IJR icon

iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 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 funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
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
MGIA
51
Moneta Group Investment Advisors
Missouri
$176M
MFIM
52
Mesirow Financial Investment Management
Illinois
$176M
MWM
53
Modera Wealth Management
New Jersey
$172M
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$170M
State Street
55
State Street
Massachusetts
$162M
BIM
56
Bridges Investment Management
Nebraska
$154M
Creative Planning
57
Creative Planning
Kansas
$151M
CCMG
58
Clark Capital Management Group
Pennsylvania
$150M
Corient Private Wealth
59
Corient Private Wealth
Florida
$150M
AF
60
Allworth Financial
California
$146M
MML Investors Services
61
MML Investors Services
Massachusetts
$144M
FMII
62
Farmers & Merchants Investments Inc
Nebraska
$137M
Comerica Bank
63
Comerica Bank
Texas
$136M
UCFA
64
United Capital Financial Advisors
Texas
$129M
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$129M
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$127M
NFA
67
Nationwide Fund Advisors
Ohio
$126M
M&T Bank
68
M&T Bank
New York
$118M
Franklin Resources
69
Franklin Resources
California
$116M
AssetMark Inc
70
AssetMark Inc
California
$110M
AIM
71
Acropolis Investment Management
Missouri
$107M
AUB
72
Atlantic Union Bankshares
Virginia
$106M
BIAS
73
Beacon Investment Advisory Services
New Jersey
$106M
MAWA
74
Moss Adams Wealth Advisors
Washington
$101M
Brown Advisory
75
Brown Advisory
Maryland
$101M