IJR icon

iShares Core S&P Small-Cap ETF

2,504 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 987 increasing their positions, 1,054 reducing their positions, and 86 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,4872,504 (+17)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,054

Holders
2,504
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
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
626
Aristides Capital
Kentucky
$7.13M
EGWAG
627
Elwood & Goetz Wealth Advisory Group
Georgia
$7.11M
PCM
628
Park Capital Management
Wisconsin
$7.07M
LPT
629
Legacy Private Trust
Wisconsin
$7.06M
ABC
630
Associated Banc-Corp
Wisconsin
$7.05M
BSAM
631
Blue Square Asset Management
New York
$7.05M
SS
632
Sunbelt Securities
Texas
$7.04M
OAM
633
Oppenheimer Asset Management
New York
$7.01M
SAM
634
Smithbridge Asset Management
Pennsylvania
$7M
MPW
635
Melone Private Wealth
Michigan
$6.99M
DWM
636
Drive Wealth Management
Utah
$6.98M
LWM
637
Latko Wealth Management
Illinois
$6.98M
CFO
638
Capitol Family Office
Oregon
$6.94M
KNFPWM
639
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.93M
BFO
640
Boston Family Office
Massachusetts
$6.93M
CAG
641
Csenge Advisory Group
Florida
$6.9M
SW
642
SVB Wealth
Massachusetts
$6.88M
MAA
643
Matrix Asset Advisors
New York
$6.86M
SS
644
Sound Stewardship
Kansas
$6.82M
LA
645
Lynch & Associates
Indiana
$6.82M
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$6.75M
CBB
647
Citizens Business Bank
California
$6.74M
CAM
648
Cozad Asset Management
Illinois
$6.73M
BFIM
649
Beese Fulmer Investment Management
Ohio
$6.72M
SC
650
Stephenson & Company
California
$6.71M