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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
FCMT
2451
Founders Capital Management (Texas)
Texas
$28.3K
HI
2452
Hoey Investments
Pennsylvania
$27.7K -$3.56K -31 -12%
SRCM
2453
Signature Resources Capital Management
California
$27.1K
DF
2454
DecisionPoint Financial
Arizona
$25.5K
AIC
2455
Archer Investment Corporation
Indiana
$24.4K +$115 +1 +0.5%
WWA
2456
Wealth Watch Advisors
Colorado
$24.1K +$23.3K +203 New
KA
2457
Kozak & Associates
Colorado
$23.8K +$18.2K +158 +316%
FMB
2458
Field & Main Bank
Kentucky
$23.8K
FRA
2459
Front Row Advisors
California
$22.8K -$4.95K -43 -18%
FLP
2460
Financial Life Planners
Arizona
$22.7K +$22K +191 New
SCA
2461
Stuart Chaussee & Associates
California
$22.2K
DAM
2462
Delta Asset Management
Tennessee
$20.4K
NWM
2463
Nova Wealth Management
Florida
$20.3K -$5.75K -50 -23%
MDCM
2464
Morgan Dempsey Capital Management
Wisconsin
$19.3K
RCM
2465
Raleigh Capital Management
North Carolina
$19K +$3.79K +33 +26%
OAJ
2466
Ogorek Anthony Joseph
New York
$19K -$5.06K -44 -22%
NEWAS
2467
N.E.W. Advisory Services
Wisconsin
$18.6K +$345 +3 +2%
GPFA
2468
Game Plan Financial Advisors
Ohio
$18.3K
BCM
2469
Boreal Capital Management
Florida
$17.8K
KFO
2470
Kopp Family Office
Minnesota
$16.8K
PWS
2471
Peterson Wealth Services
Utah
$16.6K +$630K +5,482 +3,916%
VWWMG
2472
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K
BIM
2473
Breakwater Investment Management
Washington
$16.2K
TCM
2474
Tradewinds Capital Management
Washington
$15K -$5.06K -44 -26%
IW
2475
Imprint Wealth
South Carolina
$14.9K +$14.4K +125 New

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.