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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
SIM
2026
Sterling Investment Management
Arizona
$336K -$17K -148 -5%
FC
2027
Financial Consulate
Maryland
$336K +$325K +2,826 New
TRIA
2028
Trail Ridge Investment Advisors
Colorado
$335K +$23.1K +201 +8%
MAG
2029
M3 Advisory Group
Massachusetts
$335K -$3.45K -30 -1%
OPWM
2030
Oxinas Partners Wealth Management
Indiana
$334K -$18.5K -161 -5%
4A
2031
4Wealth Advisors
Illinois
$332K +$73K +635 +29%
SMH
2032
Sanders Morris Harris
Texas
$332K -$4.49K -39 -1%
CWM
2033
Copia Wealth Management
Oregon
$332K +$45K +391 +16%
EGA
2034
E&G Advisors
Texas
$331K +$34.5K +300 +12%
DWM
2035
Denver Wealth Management
Colorado
$331K +$10.6K +92 +3%
NCG
2036
Newport Capital Group
New Jersey
$330K +$115 +1 +0%
SFG
2037
SNS Financial Group
Minnesota
$330K
RIL
2038
Rothschild Investment LLC
Illinois
$330K
AFA
2039
AA Financial Advisors
Ohio
$329K -$2.65K -23 -0.8%
VPF
2040
Vantage Point Financial
Illinois
$329K
OWA
2041
Opal Wealth Advisors
New York
$328K
ML
2042
Mayport LLC
Massachusetts
$328K
VAM
2043
Virtue Asset Management
Illinois
$328K +$318K +2,761 New
TF
2044
Tandem Financial
Colorado
$328K +$317K +2,759 New
FM
2045
Family Management
New York
$327K -$311K -2,706 -50%
SGFG
2046
Silver Grove Financial Group
New York
$326K +$316K +2,746 New
ICM
2047
IMS Capital Management
Oregon
$326K -$243K -2,115 -44%
GL
2048
Gerber LLC
Ohio
$326K
AIC
2049
Allodium Investment Consultants
Minnesota
$325K -$5.75K -50 -2%
PCMK
2050
Paragon Capital Management (Kansas)
Kansas
$321K

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.