iShares Core S&P Small-Cap ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
41% more call options, than puts
Call options by funds: $55.5M | Put options by funds: $39.4M
2% more repeat investments, than reductions
Existing positions increased: 1,057 | Existing positions reduced: 1,034
0.14% less ownership
Funds ownership: 71.8% [Q4 2024] → 71.66% (-0.14%) [Q1 2025]
4% less funds holding
Funds holding: 2,583 [Q4 2024] → 2,471 (-112) [Q1 2025]
12% less funds holding in top 10
Funds holding in top 10: 362 [Q4 2024] → 317 (-45) [Q1 2025]
15% less capital invested
Capital invested by funds: $66.6B [Q4 2024] → $56.6B (-$10.1B) [Q1 2025]
28% less first-time investments, than exits
New positions opened: 114 | Existing positions closed: 158
Research analyst outlook
We haven’t received any recent analyst ratings for IJR.
Financial journalist opinion
Based on 3 articles about IJR published over the past 30 days
Positive
Zacks Investment Research
3 days 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
1 week 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 weeks 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
1 month 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
1 month 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
2 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
2 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
3 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.
Neutral
Zacks Investment Research
3 months ago
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
The iShares Core S&P Small-Cap ETF (IJR) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Positive
24/7 Wall Street
3 months ago
Prediction: These 2 iShares ETFs Will Outperform the Russell 2000 This Year
The iShares exchange-traded funds (ETFs) are worth exploring if you're looking for passive options to help you bring greater balance and customization to your portfolio.
Charts implemented using Lightweight Charts™