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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
HI
201
Hudock Inc
Pennsylvania
$32M -$577K -5,021 -2%
RCA
202
Resonant Capital Advisors
Wisconsin
$31.9M +$2.15M +18,667 +7%
ASN
203
Advisory Services Network
Georgia
$31.5M +$1.36M +11,867 +5%
PS
204
Principal Securities
Iowa
$31.4M -$453K -3,936 -1%
PA
205
Pinnacle Associates
New York
$31.2M -$95.6K -831 -0.3%
FFBTD
206
First Financial Bank - Trust Division
Ohio
$30.9M -$2.26M -19,640 -7%
FFS
207
Founders Financial Securities
Maryland
$30.7M +$2.41M +20,975 +9%
SFS
208
Summit Financial Strategies
Ohio
$30.6M +$1.86M +16,148 +7%
HI
209
Horizon Investments
North Carolina
$30.3M +$3.29M +28,587 +13%
RWB
210
RMR Wealth Builders
New Jersey
$30.2M +$1.52M +13,212 +5%
VC
211
Vicus Capital
Pennsylvania
$30.1M -$32.8M -284,772 -53%
OC
212
Oakworth Capital
Alabama
$30M +$915K +7,958 +3%
HWM
213
HB Wealth Management
Georgia
$29.9M +$361K +3,141 +1%
FEG
214
Financial Enhancement Group
Indiana
$29.7M -$7.13K -62 -0%
MW
215
MBL Wealth
North Carolina
$29.7M -$147K -1,274 -0.5%
SC
216
Savant Capital
Illinois
$29.7M +$1.45M +12,639 +5%
CFP
217
Catalyst Financial Partners
Massachusetts
$29.6M -$1.75M -15,191 -6%
HW
218
Hancock Whitney
Mississippi
$29.5M -$516K -4,487 -2%
CIA
219
Capital Investment Advisors
Georgia
$29.5M +$82.7K +719 +0.3%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$29.5M +$916K +7,961 +3%
MWP
221
Madison Wealth Partners
Wisconsin
$29.2M +$87.8K +763 +0.3%
Fiera Capital (Canada)
222
Fiera Capital (Canada)
Quebec, Canada
$29.2M +$269K +2,335 +1%
SPP
223
Single Point Partners
Massachusetts
$28.8M +$377K +3,282 +1%
LBC
224
Lowe Brockenbrough & Co
Virginia
$28.5M +$1.17M +10,164 +4%
GC
225
Guidance Capital
Kentucky
$28.4M +$26.7M +232,553 +10,327%

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.