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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
BWP
1851
BlueStem Wealth Partners
Minnesota
$459K -$21.5K -187 -5%
CFP
1852
Cascade Financial Partners
California
$458K +$115 +1 +0%
DSC
1853
Duncker Streett & Co
Missouri
$457K
CTWM
1854
Cherry Tree Wealth Management
Minnesota
$455K
DWM
1855
DKM Wealth Management
California
$455K -$4.6K -40 -1%
AWG
1856
Altus Wealth Group
Colorado
$452K -$35.3K -307 -7%
SIS
1857
Sound Income Strategies
Florida
$452K -$45.2K -393 -9%
AF
1858
Alerus Financial
North Dakota
$451K -$1.84K -16 -0.4%
FVCM
1859
F&V Capital Management
Florida
$448K
FPL
1860
Fortress Private Ledger
North Carolina
$448K -$150K -1,303 -26%
KL
1861
KWMG LLC
Kansas
$447K -$13.1K -114 -3%
NCM
1862
NCM Capital Management
New Jersey
$446K +$19.1K +166 +5%
AC
1863
AlphaCore Capital
California
$445K -$2.76K -24 -0.6%
WH
1864
Willner & Heller
California
$443K -$10.1K -88 -2%
T. Rowe Price Associates
1865
T. Rowe Price Associates
Maryland
$443K
MAMG
1866
Milestone Asset Management Group
Connecticut
$441K +$1.38K +12 +0.3%
GAMC
1867
Garner Asset Management Corp
Texas
$441K -$1.26K -11 -0.3%
RRWA
1868
Rainey & Randall Wealth Advisors
Florida
$439K +$345 +3 +0.1%
LCWP
1869
Legacy Capital Wealth Partners
Arkansas
$439K -$11.6K -101 -0.9%
HBCM
1870
Heron Bay Capital Management
Michigan
$438K +$182K +1,581 +75%
TFA
1871
Teamwork Financial Advisors
Texas
$438K -$260K -2,262 -38%
ST
1872
Sentinel Trust
Texas
$436K
HZ
1873
Hixon Zuercher
Ohio
$434K +$420K +3,656 New
OWM
1874
Orgel Wealth Management
Wisconsin
$434K -$60.7K -528 -13%
MAM
1875
Milestone Asset Management
Pennsylvania
$433K +$419K +3,646 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.