IJR icon

iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
2476
Highline Wealth Partners
California
$83.5K
FF
2477
Frankly Finances
Florida
$82.9K
RA
2478
Ransom Advisory
Rhode Island
$82.6K
MSWM
2479
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K
MBFW
2480
Morton Brown Family Wealth
Pennsylvania
$77.5K
GWSA
2481
Global Wealth Strategies & Associates
Colorado
$76.9K
MJRIC
2482
Mogy Joel R Investment Counsel
California
$76.7K
MIM
2483
MTM Investment Management
South Carolina
$76.5K
FWA
2484
Flagship Wealth Advisors
Massachusetts
$76.3K
W
2485
WealthCollab
Washington
$76.1K
CFG
2486
Chapman Financial Group
Hawaii
$75.5K
MWPCG
2487
Measured Wealth Private Client Group
New Hampshire
$71.3K
TWM
2488
Tripletail Wealth Management
Florida
$71.3K
CIA
2489
Cape Investment Advisory
Georgia
$69.8K
BMC
2490
Bear Mountain Capital
Washington
$68.8K
PSFG
2491
Park Square Financial Group
Georgia
$67.2K
NFSG
2492
Newbridge Financial Services Group
Florida
$66K
FIM
2493
FWL Investment Management
Texas
$64.4K
DCM
2494
Davis Capital Management
Florida
$62.3K
RP
2495
Rice Partnership
Hawaii
$62.3K
MSL
2496
Monetary Solutions, Ltd
Ohio
$61.8K
MSWA
2497
Marshall & Sterling Wealth Advisors
New York
$61.8K
FC
2498
Fairscale Capital
New Hampshire
$61.2K
QA
2499
Quattro Advisors
Pennsylvania
$60.5K
MAS
2500
MPWM Advisory Solutions
Georgia
$60.2K