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 %
FA
426
Fiduciary Alliance
South Carolina
$13M +$745K +7,127 +6%
NA
427
Nottingham Advisors
New York
$13M -$4.03M -38,523 -24%
MM
428
Meridian Management
Arkansas
$13M -$1.7M -16,283 -12%
FBT
429
First Bank & Trust
South Dakota
$13M +$979K +9,362 +8%
DJSG
430
D.J. St. Germain
Massachusetts
$12.9M -$211K -2,018 -2%
RIA
431
Regal Investment Advisors
Michigan
$12.9M +$124K +1,185 +1%
LWANC
432
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.8M -$230K -2,199 -2%
AA
433
Ancora Advisors
Ohio
$12.8M -$71.4K -683 -0.6%
HCP
434
Holt Capital Partners
Texas
$12.7M +$282K +2,692 +2%
MFC
435
Morris Financial Concepts
South Carolina
$12.6M +$179K +1,710 +1%
KFP
436
Keener Financial Planning
Texas
$12.6M -$619K -5,916 -5%
FW
437
Fairway Wealth
Ohio
$12.5M +$2.07M +19,786 +20%
OAM
438
Oppenheimer Asset Management
New York
$12.5M -$246K -2,350 -2%
TCM
439
Traynor Capital Management
Pennsylvania
$12.4M -$660K -6,309 -5%
DAS
440
Dynamic Advisor Solutions
Arizona
$12.4M -$507K -4,846 -4%
NCM
441
Neumann Capital Management
California
$12.4M -$66.7K -638 -0.5%
RWP
442
RWA Wealth Partners
Massachusetts
$12.4M -$6.42M -61,426 -34%
IWMA
443
Ironwood Wealth Management (Arizona)
Arizona
$12.4M +$385K +3,682 +3%
OFG
444
Omega Financial Group
California
$12.3M -$39.5K -378 -0.3%
IAG
445
Investment Advisory Group
Massachusetts
$12.3M +$112K +1,073 +0.9%
Mirae Asset Global Investments
446
Mirae Asset Global Investments
South Korea
$12.2M +$884K +8,500 +8%
CB
447
Community Bank
New York
$12.2M -$3.87K -37 -0%
RWPA
448
Richard W. Paul & Associates
Michigan
$12.1M +$107K +1,020 +0.9%
MCC
449
Money Concepts Capital
Florida
$12.1M +$398K +3,802 +3%
JFA
450
JNBA Financial Advisors
Minnesota
$12M -$187K -1,787 -2%
16 17
18
19 20