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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
CFS
2326
CGC Financial Services
Oregon
$160K
LC
2327
Lavaca Capital
Texas
$157K
CCMI
2328
Creative Capital Management Investments
California
$152K
GIP
2329
Granite Investment Partners
California
$151K
CJ
2330
Caitlin John
Michigan
$149K +$144K +1,255 New
OIA
2331
Optimum Investment Advisors
Illinois
$146K
BHWM
2332
Beaird Harris Wealth Management
Texas
$136K +$4.14K +36 +3%
HHGA
2333
Halbert Hargrove Global Advisors
California
$135K +$32.1K +279 +32%
TAM
2334
Tucker Asset Management
Colorado
$133K -$9.32K -81 -7%
RFA
2335
Register Financial Advisors
Georgia
$133K -$1.84K -16 -1%
AT
2336
Avalon Trust
New Mexico
$131K
MFA
2337
Morling Financial Advisors
California
$130K +$1.15K +10 +0.9%
NC
2338
North Capital
Utah
$129K +$115 +1 +0.1%
AA
2339
Addison Advisors
Vermont
$125K
LWA
2340
Lowe Wealth Advisors
Maryland
$123K
CCG
2341
Ceeto Capital Group
Florida
$123K
HWA
2342
HHM Wealth Advisors
Tennessee
$122K
LCM
2343
Logan Capital Management
Pennsylvania
$119K
SA
2344
Seneschal Advisors
Washington
$116K +$112K +975 New
SFC
2345
SYM Financial Corp
Indiana
$115K -$18.7K -163 -14%
CIA
2346
Cape Investment Advisory
Georgia
$114K -$58.9K -512 -35%
APW
2347
Acima Private Wealth
Virginia
$113K
CCM
2348
Chilton Capital Management
Texas
$111K +$106K +924 +8,400%
EK
2349
Evensky & Katz
Florida
$110K -$15.8K -137 -13%
OSNBOA
2350
Old Second National Bank of Aurora
Illinois
$110K -$460 -4 -0.4%

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.