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
SCM
2051
Stonehearth Capital Management
Massachusetts
$321K
ECA
2052
Elevated Capital Advisors
Utah
$320K -$13.1K -114 -4%
DWM
2053
Dopkins Wealth Management
New York
$320K
FA
2054
FF Advisors
California
$319K +$6.9K +60 +2%
CFGW
2055
Chancellor Financial Group WB
Pennsylvania
$319K -$920 -8 -0.3%
RCM
2056
Radnor Capital Management
Pennsylvania
$319K +$2.76K +24 +0.9%
JWS
2057
Juncture Wealth Strategies
Arizona
$317K -$27K -235 -8%
IWP
2058
IAG Wealth Partners
Wisconsin
$317K +$6.56K +57 +2%
BWA
2059
Blodgett Wealth Advisors
California
$316K
HSG
2060
Helen Stephens Group
Texas
$315K +$8.28K +72 +3%
FAN
2061
Financial Advisors Network
California
$313K -$2.53K -22 -0.8%
CF
2062
Claris Financial
Virginia
$312K +$55.9K +486 +23%
SFS
2063
Stiles Financial Services
Minnesota
$312K
CT
2064
Clearstead Trust
Maine
$312K
SIAG
2065
Signet Investment Advisory Group
Rhode Island
$312K
CAG
2066
Curtis Advisory Group
California
$311K -$2.88K -25 -0.9%
SCA
2067
Stillwater Capital Advisors
Pennsylvania
$311K +$14.8K +129 +5%
BDFN
2068
Bond & Devick Financial Network
Minnesota
$310K -$14.7K -128 -5%
RWM
2069
Riverbend Wealth Management
South Carolina
$309K -$11K -96 -4%
HFO
2070
Heritage Family Offices
Arizona
$309K -$38.4K -334 -11%
GSIAS
2071
Garden State Investment Advisory Services
New Jersey
$309K -$27.1K -236 -8%
ECM
2072
Elgethun Capital Management
South Dakota
$309K -$114K -995 -28%
BPFA
2073
Barnes Pettey Financial Advisors
Mississippi
$309K +$299K +2,598 New
ATS
2074
Ashton Thomas Securities
New York
$309K +$299K +2,597 New
SJGA
2075
Stephen J. Garry & Associates
New York
$308K

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.