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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
DIA
1926
Davidson Investment Advisors
Montana
$398K
GAA
1927
Guardian Asset Advisors
Pennsylvania
$397K -$2.04M -17,757 -84%
EPW
1928
Endeavor Private Wealth
Kansas
$396K +$383K +3,334 New
PMG
1929
Private Management Group
California
$395K -$4.25K -37 -1%
TA
1930
TFB Advisors
Kansas
$395K -$41.5K -361 -10%
SCM
1931
Sage Capital Management
New Jersey
$395K +$805 +7 +0.2%
SC
1932
Sierra Capital
Florida
$395K -$152K -1,325 -28%
FEG
1933
Fund Evaluation Group
Ohio
$395K +$36.1K +314 +10%
FAG
1934
Fortitude Advisory Group
Washington
$394K -$25.6K -223 -6%
HDIM
1935
Hanson & Doremus Investment Management
Vermont
$394K
CWM
1936
Concentrum Wealth Management
California
$394K +$113K +984 +42%
PWP
1937
Prasad Wealth Partners
Ohio
$393K +$14.6K +127 +4%
FFM
1938
Forum Financial Management
Illinois
$393K
TPI
1939
Trust Point Inc
Wisconsin
$392K +$12.3K +107 +3%
FM
1940
Foster & Motley
Ohio
$391K +$345 +3 +0.1%
RCM
1941
RMR Capital Management
California
$389K
SWP
1942
SIMA Wealth Partners
Virginia
$389K -$1.5K -13 -0.4%
FRA
1943
Frank Rimerman Advisors
California
$388K
SRC
1944
Sage Rhino Capital
California
$386K -$115 -1 -0%
FCIM
1945
Fairview Capital Investment Management
California
$385K
ACI
1946
Alpha Cubed Investments
California
$384K -$47.7K -415 -11%
TFM
1947
Trademark Financial Management
Minnesota
$384K +$1.03K +9 +0.3%
PFA
1948
Portland Financial Advisors
New York
$384K
KOC
1949
Koss-Olinger Consulting
Florida
$381K -$805 -7 -0.2%
HFA
1950
High Falls Advisors
New York
$380K +$230 +2 +0.1%

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.