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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
CMP
1801
Courage Miller Partners
Virginia
$518K -$14.6K -127 -3%
SFO
1802
Stokes Family Office
Louisiana
$518K +$26.3K +229 +6%
MWM
1803
Melfa Wealth Management
Massachusetts
$517K +$6.9K +60 +1%
FA
1804
FC Advisory
Pennsylvania
$517K +$1.26K +11 +0.3%
MCM
1805
McRae Capital Management
New Jersey
$516K +$1.5K +13 +0.3%
QT
1806
Quantbot Technologies
New York
$515K -$2.97M -25,825 -86%
GIA
1807
Guyasuta Investment Advisors
Pennsylvania
$515K +$13.9K +121 +3%
IRP
1808
Investment Research Partners
Pennsylvania
$514K +$498K +4,327 New
BWA
1809
Bestgate Wealth Advisors
Maryland
$514K -$303K -2,634 -38%
CMI
1810
Clare Market Investments
Texas
$513K +$119K +1,031 +31%
SFFS
1811
Stonehage Fleming Financial Services
Jersey
$513K
KA
1812
Kooman & Associates
Pennsylvania
$511K +$5.17K +45 +1%
BWP
1813
Balboa Wealth Partners
Arizona
$509K +$106K +923 +27%
LCM
1814
Leisure Capital Management
California
$509K -$1.96K -17 -0.4%
HVIA
1815
Hudson Valley Investment Advisors
New York
$506K
DWP
1816
Daymark Wealth Partners
Ohio
$503K +$77.7K +676 +19%
FI
1817
FWG Investments
Kentucky
$503K -$44K -383 -8%
PHIC
1818
Pine Haven Investment Counsel
Massachusetts
$503K
AFO
1819
Allie Family Office
Florida
$503K -$8.63K -75 -2%
GHA
1820
GW Henssler & Associates
Georgia
$499K +$920 +8 +0.2%
TNB
1821
Thomasville National Bank
Georgia
$497K -$40.3K -350 -8%
AP
1822
Appleton Partners
Massachusetts
$495K
CWP
1823
Cyndeo Wealth Partners
Florida
$493K +$13.6K +118 +3%
LRIA
1824
Leonard Rickey Investment Advisors
Washington
$493K -$7.36K -64 -2%
LF
1825
Lantz Financial
Illinois
$491K

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.