We are live on ! Find out more
IJR icon

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
NMG
2426
New Millennium Group
Utah
$36.6K +$18.2K +158 +105%
ATC
2427
Advantage Trust Company
Kansas
$36.5K
C
2428
Covestor
United Kingdom
$36K +$4.25K +37 +14%
KWM
2429
Kiker Wealth Management
Georgia
$35.9K +$345 +3 +1%
RTC
2430
Riverview Trust Company
Washington
$35.3K
SN
2431
Sittner & Nelson
Oregon
$34.7K
CMBA
2432
C.M. Bidwell & Associates
Hawaii
$34.6K
BCPWM
2433
Bradley & Co Private Wealth Management
Florida
$34.5K
PA
2434
Pineridge Advisors
Missouri
$33.5K
BC
2435
Bulwark Capital
Florida
$32.3K
CAM
2436
Clarity Asset Management
Iowa
$32.3K +$115 +1 +0.4%
HWA
2437
Heritage Wealth Advisors
Virginia
$31.4K +$6.56K +57 +27%
Loomis, Sayles & Company
2438
Loomis, Sayles & Company
Massachusetts
$31K -$264K -2,292 -90%
T
2439
Tidemark
California
$30.9K
TC
2440
Trust Company
Kansas
$30.7K -$296K -2,577 -91%
HFS
2441
Hantz Financial Services
Michigan
$30K +$13.5K +117 +85%
RPA
2442
Redwood Park Advisors
California
$30K +$115 +1 +0.4%
GWM
2443
Grand Wealth Management
Michigan
$29.9K -$1.26K -11 -4%
PFSC
2444
Peoples Financial Services Corp
Pennsylvania
$29.7K
MMCM
2445
Murphy & Mullick Capital Management
New York
$29.4K
AIM
2446
Arcadia Investment Management
Michigan
$29.4K
RWM
2447
RMG Wealth Management
Wisconsin
$29.2K
YAL
2448
Your Advocates Ltd
Texas
$29K +$18.6K +162 +198%
MDA
2449
Minot DeBlois Advisors
Massachusetts
$28.8K -$4.03K -35 -13%
EPW
2450
Evergreen Private Wealth
Colorado
$28.4K

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.