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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
PIS
2401
POM Investment Strategies
North Carolina
$59.4K +$57.5K +500 New
MAS
2402
MPWM Advisory Solutions
Georgia
$59.3K -$1.38K -12 -2%
AFWM
2403
Abich Financial Wealth Management
Virginia
$59.3K +$57.4K +499 New
WAS
2404
Winch Advisory Services
Wisconsin
$59K
FC
2405
Fairscale Capital
New Hampshire
$58.8K
NSG
2406
Nalls Sherbakoff Group
Tennessee
$56.5K +$230 +2 +0.4%
VWA
2407
VSM Wealth Advisory
Maryland
$56.3K
HBW
2408
Hazlett, Burt & Watson
West Virginia
$54K -$19.6K -170 -27%
QWM
2409
Quaker Wealth Management
New Jersey
$53.9K +$230 +2 +0.4%
CW
2410
Curio Wealth
Maryland
$52.4K +$19.7K +171 +63%
EA
2411
Evolution Advisers
Virginia
$52K
WA
2412
WPG Advisers
Maryland
$51.2K +$37.4K +325 +307%
FNWA
2413
Financial Network Wealth Advisors
Utah
$49.7K +$920 +8 +2%
CTB
2414
Country Trust Bank
Illinois
$49.6K
GK
2415
Graney & King
New York
$48.8K +$115 +1 +0.2%
HIW
2416
Holos Integrated Wealth
Pennsylvania
$48K
BAM
2417
Bellevue Asset Management
Washington
$47.9K +$115 +1 +0.2%
RF
2418
Robinswood Financial
Washington
$47.2K +$1.38K +12 +3%
PSFG
2419
Park Square Financial Group
Georgia
$45.5K -$9.55K -83 -18%
CMP
2420
Coston McIsaac & Partners
Maine
$45K
MEG
2421
Millstone Evans Group
Colorado
$44.6K
PCTC
2422
Perkins Coie Trust Company
Washington
$44.2K
NWM
2423
Navigoe Wealth Management
California
$44K
WAM
2424
WFA Asset Management
Wisconsin
$38.6K
PK
2425
Pflug Koory
Nebraska
$37.7K

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.