IJR icon

iShares Core S&P Small-Cap ETF

2,483 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 914 increasing their positions, 1,165 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
476
Aptus Capital Advisors
Alabama
$11M
MFG
477
Merit Financial Group
Georgia
$11M
FCA
478
Fortis Capital Advisors
Kansas
$10.9M
TIM
479
Tortoise Investment Management
New York
$10.9M
ONB
480
Old National Bancorp
Indiana
$10.9M
WWM
481
Waterway Wealth Management
Texas
$10.8M
LRWA
482
Long Run Wealth Advisors
New York
$10.8M
PHAM
483
Palisades Hudson Asset Management
Florida
$10.8M
MWM
484
Marietta Wealth Management
Georgia
$10.7M
FTS
485
Fifth Third Securities
Ohio
$10.7M
GAM
486
Gotham Asset Management
New York
$10.7M
EFG
487
Embree Financial Group
Illinois
$10.7M
CAL
488
Capital Analysts LLC
Pennsylvania
$10.6M
EWM
489
Evermay Wealth Management
Virginia
$10.6M
OIS
490
Okabena Investment Services
Minnesota
$10.6M
SFC
491
Sprinkle Financial Consultants
Colorado
$10.5M
AC
492
Asio Capital
Kentucky
$10.4M
CG
493
CFO4Life Group
Texas
$10.3M
CCM
494
Condor Capital Management
New Jersey
$10.3M
CL
495
Choreo LLC
Illinois
$10.3M
STA
496
Summit Trail Advisors
New York
$10.3M
CGPCS
497
Capital Group Private Client Services
California
$10.3M
AAS
498
Asset Allocation Strategies
Michigan
$10.3M
IA
499
IFG Advisory
Georgia
$10.2M
JSL
500
JT Stratford LLC
Georgia
$10.2M