IJR icon

iShares Core S&P Small-Cap ETF

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MPCA
801
Madison Park Capital Advisors
Washington
$4.34M +$157K +1,504 +4%
MCI
802
MRP Capital Investments
Georgia
$4.34M -$115K -1,099 -3%
MFC
803
Mechanics Financial Corp
Ohio
$4.32M +$23.3K +223 +0.5%
RWM
804
Ritholtz Wealth Management
New York
$4.32M +$2.25M +21,513 +109%
AFS
805
AFG Fiduciary Services
Massachusetts
$4.32M +$432K +4,383 +11%
CA
806
Clune & Associates
Illinois
$4.31M +$750K +7,176 +21%
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.29M +$95.5K +913 +2%
National Bank of Canada
808
National Bank of Canada
Quebec, Canada
$4.29M -$917K -8,770 -18%
MUAMU
809
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.29M
CPRC
810
Consolidated Portfolio Review Corp
New York
$4.28M +$52.9K +506 +1%
CB
811
Centennial Bank
Arkansas
$4.27M -$50.5K -483 -1%
ASW
812
Astoria Strategic Wealth
Texas
$4.27M +$248K +2,369 +6%
DCM
813
Donaldson Capital Management
Indiana
$4.25M +$2.62M +25,065 +161%
SMA
814
Sage Mountain Advisors
Georgia
$4.23M +$43K +411 +1%
Wolverine Trading
815
Wolverine Trading
Illinois
$4.22M +$4.22M +40,561 New
MYIA
816
Mount Yale Investment Advisors
Colorado
$4.19M -$811K -7,753 -16%
DWM
817
Drive Wealth Management
Utah
$4.18M +$219K +2,097 +6%
WCP
818
Wick Capital Partners
Pennsylvania
$4.16M -$938K -8,972 -18%
SSW
819
Stone Summit Wealth
Florida
$4.16M -$23.1K -221 -0.6%
BWM
820
Boyd Wealth Management
California
$4.15M +$146K +1,396 +4%
WPC
821
Wedmont Private Capital
Pennsylvania
$4.14M +$1.83M +19,153 +79%
SW
822
Solidarity Wealth
Utah
$4.1M +$426K +4,071 +12%
FIM
823
Freedom Investment Management
Connecticut
$4.1M +$145K +1,385 +4%
WS
824
Wedbush Securities
California
$4.02M +$504K +4,824 +14%
GSB
825
Greenfield Savings Bank
Massachusetts
$4.01M -$280K -2,679 -7%