iShares Core S&P Small-Cap ETF
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1.5% more ownership
Funds ownership: 71.86% [Q1] → 73.36% (+1.5%) [Q2]
9% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 126
0% less capital invested
Capital invested by funds: $56.7B [Q1] → $56.7B (-$53.1M) [Q2]
2% less funds holding
Funds holding: 2,492 [Q1] → 2,439 (-53) [Q2]
10% less funds holding in top 10
Funds holding in top 10: 322 [Q1] → 291 (-31) [Q2]
13% less call options, than puts
Call options by funds: $22.9M | Put options by funds: $26.5M
21% less repeat investments, than reductions
Existing positions increased: 901 | Existing positions reduced: 1,147
Research analyst outlook
We haven’t received any recent analyst ratings for IJR.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
3 Reasons To Favor IJR Over IWM In Case High Rates Persist
The Fed's recent rate decision has led us to form a higher-for-longer interest rate outlook. We see a few reasons that could help IJR better navigate the interest rate uncertainties ahead than IWM. The top ones are its avoidance of microcaps and more attractive valuation judging by yield.
Neutral
Zacks Investment Research
1 month ago
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares Core S&P Small-Cap ETF (IJR), a passively managed exchange traded fund launched on 05/22/2000.
Positive
Zacks Investment Research
2 months ago
Small Business Optimism Grows: What's Ahead for ETFs?
Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales, according to the latest data from the National Federation of Independent Business (NFIB). The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April.
Positive
Seeking Alpha
2 months ago
SPY Vs. IJR: This Chart Shows It's Time To Buy Small Caps
Driven by high valuations and rising treasury rates after the U.S. credit downgrade, SPDR® S&P 500 ETF Trust's valuation risk is among the highest level since the dot-com bubble. Small-cap ETF such iShares Core S&P Small-Cap ETF offers a more attractive risk/return profile. IJR's current yield spread over SPY is at a multi-decade high, and its valuation discount is compelling relative to its own historical level too.
Negative
Seeking Alpha
2 months ago
IJR Unlocks The Hidden Small-Cap Premium
IJR could offer a compelling mean reversion trade, capitalizing on the unusually wide small-cap premium and valuation gap versus large caps. This is because IJR tracks the S&P SmallCap 600, which better selects profitable small caps. And because the forward P/E of profitable small-cap companies is lower than that of unprofitable ones, signaling in my opinion, a technical inconsistency in favor of the S&P 600.
Neutral
Zacks Investment Research
3 months ago
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Core S&P Small-Cap ETF (IJR), a passively managed exchange traded fund launched on 05/22/2000.
Positive
Zacks Investment Research
3 months ago
ETFs to Tap Small-Cap's Largest Weekly Gain Since November
The small-cap index records its biggest weekly gain since November. We highlight five top-ranked ETFs to tap the current momentum.
Negative
CNBC Television
4 months ago
Trade Tracker: Jim Lebenthal sells the IJR
Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Report' to explain why he's selling the small-cap ETF.
Negative
Seeking Alpha
4 months ago
IJR: Best Small Cap ETF For Tariff Era Still Not One I'll Chase
Small caps stocks with mostly domestic revenue exposure sounds like a good idea, but it is not nearly ready to be buyable for me. There's still no urgent demand for these stocks after years of underperformance versus larger companies. I rate IJR a sell, though I prefer it to IWM and the disappointing CALF.
Positive
Seeking Alpha
5 months ago
IJR Vs. IWM: IJR Is A Better Bet For The Return Of Small-Cap Stocks
Since my last writings, the latest dividend declarations and also interest rate changes have made small-cap one of the most attractive market sectors. I thus see attractive valuation in both IJR and IWM. However, a few differences between these funds make me prefer IJR.
Charts implemented using Lightweight Charts™