We are live on ! Find out more
IJR icon

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
WFA
1876
Wells Financial Advisors
Massachusetts
$433K -$37.7K -328 -8%
DI
1877
DAGCO Inc
Ohio
$432K -$39.2K -341 -9%
TC
1878
Truvestments Capital
Florida
$431K -$14.5K -126 -3%
OC
1879
Oarsman Capital
Wisconsin
$429K +$42.8K +372 +11%
SL
1880
Sentry LLC
Tennessee
$428K
COFSG
1881
Carbahal Olsen Financial Services Group
California
$426K -$1.5K -13 -0.4%
CWP
1882
CFM Wealth Partners
Texas
$425K
SCM
1883
Sterling Capital Management
North Carolina
$424K -$279K -2,425 -40%
WCM
1884
Weaver Capital Management
Georgia
$422K -$13.7K -119 -3%
HPA
1885
High Probability Advisors
New York
$422K -$8.28K -72 -2%
TLFA
1886
True Link Financial Advisors
California
$422K +$124K +1,077 +44%
BFC
1887
Bedel Financial Consulting
Indiana
$421K -$1.96K -17 -0.5%
AWAG
1888
ARS Wealth Advisors Group
Florida
$421K -$19.4K -169 -5%
CAP
1889
Columbia Advisory Partners
Washington
$420K
MPI
1890
Mairs & Power Inc
Minnesota
$418K +$53.4K +464 +15%
TAM
1891
TCP Asset Management
Ohio
$417K -$1.38K -12 -0.3%
WMA
1892
West Michigan Advisors
Michigan
$417K -$12.2K -106 -3%
WAG
1893
Wiser Advisor Group
Arizona
$417K +$1.5K +13 +0.4%
TH
1894
Team Hewins
California
$417K +$403K +3,507 New
CWA
1895
Crux Wealth Advisors
California
$417K -$16.3K -142 -4%
JBA
1896
Johnson Bixby & Associates
Washington
$416K -$93.2K -810 -19%
AIP
1897
ARS Investment Partners
New York
$416K
MCM
1898
M1 Capital Management
Michigan
$415K -$13.7K -119 -3%
B
1899
Bensler
Washington
$414K +$9.43K +82 +2%
CFA
1900
Capstone Financial Advisors
Illinois
$413K -$110K -959 -22%

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.