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
BCM
2576
Boreal Capital Management
Florida
$18K
CAM
2577
Clarity Asset Management
Iowa
$17.9K
KFO
2578
Kopp Family Office
Minnesota
$16.9K
PWS
2579
Peterson Wealth Services
Utah
$16.8K
VWWMG
2580
Vermillion & White Wealth Management Group
Pennsylvania
$16.4K
BIM
2581
Breakwater Investment Management
Washington
$16.3K
TCM
2582
Tradewinds Capital Management
Washington
$15.2K
AIC
2583
Archer Investment Corporation
Indiana
$14.1K
IIM
2584
IFC & Insurance Marketing
California
$14K
PP
2585
PFS Partners
New Jersey
$13.9K
WA
2586
WPG Advisers
Maryland
$13.8K
FMP
2587
Financial Management Professionals
Texas
$13.7K
MSFP
2588
Mark Sheptoff Financial Planning
Connecticut
$13.1K
CFP
2589
Comprehensive Financial Planning
Pennsylvania
$12.9K
FGAM
2590
Financial Gravity Asset Management
Texas
$12.6K
APW
2591
Atlantic Private Wealth
North Carolina
$12.5K
CNBT
2592
Cornerstone National Bank & Trust
Illinois
$12.3K
SFC
2593
SYM Financial Corp
Indiana
$12.1K
SHF
2594
Safe Harbor Fiduciary
Florida
$12K
FUBT
2595
First United Bank & Trust
Maryland
$11.4K
CYG
2596
Clean Yield Group
Vermont
$10.5K
RMC
2597
Resources Management Corp
Connecticut
$10K
CSC
2598
Caldwell Sutter Capital
California
$9.97K
HHCP
2599
Hilton Head Capital Partners
South Carolina
$9.61K
CFG
2600
Clayton Financial Group
Missouri
$9.45K