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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
HWM
1901
Howard Wealth Management
Connecticut
$413K -$575 -5 -0.1%
TW
1902
Traveka Wealth
California
$413K -$97.2K -845 -20%
RF
1903
Rossby Financial
Florida
$412K -$25.5K -222 -6%
IPAM
1904
Investment Partners Asset Management
New Jersey
$412K -$690 -6 -0.2%
I
1905
INVST
Indiana
$412K +$7.13K +62 +2%
CA
1906
CGN Advisors
Kansas
$411K -$1.15K -10 -0.3%
CP
1907
Clarendon Private
Massachusetts
$411K +$1.5K +13 +0.4%
AWM
1908
Avaii Wealth Management
Wisconsin
$410K +$20.7K +180 +5%
BFA
1909
Buttonwood Financial Advisors
Maryland
$410K -$4.25K -37 -1%
PA
1910
PSI Advisors
Florida
$409K -$28.8K -250 -7%
SCA
1911
Stonebridge Capital Advisors
Minnesota
$409K +$11.6K +101 +3%
PFA
1912
Petra Financial Advisors
Colorado
$407K +$115 +1 +0%
CAM
1913
Creekmur Asset Management
Illinois
$407K -$2.76K -24 -0.7%
TCM
1914
Traub Capital Management
Massachusetts
$407K
IWN
1915
Independent Wealth Network
Iowa
$405K +$4.37K +38 +1%
BST
1916
Bath Savings Trust
Maine
$405K +$24.6K +214 +7%
WP
1917
WealthPLAN Partners
Nebraska
$403K -$56.5K -491 -13%
PCM
1918
Poehling Capital Management
Wisconsin
$403K
BI
1919
Ballast Inc
Kentucky
$401K -$69.1K -601 -15%
BCM
1920
BTC Capital Management
Iowa
$399K -$6.79K -59 -2%
MCM
1921
Mitchell Capital Management
Kansas
$399K -$18.4K -160 -5%
KWM
1922
Kingsman Wealth Management
Florida
$399K -$66.7K -580 -15%
LA
1923
LexAurum Advisors
Kansas
$398K -$13.8K -120 -3%
PWMG
1924
Private Wealth Management Group
New Jersey
$398K -$1.15K -10 -0.3%
GC
1925
GatePass Capital
Ohio
$398K +$386K +3,352 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.