IJR icon

iShares Core S&P Small-Cap ETF

2,510 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 991 increasing their positions, 1,055 reducing their positions, and 86 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:

0.74% more ownership

Funds ownership: 72.39%73.14% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 300299 (-1)

6% less repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 1,055

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
FFG
826
Fortress Financial Group
Minnesota
$4.28M
RPGK
827
Retirement Planning Group (Kansas)
Kansas
$4.28M
SEI Investments
828
SEI Investments
Pennsylvania
$4.26M
WB
829
WesBanco Bank
West Virginia
$4.26M
AFO
830
Arrowroot Family Office
California
$4.25M
B
831
Birchbrook
Maine
$4.24M
IWP
832
Invenio Wealth Partners
Florida
$4.23M
BDF
833
Black Diamond Financial
Maryland
$4.22M
WA
834
WBH Advisory
Maryland
$4.19M
CF
835
Conquis Financial
California
$4.16M
GPA
836
Garrison Point Advisors
California
$4.15M
DCM
837
Donaldson Capital Management
Indiana
$4.13M
HPC
838
HM Payson & Co
Maine
$4.13M
DJSG
839
D.J. St. Germain
Massachusetts
$4.12M
WS
840
Wela Strategies
Georgia
$4.12M
SSW
841
Smith Shellnut Wilson
Mississippi
$4.11M
WCM
842
Windsor Capital Management
Arizona
$4.11M
MAS
843
Meeder Advisory Services
Ohio
$4.11M
AAS
844
Annex Advisory Services
Wisconsin
$4.11M
JBW
845
Journey Beyond Wealth
Georgia
$4.09M
CT
846
Colonial Trust
South Carolina
$4.09M
VPW
847
Variant Private Wealth
Virginia
$4.08M
FCM
848
Fourpath Capital Management
Oklahoma
$4.08M
GS
849
GTS Securities
New York
$4.07M
AF
850
Affiance Financial
Minnesota
$4.06M