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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
OL
2076
one8zero8 LLC
North Carolina
$308K +$26.2K +228 +10%
PPWM
2077
PFG Private Wealth Management
Florida
$308K -$3.57M -31,018 -92%
IWS
2078
Integrity Wealth Solutions
Colorado
$308K +$46.9K +408 +19%
BAMG
2079
Brand Asset Management Group
Missouri
$307K +$7.13K +62 +2%
KCM
2080
Kendall Capital Management
Maryland
$306K
KDA
2081
Kraft Davis & Associates
Missouri
$306K -$89.6K -779 -23%
IC
2082
Iconiq Capital
California
$305K +$1.03K +9 +0.4%
PSP
2083
Pacific Sage Partners
Washington
$303K
PIA
2084
Pollock Investment Advisors
Michigan
$302K
E3F
2085
Eight 31 Financial
Texas
$301K +$22.4K +195 +8%
DCM
2086
Dudley Capital Management
Virginia
$301K +$25.2K +219 +9%
WAG
2087
Wallace Advisory Group
California
$299K
RIM
2088
Rockbridge Investment Management
New York
$299K -$3.1K -27 -1%
PAA
2089
Peregrine Asset Advisers
Oregon
$299K -$13.6K -118 -4%
HPBT
2090
Hickory Point Bank & Trust
Illinois
$298K
SAM
2091
Seelaus Asset Management
New Jersey
$296K -$25.1K -218 -8%
CL
2092
CIM LLC
New York
$295K
CIM
2093
Cambria Investment Management
California
$295K +$285K +2,481 New
RA
2094
Rockingstone Advisors
Massachusetts
$294K +$8.05K +70 +3%
IFS
2095
Ifrah Financial Services
Arkansas
$294K +$16.7K +145 +6%
GWS
2096
Glassman Wealth Services
Virginia
$293K -$19.3K -168 -6%
DHC
2097
Drum Hill Capital
Connecticut
$293K
BEC
2098
Blue Edge Capital
Virginia
$292K +$60.3K +524 +27%
CF
2099
Collier Financial
Colorado
$292K +$282K +2,456 New
Schroder Investment Management Group
2100
Schroder Investment Management Group
United Kingdom
$291K +$74.8K +650 +36%

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.