We are live on ! Find out more
IJR icon

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
DWM
2001
Darwin Wealth Management
Florida
$349K +$199K +1,732 +144%
BWP
2002
Baldwin Wealth Partners
Massachusetts
$349K -$5.75K -50 -2%
PAMG
2003
Patton Albertson Miller Group
Tennessee
$348K -$2.88K -25 -0.8%
FDCP
2004
Foster Dykema Cabot & Partners
Massachusetts
$346K +$12.3K +107 +4%
SIM
2005
Synergy Investment Management
Florida
$346K
FWI
2006
Facet Wealth Inc
Maryland
$346K +$15.8K +137 +5%
RAM
2007
Redmond Asset Management
Virginia
$346K -$2.99K -26 -0.9%
CCA
2008
Checchi Capital Advisers
California
$345K
PS
2009
Pinney & Scofield
Massachusetts
$345K
LWP
2010
LMG Wealth Partners
Louisiana
$345K +$16.1K +140 +5%
VWM
2011
Vermillion Wealth Management
Minnesota
$344K -$30.2K -263 -8%
PCS
2012
Private Client Services
Kentucky
$344K +$12.9K +112 +4%
LWA
2013
Lifelong Wealth Advisors
Minnesota
$344K +$115 +1 +0%
PFM
2014
Potomac Fund Management
Florida
$344K -$36.6K -318 -10%
SWIG
2015
Strategic Wealth Investment Group
Kentucky
$339K +$328K +2,856 New
SAW
2016
Signal Advisors Wealth
Michigan
$339K +$82.2K +715 +33%
HCC
2017
Hirtle Callaghan & Co
Pennsylvania
$339K -$76.6K -666 -19%
EP
2018
EPIQ Partners
Minnesota
$339K +$5.75K +50 +2%
MMHP
2019
Murphy Middleton Hinkle & Parker
Georgia
$338K
WB
2020
Webster Bank
Connecticut
$338K
CWP
2021
Core Wealth Partners
California
$337K +$20.2K +176 +7%
WB
2022
West Bancorporation
Iowa
$337K +$57.9K +503 +22%
SEP
2023
Southland Equity Partners
Missouri
$337K -$13.1K -114 -4%
WIC
2024
Woodmont Investment Counsel
Tennessee
$337K -$13.5K -117 -4%
IIL
2025
Insight Inv LLC
California
$336K

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.