IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
651
Ballew Advisors
Mississippi
$6.24M +$186K +1,645 +3%
MWM
652
Meridian Wealth Management
Kentucky
$6.23M -$153K -1,401 -2%
EWA
653
Etesian Wealth Advisors
Oregon
$6.23M -$1.31M -11,987 -17%
CBB
654
Citizens Business Bank
California
$6.21M -$554K -5,067 -8%
BCM
655
Boltwood Capital Management
California
$6.17M -$23.5K -215 -0.4%
FNBOH
656
First National Bank of Hutchinson
Kansas
$6.16M -$90.5K -828 -1%
BFIM
657
Beese Fulmer Investment Management
Ohio
$6.12M +$6.12M +55,970 New
GWMIA
658
Global Wealth Management Investment Advisory
Florida
$6.1M -$1.87M -17,083 -23%
SC
659
Stephenson & Company
California
$6.09M +$340K +3,109 +6%
CAG
660
Csenge Advisory Group
Florida
$6.08M +$916K +8,694 +18%
HBT
661
Hills Bank & Trust
Iowa
$6.08M -$405K -3,710 -6%
HFS
662
Hopwood Financial Services
Virginia
$6.07M +$175K +1,605 +3%
LA
663
Lynch & Associates
Indiana
$6.06M +$28.1K +257 +0.5%
FA
664
FDx Advisors
Illinois
$6.05M +$205K +1,876 +4%
SCTC
665
Sanibel Captiva Trust Company
Florida
$6.05M +$447K +4,091 +8%
PPWM
666
Paragon Private Wealth Management
Kentucky
$6.04M +$1.17M +10,678 +24%
SAM
667
Smithbridge Asset Management
Pennsylvania
$6.03M +$2.89M +26,412 +92%
ALA
668
Atlas Legacy Advisors
California
$6.03M -$979K -8,959 -14%
CWG
669
Cornerstone Wealth Group
North Carolina
$6.02M -$556K -5,088 -8%
MAA
670
Matrix Asset Advisors
New York
$5.99M +$672K +6,150 +13%
CAC
671
Certified Advisory Corp
Florida
$5.98M -$239K -2,183 -4%
MWA
672
Muirfield Wealth Advisors
North Carolina
$5.97M +$457K +4,183 +8%
EA
673
Enclave Advisors
Texas
$5.95M -$1.11M -10,139 -16%
KNFPWM
674
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.94M +$147K +1,349 +3%
AFS
675
Aft Forsyth & Sober
Florida
$5.93M – – –
25 26
27
28 29