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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
DA
1776
Doliver Advisors
Texas
$534K -$12.1K -105 -2%
TCM
1777
Tassel Capital Management
North Carolina
$533K -$2.42K -21 -0.5%
RZH
1778
Relyea Zuckerberg Hanson
Connecticut
$533K
GI
1779
GAMCO Investors
Connecticut
$531K -$4.83K -42 -0.9%
MWA
1780
Medallion Wealth Advisors
Connecticut
$531K -$66.2K -576 -11%
COCM
1781
Charter Oak Capital Management
New Hampshire
$531K +$22.8K +198 +5%
CCWM
1782
Correct Capital Wealth Management
Missouri
$530K
SAM
1783
S.A. Mason
Michigan
$529K -$2.88K -25 -0.6%
HCMG
1784
Howard Capital Management Group
California
$529K
TC
1785
TownSquare Capital
Utah
$528K -$73.5K -639 -13%
AAMC
1786
Asset Allocation & Management Company
Illinois
$528K
WPP
1787
Whalerock Point Partners
Rhode Island
$527K
TWP
1788
Triad Wealth Partners
Kansas
$527K +$54.9K +477 +12%
GWM
1789
GDS Wealth Management
Texas
$525K +$40K +348 +9%
EWM
1790
EPG Wealth Management
Georgia
$525K -$125K -1,085 -20%
BBPWM
1791
Blue Bell Private Wealth Management
Pennsylvania
$524K +$8.28K +72 +2%
MCM
1792
MV Capital Management
Maryland
$524K
SVWG
1793
Shared Vision Wealth Group
United States
$523K -$20.2K -176 -4%
TAFW
1794
Tred Avon Family Wealth
Maryland
$523K +$507K +4,404 New
NA
1795
Nautilus Advisors
California
$522K +$104K +904 +26%
SWM
1796
SFG Wealth Management
Maryland
$522K +$1.61K +14 +0.3%
CPA
1797
Clear Point Advisors
New York
$522K -$2.19K -19 -0.4%
NJIM
1798
Nabity-Jensen Investment Management
Nebraska
$520K
MSWMA
1799
Market Street Wealth Management Advisors
Indiana
$520K -$8.05K -70 -2%
CPW
1800
Cove Private Wealth
New York
$519K

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.