IJR icon

iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
Encompass Wealth Advisors
Oregon
$17.2M
PCIA
352
Prime Capital Investment Advisors
Kansas
$17.2M
RWM
353
Ritholtz Wealth Management
New York
$17.2M
SCA
354
Southern Capital Advisors
Tennessee
$17.1M
PSIWM
355
Paradigm Strategies in Wealth Management
Minnesota
$17.1M
LC
356
LTG Capital
Massachusetts
$17.1M
JA
357
JVL Associates
Michigan
$16.9M
CA
358
Crewe Advisors
Utah
$16.9M
FA
359
Fiduciary Alliance
South Carolina
$16.9M
HAFG
360
Hansen & Associates Financial Group
California
$16.8M
OPPS
361
Obsidian Personal Planning Solutions
Maryland
$16.8M
LS
362
Liquid Strategies
Georgia
$16.8M
PAS
363
Park Avenue Securities
New York
$16.5M
SCM
364
SCS Capital Management
Massachusetts
$16.4M
AGA
365
Arkos Global Advisors
Texas
$16.4M
WF
366
Welch & Forbes
Massachusetts
$16.4M
AF
367
Apexium Financial
Texas
$16.3M
LP
368
LGL Partners
Pennsylvania
$16.3M
HW
369
HORAN Wealth
Ohio
$16.3M
Principal Financial Group
370
Principal Financial Group
Iowa
$16.1M
State of Tennessee, Department of Treasury
371
State of Tennessee, Department of Treasury
Tennessee
$16M
FW
372
Fairway Wealth
Ohio
$15.9M
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M
VFG
374
Victory Financial Group
Texas
$15.8M
AA
375
Ancora Advisors
Ohio
$15.7M