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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
DW30
2301
Drucker Wealth 3.0
New Jersey
$204K +$198K +1,718 New
GG
2302
GenWealth Group
New Jersey
$203K +$197K +1,710 New
MP
2303
McDonald Partners
Ohio
$203K +$196K +1,708 New
OFO
2304
OneAscent Family Office
Alabama
$203K +$196K +1,705 New
WWM
2305
Whalen Wealth Management
Nevada
$202K +$196K +1,700 New
HNW
2306
High Note Wealth
Minnesota
$202K
APA
2307
Astoria Portfolio Advisors
New York
$201K -$160K -1,389 -45%
TWM
2308
Topsail Wealth Management
North Carolina
$199K +$230 +2 +0.1%
GWP
2309
Gen-Wealth Partners
Michigan
$196K
CVM
2310
Cheviot Value Management
California
$196K -$7.94K -69 -4%
MWM
2311
MGB Wealth Management
Texas
$194K
Kayne Anderson Rudnick Investment Management
2312
Kayne Anderson Rudnick Investment Management
California
$188K
RTL
2313
Red Tortoise LLC
Georgia
$184K
JGIA
2314
Jackson Grant Investment Advisers
Connecticut
$183K
IBOK
2315
Independence Bank of Kentucky
Kentucky
$182K -$7.94K -69 -4%
SIC
2316
SJS Investment Consulting
Ohio
$179K +$167K +1,455 +2,853%
BWM
2317
BigSur Wealth Management
Florida
$178K -$345K -3,000 -67%
AP
2318
Atwood & Palmer
Missouri
$178K +$115 +1 +0.1%
Parallax Volatility Advisers
2319
Parallax Volatility Advisers
California
$177K -$581K -5,053 -77%
ICM
2320
Islay Capital Management
Texas
$176K +$28.8K +250 +20%
TFA
2321
Toth Financial Advisory
Virginia
$176K +$123K +1,070 +262%
EP
2322
Essential Partners
California
$168K +$70.5K +613 +76%
QC
2323
Quent Capital
New York
$168K +$163K +1,415 New
BA
2324
Ballast Advisors
Minnesota
$163K -$26.5K -230 -14%
LWMI
2325
Legacy Wealth Management (Idaho)
Idaho
$161K +$3.33K +29 +2%

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.