IJR icon

iShares Core S&P Small-Cap ETF

2,480 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 145 funds opening new positions, 913 increasing their positions, 1,163 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: 2,5032,480 (-23)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
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
PPWM
676
Paragon Private Wealth Management
Kentucky
$6.04M
SAM
677
Smithbridge Asset Management
Pennsylvania
$6.03M
ALA
678
Atlas Legacy Advisors
California
$6.03M
CWG
679
Cornerstone Wealth Group
North Carolina
$6.02M
MAA
680
Matrix Asset Advisors
New York
$5.99M
CAC
681
Certified Advisory Corp
Florida
$5.98M
MWA
682
Muirfield Wealth Advisors
North Carolina
$5.97M
EA
683
Enclave Advisors
Texas
$5.95M
KNFPWM
684
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.94M
AFS
685
Aft Forsyth & Sober
Florida
$5.93M
SI
686
Stephens Inc
Arkansas
$5.92M
MFA
687
Mayflower Financial Advisors
Massachusetts
$5.92M
LWM
688
Latko Wealth Management
Illinois
$5.92M
IAA
689
Ironsides Asset Advisors
North Carolina
$5.91M
TCM
690
Telos Capital Management
California
$5.88M
MA
691
Montag & Associates
Georgia
$5.78M
LPT
692
Legacy Private Trust
Wisconsin
$5.77M
PFM
693
Phillips Financial Management
Indiana
$5.76M
NCM
694
Noesis Capital Mangement
Florida
$5.73M
NAM
695
NTV Asset Management
West Virginia
$5.73M
PD
696
Planning Directions
Pennsylvania
$5.71M
BWCS
697
Beirne Wealth Consulting Services
Connecticut
$5.71M
PL
698
Parthenon LLC
Kentucky
$5.68M
EWP
699
Elevation Wealth Partners
California
$5.68M
GC
700
Garde Capital
Washington
$5.67M