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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
MC
2276
McCarthy & Cox
Ohio
$212K +$205K +1,785 New
IWA
2277
Inspirion Wealth Advisors
Illinois
$212K +$209K +1,813 New
LG
2278
Leuthold Group
Minnesota
$212K -$158K -1,376 -44%
BFF
2279
Byrne Financial Freedom
Massachusetts
$212K +$205K +1,782 New
OHIS
2280
Oak Harvest Investment Services
Texas
$212K -$12.8K -111 -6%
IRAG
2281
Investment Research & Advisory Group
Georgia
$211K +$345 +3 +0.2%
BWA
2282
Burt Wealth Advisors
Maryland
$211K +$204K +1,778 New
AC
2283
Avestar Capital
New York
$211K +$204K +1,773 New
AWMM
2284
Aegis Wealth Management (Maryland)
Maryland
$210K +$204K +1,770 New
KF
2285
Krilogy Financial
Missouri
$210K +$204K +1,772 New
HP
2286
Hilltop Partners
Indiana
$210K -$7.82K -68 -4%
MPW
2287
MGO Private Wealth
California
$209K +$202K +1,757 New
FWP
2288
Falcon Wealth Planning
California
$208K +$201K +1,747 New
SF
2289
Strategent Financial
Virginia
$207K +$200K +1,743 New
CFP
2290
Curran Financial Partners
South Carolina
$207K +$200K +1,740 New
GFPC
2291
Global Financial Private Client
Florida
$207K +$200K +1,738 New
JLBC
2292
J.L. Bainbridge & Co
Florida
$206K -$24.2K -210 -11%
SP
2293
Stonebrook Private
Michigan
$206K +$199K +1,732 New
MPW
2294
Magnolia Private Wealth
Pennsylvania
$205K +$199K +1,729 New
SFG
2295
Shum Financial Group
California
$205K +$199K +1,726 New
DA
2296
Detalus Advisors
Missouri
$205K +$199K +1,726 New
TF
2297
TME Financial
California
$205K +$198K +1,725 New
KIM
2298
Kestra Investment Management
Texas
$205K +$198K +1,725 New
PWM
2299
Partners Wealth Management
California
$205K +$198K +1,722 New
IWM
2300
Integris Wealth Management
California
$204K +$198K +1,719 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.