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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
AWM
2101
Aries Wealth Management
Maine
$291K
WCG
2102
Weaver Consulting Group
California
$289K
CI
2103
Ceera Investments
Texas
$289K +$279K +2,430 New
WRPWM
2104
Werba Rubin Papier Wealth Management
California
$288K -$39.7K -345 -12%
IWC
2105
Infinity Wealth Counsel
Ohio
$288K -$28.8K -250 -9%
DI
2106
DDFG Inc
California
$288K +$3.22K +28 +1%
SCM
2107
Saxony Capital Management
Missouri
$288K +$278K +2,421 New
BWM
2108
BCGM Wealth Management
Indiana
$287K
MW
2109
Members Wealth
Pennsylvania
$287K +$277K +2,407 New
IAG
2110
Investmark Advisory Group
Connecticut
$286K +$1.03K +9 +0.4%
AAM
2111
Augustine Asset Management
Florida
$286K -$115 -1 -0%
SHGA
2112
Sand Hill Global Advisors
California
$286K -$46K -400 -14%
SCM
2113
Seascape Capital Management
New Hampshire
$286K +$5.06K +44 +2%
BWM
2114
BCS Wealth Management
Tennessee
$286K +$115 +1 +0%
GC
2115
GFG Capital
Florida
$286K +$2.19K +19 +0.8%
CK
2116
Cohen Klingenstein
New York
$285K
Group One Trading
2117
Group One Trading
Illinois
$285K +$80.5K +700 +41%
AWM
2118
Alterna Wealth Management
Texas
$285K +$276K +2,396 New
LFA
2119
Legacy Financial Advisors
Kentucky
$285K -$15.3K -133 -5%
BZWA
2120
Blue Zone Wealth Advisors
California
$284K +$1.96K +17 +0.7%
DCM
2121
Davidson Capital Management
Texas
$283K
CRI
2122
Colonial River Investments
Virginia
$281K -$4.49K -39 -2%
SAM
2123
Strategy Asset Managers
California
$281K +$7.94K +69 +3%
CWS
2124
Cypress Wealth Services
California
$281K +$45.4K +395 +20%
CC
2125
Chicago Capital
Illinois
$280K -$7.36K -64 -3%

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.