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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
SBWIC
1826
Schaper Benz & Wise Investment Counsel
Wisconsin
$490K +$41.9K +364 +10%
BCA
1827
Ballentine Capital Advisors
South Carolina
$488K -$24.8K -216 -5%
FPB
1828
First PREMIER Bank
South Dakota
$486K -$575 -5 -0.1%
TPF
1829
Tribridge Partners Financial
Maryland
$486K -$6.1K -53 -1%
GAG
1830
GM Advisory Group
New York
$481K +$8.86K +77 +2%
HCM
1831
Hollencrest Capital Management
California
$481K +$115 +1 +0%
MFG
1832
Mosaic Financial Group
Illinois
$480K +$575 +5 +0.1%
DWM
1833
Diversify Wealth Management
Utah
$480K +$140K +1,213 +43%
GCL
1834
Gouws Capital LLC
North Carolina
$478K
KWS
1835
Keystone Wealth Services
California
$478K +$7.82K +68 +2%
SWM
1836
SeaCrest Wealth Management
New York
$477K -$877K -7,623 -66%
OFS
1837
Orrstown Financial Services
Pennsylvania
$476K -$334K -2,908 -42%
PSA
1838
Plum Street Advisors
Louisiana
$476K +$1.26K +11 +0.3%
CL
1839
CVFG LLC
Indiana
$476K +$29.9K +260 +7%
LG
1840
LAM Group
Oregon
$475K
FFA
1841
Founders Financial Alliance
North Carolina
$475K -$17.1K -149 -4%
SFP
1842
Shepherd Financial Partners
Massachusetts
$475K -$225K -1,954 -33%
VAG
1843
VisionPoint Advisory Group
Texas
$472K -$34.5K -300 -7%
RFA
1844
Rollins Financial Advisors
New York
$471K +$121K +1,048 +36%
KIA
1845
KCM Investment Advisors
California
$470K -$7.94K -69 -2%
C1AG
1846
Client 1st Advisory Group
Florida
$468K -$4.14K -36 -0.9%
AA
1847
Aufman Associates
Pennsylvania
$467K +$920 +8 +0.2%
IIC
1848
Ironwood Investment Counsel
Arizona
$467K +$805 +7 +0.2%
NAS
1849
Nicolet Advisory Services
Wisconsin
$461K -$10.8K -94 -2%
LF
1850
LifeSteps Financial
California
$460K

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.