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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
TW
1976
Towerpoint Wealth
California
$366K +$17.4K +151 +5%
DS
1977
DRW Securities
Illinois
$366K
TMWM
1978
Taylor & Morgan Wealth Management
Michigan
$366K +$117K +1,016 +49%
EHC
1979
Everett Harris & Co
California
$364K +$7.71K +67 +2%
VPA
1980
Vernal Point Advisors
California
$364K +$353K +3,066 New
CWA
1981
Clarity Wealth Advisors
California
$364K -$3.22K -28 -0.9%
RIA
1982
Realta Investment Advisors
Delaware
$363K +$208K +1,807 +144%
AFAS
1983
Acorn Financial Advisory Services
Virginia
$361K +$21.2K +184 +6%
HCMT
1984
Highland Capital Management (Tennessee)
Tennessee
$361K -$25.4K -221 -7%
SGI
1985
Summit Global Investments
Utah
$361K +$84.8K +737 +32%
PWM
1986
Penobscot Wealth Management
Maine
$361K -$41.1K -357 -11%
ORC
1987
O'Rourke & Company
Massachusetts
$361K +$19.1K +166 +6%
OWA
1988
Octavia Wealth Advisors
Ohio
$360K -$12.3K -107 -3%
CNBT
1989
Canandaigua National Bank & Trust
New York
$358K
CCA
1990
Clarity Capital Advisors
Florida
$356K +$1.26K +11 +0.4%
CWM
1991
Collaborative Wealth Management
Florida
$356K -$82.3K -716 -19%
PWS
1992
Peloton Wealth Strategists
Indiana
$355K +$9.78K +85 +3%
SA
1993
Sovran Advisors
California
$354K -$61.8K -537 -15%
BL
1994
BFSG LLC
California
$354K
NG
1995
Norden Group
Utah
$354K +$6.21K +54 +2%
SEM
1996
Strategic Equity Management
Arizona
$353K -$33.4K -290 -9%
LWM
1997
Level Wealth Management
North Carolina
$351K -$82.3K -716 -19%
WPW
1998
Watershed Private Wealth
Illinois
$350K -$137K -1,190 -29%
WG
1999
Welch Group
Alabama
$349K +$126K +1,096 +60%
SWA
2000
Strata Wealth Advisors
Texas
$349K +$338K +2,936 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.