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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
WQ
2226
Wealth Quarterback
New Jersey
$227K +$690 +6 +0.3%
BCP
2227
Blue Chip Partners
Michigan
$226K +$219K +1,905 New
PP
2228
PDS Planning
Ohio
$226K -$17.4K -151 -7%
AFA
2229
Antonelli Financial Advisors
Michigan
$226K -$49.9K -434 -19%
DLCIG
2230
D.L. Carlson Investment Group
New Hampshire
$226K -$63.6K -553 -23%
HFS
2231
Hughes Financial Services
Virginia
$225K -$9.55K -83 -4%
LCG
2232
Lakeshore Capital Group
Illinois
$225K +$6.56K +57 +3%
WLPWM
2233
Walled Lake Planning & Wealth Management
Illinois
$225K +$3.91K +34 +2%
SP
2234
Stablepoint Partners
Massachusetts
$225K -$8.86K -77 -4%
KCP
2235
Kera Capital Partners
California
$225K +$345 +3 +0.2%
PPW
2236
Presilium Private Wealth
Pennsylvania
$224K +$217K +1,887 New
NIM
2237
Nicollet Investment Management
Minnesota
$224K
AWP
2238
Ascent Wealth Partners
New York
$224K -$6.79K -59 -3%
APWA
2239
Atlas Private Wealth Advisors
New Jersey
$223K -$232K -2,021 -52%
TWM
2240
Tanager Wealth Management
United Kingdom
$222K +$460 +4 +0.2%
LB
2241
Legacy Bridge
Iowa
$222K
WW
2242
Waterfront Wealth
Kansas
$222K
NPAN
2243
Northeast Planning Associates NH
New Hampshire
$222K
GWAM
2244
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K +$214K +1,864 New
MCM
2245
Morton Capital Management
California
$220K
AWM
2246
Arista Wealth Management
Nevada
$220K
SO
2247
Sierra Ocean
California
$219K -$3.33K -29 -2%
MFG
2248
MidWestOne Financial Group
Iowa
$219K
IP
2249
Investment Partners
Ohio
$219K +$460 +4 +0.2%
LKBC
2250
L.K. Benson & Company
Maryland
$218K +$211K +1,838 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.