IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,454 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 903 increasing their positions, 1,153 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,454
Holders Change
-41
Holders Change %
-1.64%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.92%
New
141
Increased
903
Reduced
1,153
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.51B
2
Cerity Partners
Cerity Partners
New York
$410M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$126M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
2
MMEA
Main Management ETF Advisors
California
$0
3
Goldman Sachs
Goldman Sachs
New York
$672M
4
HNB
Huntington National Bank
Ohio
$192M
5
UBS AM
UBS AM
Illinois
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
2476
Congress Park Capital
New York
– -$3.15M -30,094 Closed
FC
2477
Fjell Capital
North Dakota
– -$2.57M -24,582 Closed
SAM
2478
Simplify Asset Management
Nevada
– -$2.44M -23,346 Closed
AFM
2479
Armstrong Fleming & Moore
District of Columbia
– -$1.93M -18,443 Closed
TSS
2480
Two Sigma Securities
New York
– -$1.76M -16,865 Closed
CWC
2481
Carolinas Wealth Consulting
North Carolina
– -$1.72M -16,405 Closed
BCM
2482
Bayesian Capital Management
New York
– -$1.65M -15,800 Closed
YIH
2483
Y-Intercept (HK)
Hong Kong
– -$1.62M -15,452 Closed
PA
2484
PFG Advisors
Arizona
– -$1.58M -15,140 Closed
MSRPS
2485
Maryland State Retirement & Pension System
Maryland
– -$1.51M -14,483 Closed
JSAM
2486
J. Safra Asset Management
New York
– -$1.46M -13,975 Closed
SWM
2487
Shepherd Wealth Management
Ohio
– -$1.35M -13,044 Closed
FI
2488
Fosun International
China
– -$1.36M -13,000 Closed
ARC
2489
Advisor Resource Council
Texas
– -$1.23M -11,787 Closed
QC
2490
Quadrature Capital
United Kingdom
– -$1.21M -11,608 Closed
SIAS
2491
Summit Investment Advisory Services
Minnesota
– -$1.09M -10,407 Closed
VCM
2492
Virtue Capital Management
Tennessee
– -$1.04M -9,967 Closed
FP
2493
Factorial Partners
New York
– -$1.02M -9,800 Closed
GFPC
2494
Global Financial Private Client
Florida
– -$1.02M -9,735 Closed
FPW
2495
Fairvoy Private Wealth
Alabama
– -$1M -9,605 Closed
BSG
2496
Black Swift Group
Colorado
– -$920K -8,794 Closed
DDC
2497
DF Dent & Co
Maryland
– -$882K -8,436 Closed
4WM
2498
49 Wealth Management
Texas
– -$878K -8,393 Closed
EC
2499
Estate Counselors
Wisconsin
– -$870K -8,317 Closed
MCM
2500
Mainstream Capital Management
California
– -$859K -8,212 Closed
98 99
100
101 102