IJR icon

iShares Core S&P Small-Cap ETF

2,644 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 297 funds opening new positions, 1,042 increasing their positions, 1,014 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: $62.8B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,042 | Existing positions reduced: 1,014

0.38% more ownership

Funds ownership: 73.13%73.5% (+0.38%)

Holders
2,644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
304
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
STA
476
Summit Trail Advisors
New York
$11.4M
CT
477
Caldwell Trust
Florida
$11.3M
SA
478
Sylvest Advisors
Texas
$11.3M
FCP
479
Fidelis Capital Partners
Florida
$11.3M
CWA
480
Canvas Wealth Advisors
Kansas
$11.2M
VA
481
Vestwell Advisors
New York
$11.2M
CG
482
CFO4Life Group
Texas
$11.2M
EWM
483
Evermay Wealth Management
Virginia
$11.2M
EI
484
eCIO Inc
Wisconsin
$11.1M
CNB
485
Camden National Bank
Maine
$11.1M
TWP
486
TFO Wealth Partners
Ohio
$11.1M
CCM
487
Condor Capital Management
New Jersey
$11.1M
OA
488
Operose Advisors
Wisconsin
$11M
GSIS
489
Global Strategic Investment Solutions
Arizona
$11M
SFG
490
Somnio Financial Group
Connecticut
$11M
RWS
491
Rochester Wealth Strategies
Michigan
$11M
SA
492
SoundView Advisors
Washington
$10.9M
Legal & General Group
493
Legal & General Group
United Kingdom
$10.9M
KPWG
494
KFA Private Wealth Group
Virginia
$10.9M
NFG
495
Nations Financial Group
Iowa
$10.9M
BFA
496
Bright Financial Advisors
Michigan
$10.8M
TDWM
497
Topel & Distasi Wealth Management
California
$10.8M
HR
498
Howe & Rusling
New York
$10.8M
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$10.7M
BNP Paribas Financial Markets
500
BNP Paribas Financial Markets
France
$10.7M