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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.03B +$118M +1,024,536 +2%
Bank of America
2
Bank of America
North Carolina
$3.77B -$30.7M -266,518 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.21B +$259M +2,250,055 +14%
Morgan Stanley
4
Morgan Stanley
New York
$2.14B -$18.2M -158,323 -0.9%
LPL Financial
5
LPL Financial
California
$1.96B +$30.8M +267,961 +2%
Wells Fargo
6
Wells Fargo
California
$1.83B -$119M -1,034,103 -6%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.76B +$1.45B +12,593,909 +550%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.75B -$238M -2,070,791 -12%
Raymond James Financial
9
Raymond James Financial
Florida
$1.63B -$27M -234,703 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.43B -$40.7M -353,554 -3%
UBS Group
11
UBS Group
Switzerland
$1.23B +$43.1M +374,619 +4%
Northern Trust
12
Northern Trust
Illinois
$1.11B -$6.02M -52,359 -0.6%
BlackRock
13
BlackRock
New York
$990M -$1.19M -10,343 -0.1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$936M -$16.8M -146,347 -2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$924M -$216M -1,881,556 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$843M +$5.09M +44,222 +0.6%
FCAS
17
First Command Advisory Services
Texas
$762M -$317M -2,755,764 -30%
Goldman Sachs
18
Goldman Sachs
New York
$762M +$29.8M +259,356 +4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$686M +$33.5M +291,557 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$611M +$222M +1,928,405 +60%
US Bancorp
21
US Bancorp
Minnesota
$590M -$6.52M -56,706 -1%
GIM
22
Glenmede Investment Management
Pennsylvania
$581M -$13.2M -114,928 -2%
Ameriprise
23
Ameriprise
Minnesota
$578M -$74M -643,664 -12%
NMIMC
24
Northwestern Mutual Investment Management Company
Wisconsin
$549M -$163M -1,417,074 -23%
Truist Financial
25
Truist Financial
North Carolina
$484M +$108M +941,459 +30%

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,619 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.