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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
RCM
2126
Richardson Capital Management
Wisconsin
$280K +$18.4K +160 +7%
SLG
2127
Stanley-Laman Group
Pennsylvania
$278K -$5.98K -52 -2%
RW
2128
REDW Wealth
New Mexico
$277K +$8.63K +75 +3%
AWM
2129
Aberdeen Wealth Management
Illinois
$277K
AWA
2130
American Wealth Advisors
Georgia
$275K +$267K +2,318 New
BAM
2131
BOS Asset Management
Illinois
$275K +$266K +2,315 New
SWA
2132
SFMG Wealth Advisors
Texas
$274K +$460 +4 +0.2%
MA
2133
MJP Associates
Connecticut
$274K +$115 +1 +0%
CWP
2134
Concord Wealth Partners
Virginia
$274K -$110K -958 -29%
BIG
2135
Brookwood Investment Group
Arizona
$273K +$3.79K +33 +1%
PIFP
2136
Partners in Financial Planning
Virginia
$273K +$230 +2 +0.1%
PW
2137
Pandora Wealth
Illinois
$272K -$29.8K -259 -10%
SC
2138
Soundwatch Capital
Connecticut
$271K -$939K -8,161 -78%
APP
2139
Avantax Planning Partners
Iowa
$271K -$50.6K -440 -16%
IA
2140
Invested Advisors
Pennsylvania
$269K +$268K +2,330 New
GF
2141
Gimbal Financial
Indiana
$268K
RA
2142
Ruggaard & Associates
Ohio
$267K
SFA
2143
Souders Financial Advisors
Ohio
$267K -$222K -1,932 -46%
CBTWT
2144
Community Bank & Trust (Waco, Texas)
Texas
$267K -$27.9K -243 -10%
NIWA
2145
New Insight Wealth Advisors
California
$267K -$4.95K -43 -2%
AEPWM
2146
Atlantic Edge Private Wealth Management
Florida
$266K +$187K +1,626 +264%
SCM
2147
Schnieders Capital Management
California
$265K
FNB
2148
Farmers National Bank
Kentucky
$265K -$6.67K -58 -3%
D
2149
Dentgroup
Louisiana
$264K -$920 -8 -0.4%
SWM
2150
Sterling Wealth Management
Illinois
$264K -$20.4K -177 -7%

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.