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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
BDPWM
2376
Barnes Dennig Private Wealth Management
Ohio
$80.3K +$4.37K +38 +6%
MIM
2377
MTM Investment Management
South Carolina
$79.1K -$34.5K -300 -31%
KFP
2378
Kerr Financial Planning
California
$77.7K +$76.7K +667 New
WW
2379
Winnow Wealth
Texas
$76.6K +$74.1K +644 New
GWSA
2380
Global Wealth Strategies & Associates
Colorado
$76.1K -$5.75K -50 -7%
TCB
2381
Texas Capital Bancshares
Texas
$76.1K +$73.6K +640 New
MJRIC
2382
Mogy Joel R Investment Counsel
California
$75.8K
EPAM
2383
Evelyn Partners Asset Management
$75.5K
FWA
2384
Flagship Wealth Advisors
Massachusetts
$75.5K
BTD
2385
BankPlus Trust Department
Mississippi
$75.1K -$5.29K -46 -7%
CFG
2386
Chapman Financial Group
Hawaii
$74.6K
DCM
2387
Davis Capital Management
Florida
$73.4K +$71.1K +618 New
TWM
2388
Tripletail Wealth Management
Florida
$71.5K +$68.5K +596 New
FWM
2389
FSA Wealth Management
Massachusetts
$65.6K
HWP
2390
Highline Wealth Partners
California
$65K
TSMHT
2391
Thurston Springer Miller Herd & Titak
Indiana
$64.8K -$346K -3,009 -85%
CFS
2392
Compass Financial Services
Iowa
$64.7K +$7.36K +64 +13%
WBC
2393
West Branch Capital
Massachusetts
$64.2K
RA
2394
Rise Advisors
New York
$64K +$21.5K +187 +53%
BMC
2395
Bear Mountain Capital
Washington
$63.8K
FIM
2396
FWL Investment Management
Texas
$63.7K -$13.8K -120 -18%
AIA
2397
Armor Investment Advisors
North Carolina
$63.5K -$48.5K -422 -44%
NFSG
2398
Newbridge Financial Services Group
Florida
$62.8K +$230 +2 +0.4%
RP
2399
Rice Partnership
Hawaii
$61.6K +$59.6K +518 New
W
2400
WealthCollab
Washington
$59.7K

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.