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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
MFS
2151
Madrona Financial Services
Washington
$264K +$230 +2 +0.1%
WSWA
2152
Warren Street Wealth Advisors
California
$263K -$61.2K -532 -19%
PWP
2153
Phillips Wealth Planners
Mississippi
$263K +$575 +5 +0.2%
CB
2154
Chris Bulman
California
$263K
HGWM
2155
Horst & Graben Wealth Management
Oregon
$262K +$4.95K +43 +2%
CIEC
2156
Crédit Industriel et Commercial
France
$260K -$340K -2,958 -57%
JFG
2157
Jefferies Financial Group
New York
$259K -$160K -1,394 -39%
PG
2158
Patten Group
Tennessee
$259K
SP
2159
Successful Portfolios
Florida
$259K +$250K +2,176 New
EFG
2160
Everhart Financial Group
Ohio
$259K -$1.26K -11 -0.5%
VAMG
2161
Voisard Asset Management Group
Michigan
$258K -$13.3K -116 -5%
CCA
2162
Cypress Capital Advisors
Tennessee
$258K
PBF
2163
Petix & Botte Financial
California
$257K -$4.37K -38 -2%
MWM
2164
MY Wealth Management
Maryland
$257K
PAM
2165
Pegasus Asset Management
New York
$256K
NWA
2166
Navis Wealth Advisors
New York
$256K
JIR
2167
James Investment Research
Ohio
$256K +$7.71K +67 +3%
HWMO
2168
Heritage Wealth Management (Ohio)
Ohio
$255K +$20.5K +178 +9%
NSAM
2169
North Star Asset Management
Wisconsin
$255K +$33.9K +295 +16%
GTAM
2170
Global Trust Asset Management
Florida
$255K +$109K +949 +79%
OFS
2171
OneAscent Financial Services
Alabama
$254K -$34.7K -302 -12%
MP
2172
Moment Partners
California
$253K +$245K +2,133 New
SA
2173
SRH Advisors
Kansas
$253K
FPWM
2174
FSB Premier Wealth Management
Iowa
$253K +$3.22K +28 +1%
CAM
2175
CPA Asset Management
Florida
$251K

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.