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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
IIA
2176
ICW Investment Advisors
Arizona
$250K
HFS
2177
Heritage Financial Services
Massachusetts
$249K -$1.26K -11 -0.5%
ACS
2178
Archford Capital Strategies
Illinois
$248K
FA
2179
FSA Advisors
Michigan
$247K +$239K +2,082 New
MFWP
2180
Mosaic Family Wealth Partners
Missouri
$247K +$1.84K +16 +0.8%
ANB
2181
Amarillo National Bank
Texas
$247K -$4.71K -41 -2%
SPWG
2182
Syntegra Private Wealth Group
Missouri
$246K -$23K -200 -9%
EA
2183
Eclectic Associates
California
$246K
CCG
2184
Coastwise Capital Group
California
$246K +$238K +2,070 New
AWMG
2185
ADG Wealth Management Group
Louisiana
$244K -$7.48K -65 -3%
FP
2186
Fiduciary Planning
Florida
$244K
RIP
2187
Reliant Investment Partners
North Carolina
$244K
PP
2188
Patron Partners
Texas
$243K -$22.3K -194 -9%
TF
2189
Tenon Financial
New Jersey
$242K
BMC
2190
Beaton Management Company
Massachusetts
$242K -$14.4K -125 -6%
BIG
2191
Brooklyn Investment Group
New York
$241K
MHR
2192
Matthew Hamilton Rosenberg
$241K -$14.5K -126 -6%
BOSSRA
2193
B.O.S.S. Retirement Advisors
Utah
$240K -$18.4K -160 -7%
WF
2194
WoodTrust Financial
Wisconsin
$239K -$136K -1,182 -37%
KWM
2195
KFG Wealth Management
Indiana
$238K +$230K +2,004 New
SF
2196
Slagle Financial
Illinois
$238K +$2.07K +18 +0.9%
VCM
2197
Versant Capital Management
Arizona
$237K
HWM
2198
Hemington Wealth Management
Virginia
$237K
GSC
2199
Ground Swell Capital
South Carolina
$237K +$229K +1,992 New
HGA
2200
Hobbs Group Advisors
South Carolina
$237K +$229K +1,991 New

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.