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 %
HC
2601
Hamilton Capital
Ohio
– -$213K -1,853 Closed
MFG
2602
MidWestOne Financial Group
Iowa
– -$212K -1,840 Closed
LCG
2603
Lakeshore Capital Group
Illinois
– -$212K -1,837 Closed
JC
2604
Jacobs & Co
California
– -$211K -1,836 Closed
PTP
2605
Platform Technology Partners
New York
– -$211K -1,832 Closed
AWM
2606
Arista Wealth Management
Nevada
– -$211K -1,828 Closed
CAM
2607
Concorde Asset Management
Michigan
– -$210K -1,823 Closed
OHIS
2608
Oak Harvest Investment Services
Texas
– -$210K -1,820 Closed
AIA
2609
Accelerate Investment Advisors
California
– -$209K -1,817 Closed
IWA
2610
Inspirion Wealth Advisors
Illinois
– -$209K -1,813 Closed
TWM
2611
Tanager Wealth Management
United Kingdom
– -$209K -1,812 Closed
JSA
2612
Jim Saulnier & Associates
Colorado
– -$209K -1,810 Closed
HWP
2613
Heritage Wealth Partners
Ohio
– -$208K -1,805 Closed
SP
2614
Stonebrook Private
Michigan
– -$208K -1,802 Closed
TCTWM
2615
Three Cord True Wealth Management
Pennsylvania
– -$207K -1,794 Closed
TI
2616
Tidal Investments
Wisconsin
– -$205K -1,783 Closed
MP
2617
McDonald Partners
Ohio
– -$205K -1,779 Closed
CW
2618
Code Waechter
Florida
– -$205K -1,778 Closed
SCM
2619
Saxony Capital Management
Missouri
– -$204K -1,773 Closed
GG
2620
GenWealth Group
New Jersey
– -$204K -1,772 Closed
FWP
2621
Falcon Wealth Planning
California
– -$203K -1,766 Closed
DA
2622
Detalus Advisors
Missouri
– -$203K -1,761 Closed
CI
2623
Ceera Investments
Texas
– -$203K -1,760 Closed
FPWM
2624
FSB Premier Wealth Management
Iowa
– -$202K -1,754 Closed
UWP
2625
Uniting Wealth Partners
Kansas
– -$201K -1,746 Closed
103 104
105
106 107