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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
JWM
2351
JPL Wealth Management
Colorado
$109K +$106K +920 New
POIA
2352
Pin Oak Investment Advisors
Texas
$108K
WPA
2353
Wealth Preservation Advisors
Tennessee
$108K
EPIME
2354
Evelyn Partners Investment Management (Europe)
$107K
MWPCG
2355
Measured Wealth Private Client Group
New Hampshire
$105K +$102K +886 New
PP
2356
Pacifica Partners
Canada
$103K
PFG
2357
Premier Financial Group
California
$103K +$3.91K +34 +4%
MSWA
2358
Marshall & Sterling Wealth Advisors
New York
$99.5K -$22.1K -192 -19%
SC
2359
Stephens Consulting
Michigan
$98.9K -$29.9K -260 -24%
RFA
2360
Reyes Financial Architecture
California
$97.9K
GFWA
2361
Grey Fox Wealth Advisors
Delaware
$97.7K +$94.5K +822 New
SHIM
2362
Stone House Investment Management
Pennsylvania
$97.5K -$1.26K -11 -1%
SFCL
2363
Strengthening Families & Communities LLC
Massachusetts
$96.9K +$93.7K +815 New
MCM
2364
Manchester Capital Management
Vermont
$95.1K -$115K -1,000 -56%
DPW
2365
DiNuzzo Private Wealth
Pennsylvania
$92.1K
JFG
2366
JDM Financial Group
Texas
$89.7K -$805 -7 -0.9%
AGWCA
2367
Annis Gardner Whiting Capital Advisors
Florida
$89.1K -$19K -165 -18%
BCV
2368
Banque Cantonale Vaudoise
Switzerland
$88K
MBFW
2369
Morton Brown Family Wealth
Pennsylvania
$87.8K -$9.78K -85 -10%
NRG
2370
Nemes Rush Group
Michigan
$85.3K +$5.06K +44 +7%
EWA
2371
Elevate Wealth Advisory
Georgia
$85K
LI
2372
LRI Investments
Florida
$84.6K +$115 +1 +0.1%
RFG
2373
REAP Financial Group
Texas
$83.8K +$11.5K +100 +17%
NRWA
2374
North Ridge Wealth Advisors
Oregon
$83.2K
GA
2375
GoalVest Advisory
New York
$83.1K

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.