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
PFM
601
Peak Financial Management
Massachusetts
$7.52M
CIAS
602
Capital Investment Advisory Services
North Carolina
$7.52M
RA
603
RFG Advisory
Alabama
$7.44M
SFI
604
SPC Financial Inc
Maryland
$7.44M
KFP
605
KMG Fiduciary Partners
Ohio
$7.43M
MF
606
Meridian Financial
Massachusetts
$7.41M
HHWM
607
Hiley Hunt Wealth Management
Nebraska
$7.41M
ACB
608
Aristotle Capital Boston
Massachusetts
$7.38M
MWM
609
MTC Wealth Management
Florida
$7.35M
Susquehanna International Group
610
Susquehanna International Group
Pennsylvania
$7.29M
EFA
611
Evernest Financial Advisors
Indiana
$7.25M
SW
612
SkyOak Wealth
Michigan
$7.22M
DWT
613
Dorsey & Whitney Trust
South Dakota
$7.16M
PFS
614
Prospera Financial Services
Texas
$7.16M
NGA
615
Naples Global Advisors
Florida
$7.12M
AMM
616
American Money Management
California
$7.1M
SIA
617
Soltis Investment Advisors
Utah
$7.09M
CI
618
CX Institutional
Indiana
$7.05M
BWS
619
Buck Wealth Strategies
Colorado
$7.04M
TSWM
620
Triangle Securities Wealth Management
North Carolina
$7.04M
CFO
621
Capitol Family Office
Oregon
$7M
LWMNY
622
Landmark Wealth Management (New York)
New York
$6.98M
SWA
623
Serenus Wealth Advisors
California
$6.98M
BIA
624
Bell Investment Advisors
California
$6.98M
HCP
625
Holt Capital Partners
Texas
$6.96M