8K -285 -6%
BF
1772
Bonfire Financial
Colorado
$537K +$115 +1 +0%
DP
1773
DDD Partners
Washington
$536K +$178K +1,549 +52%
PWA
1774
Primoris Wealth Advisors
Florida
$535K
AWA
1775
Alta Wealth Advisors
Massachusetts
$535K -$13.3K -116 -3%

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.