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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
VFA
176
Voya Financial Advisors
Connecticut
$38.2M -$4.37M -37,996 -11%
SILC
177
Starr Indemnity & Liability Company
New York
$38.1M
AWA
178
Amplius Wealth Advisors
Pennsylvania
$37.9M +$4.17M +36,293 +13%
AFG
179
Albion Financial Group
Utah
$37.9M -$190K -1,655 -0.5%
VA
180
Valmark Advisers
Ohio
$36.7M -$4.56M -39,617 -11%
FTWA
181
Fifth Third Wealth Advisors
Ohio
$36.6M +$368K +3,196 +1%
MFG
182
Magnus Financial Group
New York
$36.6M +$295K +2,569 +0.8%
CCFCSB
183
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M
WTC
184
WhitTier Trust Company
Nevada
$36M +$7.61M +66,150 +28%
CFO
185
Colony Family Offices
North Carolina
$35.9M -$5.2M -45,230 -13%
JWA
186
JFS Wealth Advisors
Pennsylvania
$35.8M -$439K -3,814 -1%
FFA
187
Fi3 Financial Advisors
Indiana
$35.6M +$763K +6,631 +2%
AWE
188
Avidian Wealth Enterprises
Texas
$35.1M +$371K +3,223 +1%
CWM
189
Calamos Wealth Management
Illinois
$34.2M -$27.9M -242,742 -46%
RFA
190
RTD Financial Advisors
Pennsylvania
$34.2M +$1.63M +14,136 +5%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34M +$1.09M +9,469 +3%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$33.8M -$304K -2,640 -0.9%
GLLW
193
Graves Light Lenhart Wealth
Virginia
$33.7M -$495K -4,302 -1%
GBT
194
Grove Bank & Trust
Florida
$33.2M +$75.2K +654 +0.2%
FAM
195
Frontier Asset Management
Wyoming
$33.1M -$750K -6,519 -2%
William Blair & Company
196
William Blair & Company
Illinois
$33.1M -$760K -6,610 -2%
WAM
197
Wallington Asset Management
Indiana
$33M +$411K +3,574 +1%
FA
198
Fountainhead AM
New Jersey
$32.8M +$2.44M +21,216 +8%
Lazard Asset Management
199
Lazard Asset Management
New York
$32.7M -$3.14M -27,275 -9%
BFG
200
Bleakley Financial Group
New Jersey
$32.7M -$1.82M -15,799 -5%

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.