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
HR
376
Hardy Reed
Mississippi
$15.7M
HCA
377
Heck Capital Advisors
Wisconsin
$15.6M
PMG
378
ProVise Management Group
Florida
$15.6M
MCC
379
Money Concepts Capital
Florida
$15.6M
CIA
380
Concurrent Investment Advisors
Florida
$15.5M
FMWA
381
Forvis Mazars Wealth Advisors
Missouri
$15.4M
TPCW
382
TD Private Client Wealth
New York
$15.3M
XF
383
XML Financial
Maryland
$15.3M
IF
384
Ironwood Financial
Arizona
$15.3M
TAM
385
Titleist Asset Management
Texas
$15.3M
GC
386
Grimes & Company
Massachusetts
$15.3M
Mirae Asset Global Investments
387
Mirae Asset Global Investments
South Korea
$15.2M
CA
388
Centerpoint Advisors
Massachusetts
$15.2M
LFS
389
Legacy Financial Strategies
Kansas
$15.2M
OFG
390
Omega Financial Group
California
$15.1M
VVP
391
Venture Visionary Partners
Ohio
$15.1M
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$15M
HIG
393
Heritage Investment Group
Florida
$14.8M
GPA
394
Guidance Point Advisors
Massachusetts
$14.7M
PCP
395
Panoramic Capital Partners
Oregon
$14.7M
B
396
Bailard
California
$14.6M
GGS
397
Galvin Gaustad & Stein
Arizona
$14.5M
BCI
398
Brinker Capital Investments
Pennsylvania
$14.5M
MFC
399
Morris Financial Concepts
South Carolina
$14.5M
BWP
400
Burling Wealth Partners
Illinois
$14.4M