We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,719 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5212,719 (+198)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,719
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.08%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.8%
New
343
Increased
1,056
Reduced
1,025
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
626
New World Advisors
Massachusetts
$7.68M +$127K +1,066 +2%
AC
627
Asio Capital
Kentucky
$7.66M -$504K -4,216 -6%
NBWM
628
North Berkeley Wealth Management
California
$7.63M +$275K +2,300 +4%
EWA
629
Emergent Wealth Advisors
New York
$7.58M -$2.02M -16,908 -21%
MAA
630
Matrix Asset Advisors
New York
$7.56M +$618K +5,168 +9%
AC
631
Aristides Capital
Kentucky
$7.54M +$325K +2,720 +5%
AP
632
Americana Partners
Texas
$7.53M +$44.4K +371 +0.6%
KNFPWM
633
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.51M +$491K +4,107 +7%
CA
634
Clune & Associates
Illinois
$7.49M +$1.38M +11,550 +23%
EW
635
Enzi Wealth
Texas
$7.48M -$14.3M -119,859 -67%
NF
636
Nikulski Financial
Iowa
$7.48M -$761K -6,365 -9%
MF
637
Meridian Financial
Massachusetts
$7.48M -$409K -3,422 -5%
WPIC
638
White Pine Investment Company
Michigan
$7.43M -$9.81K -82 -0.1%
MMA
639
Miracle Mile Advisors
California
$7.41M -$323K -2,702 -4%
BW
640
BostonPremier Wealth
Massachusetts
$7.39M -$1.39M -11,598 -16%
PCM
641
Park Capital Management
Wisconsin
$7.38M +$237K +1,978 +3%
BIA
642
Bell Investment Advisors
California
$7.37M -$157K -1,315 -2%
MWP
643
Madison Wealth Partners
Wisconsin
$7.36M -$22.1M -184,638 -75%
IAN
644
Integrated Advisors Network
Texas
$7.34M -$51.8K -433 -0.7%
FMI
645
Fiduciary Management Inc
Wisconsin
$7.32M +$7.28M +60,880 New
CA
646
Cumberland Advisors
Florida
$7.32M -$52.6K -440 -0.7%
PWM
647
Provident Wealth Management
Tennessee
$7.3M +$81.2K +679 +1%
AWP
648
Accretive Wealth Partners
New Jersey
$7.29M +$41.9K +350 +0.6%
FHA
649
Flagship Harbor Advisors
Massachusetts
$7.29M -$6.47M -54,077 -47%
SAS
650
Sage Advisory Services
Texas
$7.29M -$33.5K -280 -0.5%