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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
HT
1951
Heritage Trust
Oklahoma
$376K
DBRC
1952
D.B. Root & Company
Pennsylvania
$376K +$101K +876 +38%
AWA
1953
Arbor Wealth Advisors
Michigan
$376K
NCM
1954
Northside Capital Management
Oregon
$375K
CWM
1955
Castle Wealth Management
Florida
$375K
RDWM
1956
Red Door Wealth Management
Tennessee
$375K +$130K +1,128 +56%
BONH
1957
Bank of New Hampshire
New Hampshire
$375K -$26.7K -232 -7%
NEPWA
1958
New England Private Wealth Advisors
Massachusetts
$375K +$345 +3 +0.1%
WWA
1959
Wingate Wealth Advisors
Massachusetts
$374K +$4.83K +42 +1%
KWM
1960
Kaydan Wealth Management
Michigan
$373K -$20K -174 -5%
VA
1961
Vident Advisory
Georgia
$373K +$115 +1 +0%
HAP
1962
Harbor Asset Planning
Massachusetts
$373K +$1.26K +11 +0.4%
WTB
1963
Washington Trust Bank
Washington
$373K -$52.9K -460 -13%
MCA
1964
Midwest Capital Advisors
Michigan
$372K +$8.17K +71 +2%
WWC
1965
Waypoint Wealth Counsel
Georgia
$372K -$89.5K -778 -20%
FFL
1966
Financial Freedom LLC
Ohio
$372K -$172K -1,495 -32%
EWM
1967
Elevatus Welath Management
New York
$371K +$115K +1,001 +47%
AWM
1968
Activest Wealth Management
Florida
$371K -$104K -907 -23%
FA
1969
Fermata Advisors
California
$370K -$10.5K -91 -3%
NHC
1970
Nicholas Hoffman & Company
Georgia
$369K +$106K +925 +42%
WHCFA
1971
William Howard & Co Financial Advisors
Tennessee
$369K -$19.4K -169 -5%
FFG
1972
Foundry Financial Group
New Hampshire
$368K -$5.87K -51 -2%
HIS
1973
Horizon Investment Services
Indiana
$368K
SWM
1974
Segment Wealth Management
Texas
$367K -$19K -165 -5%
AGP
1975
Aspire Growth Partners
Florida
$366K +$1.38K +12 +0.4%

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.