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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
LWM
2201
LongView Wealth Management
Georgia
$235K -$13.2K -115 -5%
MCA
2202
Maryland Capital Advisors
Maryland
$235K
CSB
2203
City State Bank
Iowa
$235K
PPW
2204
Parcion Private Wealth
Washington
$234K +$227K +1,972 New
FMTCOCP
2205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$234K
ZIG
2206
Zullo Investment Group
Pennsylvania
$234K +$115 +1 +0.1%
SRWM
2207
Shira Ridge Wealth Management
California
$234K +$226K +1,968 New
AG
2208
AmeriFlex Group
Nevada
$234K -$380K -3,307 -63%
CCG
2209
Catalina Capital Group
California
$233K +$6.67K +58 +3%
LIA
2210
LS Investment Advisors
Michigan
$233K -$1.15M -9,999 -84%
RWM
2211
Revisor Wealth Management
Ohio
$233K -$33.7K -293 -13%
LA
2212
LM Advisors
California
$233K
GIA
2213
Goodwin Investment Advisory
Georgia
$233K
4WM
2214
4J Wealth Management
Virginia
$231K +$115 +1 +0.1%
CLP
2215
Charis Legacy Partners
Texas
$231K +$224K +1,945 New
CPCM
2216
Cardinal Point Capital Management
Ontario, Canada
$230K -$38.4K -334 -14%
TCOTS
2217
Trust Company of the South
North Carolina
$230K -$575 -5 -0.3%
LF
2218
LifePlan Financial
Minnesota
$230K -$1.84K -16 -0.8%
BL
2219
BCWM LLC
Kansas
$229K +$222K +1,930 New
BWP
2220
Bernardo Wealth Planning
Pennsylvania
$229K -$3.56K -31 -2%
QP
2221
Quartz Partners
New York
$229K -$6.44K -56 -3%
VWA
2222
Valued Wealth Advisors
Utah
$228K
ISFAN
2223
Investor's Fiduciary Advisor Network
Washington
$228K +$6.67K +58 +3%
FC
2224
FCA Corp
Texas
$228K -$1.96K -17 -0.9%
FI
2225
Financial Insights
Washington
$227K

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.