
iShares Core S&P Small-Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 2,453 institutional investors hold shares in this ETF, with total holdings valued at $62.1B. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the largest holder with a position valued at $5.0B.
Overview of institutional ownership in IJR as of Q3 2025
Institutions with the largest positions in IJR as of Q3 2025
| Institution | Position Value |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $5.0B 3.36% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $3.8B 0.28% of portfolio |
FMR LLC Institution | $2.2B 0.11% of portfolio |
MORGAN STANLEY RIA/Wealth | $2.1B 0.13% of portfolio |
L LPL Financial LLC Institution | $2.0B 0.58% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $1.8B 0.37% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $1.8B 1.20% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.8B 0.51% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.6B 0.53% of portfolio |
Bank of New York Mellon Corp Institution | $1.4B 0.26% of portfolio |
Institutional buying and selling activity for IJR in Q3 2025
| Institution | Net Bought |
|---|---|
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.5B +12.6M shares |
FMR LLC Institution | +$267.4M +2.3M shares |
JPMORGAN CHASE & CO Institution | +$229.2M +1.9M shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$121.7M +1.0M shares |
BB&T CORP Institution | +$111.9M +941.5K shares |
+$98.3M +827.2K shares | |
Cetera Investment Advisers RIA/Wealth | +$96.1M +808.3K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$80.7M +679.4K shares |
STATE STREET CORP Institution | +$59.6M +501.4K shares |
C CI Private Wealth, LLC RIA/Wealth | +$55.0M +635.0K shares |
| Institution | Net Sold |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | −$2.1B −19.3M shares |
First Command Advisory Services, Inc. RIA/Wealth | −$327.5M −2.8M shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$246.1M −2.1M shares |
F Financial Engines Advisors L.L.C. Institution | −$223.6M −1.9M shares |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC Insurance Manager | −$168.4M −1.4M shares |
WELLS FARGO & COMPANY/MN Institution | −$122.9M −1.0M shares |
S SPX Equities Gestao de Recursos Ltda Institution | −$86.1M −787.6K shares |
AMERIPRISE FINANCIAL INC Institution | −$76.5M −643.7K shares |
C CI INVESTMENTS INC. Institution | −$63.3M −579.6K shares |
Bronte Capital Management Pty Ltd. Hedge Fund•Long/Short | −$61.2M −460.6K shares |
Institutions that initiated new positions or completely exited IJR in Q3 2025
| Institution | Position Value |
|---|---|
Berman McAleer LLC RIA/Wealth | $47.7M 401.4K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $12.4M 104.1K shares |
United Financial Planning Group LLC RIA/Wealth | $6.6M 55.5K shares |
E Ensign Peak Advisors, Inc Institution | $3.6M 30.1K shares |
Deane Retirement Strategies, Inc. RIA/Wealth | $3.2M 26.8K shares |
Kassira Wealth Management LLC RIA/Wealth | $2.2M 18.5K shares |
SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds | $1.8M 15.0K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $1.1M 9.6K shares |
Mezzasalma Advisors, LLC RIA/Wealth | $970.2K 8.2K shares |
BAM Wealth Management, LLC RIA/Wealth | $607.3K 5.1K shares |
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $2.1B 19.3M shares |
S SPX Equities Gestao de Recursos Ltda Institution | $86.1M 787.6K shares |
C CI INVESTMENTS INC. Institution | $63.3M 579.6K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | $30.8M 281.7K shares |
MANGROVE PARTNERS Hedge Fund•Multi-Strategy | $25.5M 232.9K shares |
H HSBC HOLDINGS PLC Institution | $20.0M 182.9K shares |
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | $16.4M 150.0K shares |
Toroso Investments, LLC ETF Provider | $16.1M 146.9K shares |
E Econ Financial Services Corp Institution | $11.8M 108.2K shares |
$11.6M 105.9K shares |
Institutions with the largest Call and Put options positions in IJR as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $34.6M 2.9K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $11.6M 977.0 contracts |
J JANE STREET GROUP, LLC Institution | $7.4M 623.0 contracts |
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro | $2.9M 243.0 contracts |
UBS Group AG Institution | $950.6K 80.0 contracts |
S Squarepoint Ops LLC Hedge Fund•Quant | $522.9K 44.0 contracts |
Lavaca Capital LLC Hedge Fund•Vol Arbitrage | $35.6K 3.0 contracts |
Cetera Investment Advisers RIA/Wealth | $755.0 2.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage | $13.3M 1.1K contracts |
J J. Goldman & Co LP Hedge Fund•Multi-Strategy | $10.4M 875.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $6.9M 580.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.2M 438.0 contracts |
C CREDIT INDUSTRIEL ET COMMERCIAL Institution | $1.8M 150.0 contracts |
J JANE STREET GROUP, LLC Institution | $1.6M 132.0 contracts |
Garde Capital, Inc. RIA/Wealth | $1.4M 120.0 contracts |
Cresset Asset Management, LLC RIA/Wealth | $47.5K 4.0 contracts |
S SIG BROKERAGE, LP Institution | - - contracts |
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro | - - contracts |
Institutions with IJR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
TANAKA CAPITAL MANAGEMENT INC RIA/Wealth | 24.94% $17.2M |
Painted Porch Advisors LLC RIA/Wealth | 15.52% $40.7M |
L LTG Capital LLC RIA/Wealth | 13.42% $17.1M |
Arcataur Capital Management LLC RIA/Wealth | 13.16% $44.8M |
Fort Henry Capital, LLC RIA/Wealth | 12.80% $20.2M |
Holland Advisory Services, Inc. RIA/Wealth | 12.54% $9.1M |
S Starr Indemnity & Liability Co Institution | 12.45% $38.1M |
S Shoker Investment Counsel, Inc. Institution | 12.22% $41.4M |
Abound Wealth Management RIA/Wealth | 12.15% $48.5M |
F Fi3 FINANCIAL ADVISORS, LLC RIA/Wealth | 12.05% $35.6M |
Discover hedge funds investing in IJR


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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