IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
2576
Maridea Wealth Management
New York
– -$243K -2,105 Closed
ISFAN
2577
Investor's Fiduciary Advisor Network
Washington
– -$241K -2,100 Closed
3AM
2578
3EDGE Asset Management
Florida
– -$241K -2,089 Closed
IAP
2579
Indie Asset Partners
Indiana
– -$239K -2,072 Closed
CFGSD
2580
Compass Financial Group (South Dakota)
South Dakota
– -$237K -2,052 Closed
WG
2581
Welch Group
Alabama
– -$233K -2,026 Closed
PWP
2582
Phillips Wealth Planners
Mississippi
– -$229K -2,023 Closed
OFS
2583
OneAscent Financial Services
Alabama
– -$233K -2,020 Closed
PCM
2584
Princeton Capital Management
New Jersey
– -$232K -2,017 Closed
VIPI
2585
Vista Investment Partners II
Indiana
– -$230K -1,995 Closed
NWM
2586
Northwest Wealth Management
Iowa
– -$228K -1,978 Closed
MIS
2587
Morningstar Investment Services
Illinois
– -$227K -1,974 Closed
LF
2588
LifePlan Financial
Minnesota
– -$226K -1,963 Closed
FH
2589
FWG Holdings
Florida
– -$226K -1,938 Closed
WA
2590
Wambolt & Associates
Colorado
– -$222K -1,929 Closed
HP
2591
Hilltop Partners
Indiana
– -$221K -1,917 Closed
FI
2592
Financial Insights
Washington
– -$220K -1,912 Closed
MAP
2593
Moody Aldrich Partners
Massachusetts
– -$219K -1,900 Closed
NIM
2594
Nicollet Investment Management
Minnesota
– -$217K -1,885 Closed
KCP
2595
Kera Capital Partners
California
– -$217K -1,882 Closed
PWS
2596
Proactive Wealth Strategies
Georgia
– -$217K -1,881 Closed
TF
2597
TME Financial
California
– -$220K -1,880 Closed
WW
2598
Waterfront Wealth
Kansas
– -$216K -1,879 Closed
SSC
2599
Syverson Strege & Co
Iowa
– -$216K -1,878 Closed
PWM
2600
Partners Wealth Management
California
– -$215K -1,865 Closed
102 103
104
105 106