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 %
NWMP
901
Noble Wealth Management PBC
Colorado
$3.35M -$154K -1,476 -4%
LOIP
902
Live Oak Investment Partners
Texas
$3.35M +$3.35M +32,060 New
FWTB
903
First Western Trust Bank
Colorado
$3.34M -$22.2K -212 -0.7%
BFA
904
Beaumont Financial Advisors
Massachusetts
$3.33M -$273K -2,608 -8%
MCCA
905
Mill Creek Capital Advisors
Pennsylvania
$3.33M -$117K -1,118 -3%
MAS
906
Meeder Advisory Services
Ohio
$3.33M -$288K -2,756 -8%
TFF
907
The Family Firm
Maryland
$3.32M -$10.5K -100 -0.3%
VIA
908
Vickerman Investment Advisors
Washington
$3.32M +$378K +3,616 +13%
SWP
909
Summit Wealth Partners
Florida
$3.3M -$20.8K -199 -0.6%
MA
910
Mutual Advisors
Nebraska
$3.3M -$1.37M -13,736 -29%
BFO
911
Biltmore Family Office
North Carolina
$3.29M -$53.4K -511 -2%
UBG
912
United Bank (Georgia)
Georgia
$3.28M +$150K +1,435 +5%
FTC
913
Farmers Trust Company
Ohio
$3.28M -$263K -2,517 -7%
SC
914
Scotia Capital
Ontario, Canada
$3.27M -$938K -8,968 -22%
ZIM
915
Zacks Investment Management
Illinois
$3.27M -$1.04M -9,950 -24%
SCM
916
Sebold Capital Management
Illinois
$3.27M -$16.5K -158 -0.5%
BJL
917
Brighton Jones LLC
Washington
$3.25M +$123K +1,181 +4%
SG
918
StoneX Group
New York
$3.25M -$15.1K -144 -0.5%
CA
919
Continuum Advisory
Idaho
$3.24M -$19K -182 -0.6%
RhumbLine Advisers
920
RhumbLine Advisers
Massachusetts
$3.24M +$716K +6,845 +28%
TCA
921
Transcend Capital Advisors
New Jersey
$3.22M +$472K +4,517 +17%
VF
922
Vawter Financial
Ohio
$3.22M +$523 +5 +0%
SIS
923
Sound Income Strategies
Florida
$3.21M +$125K +1,197 +4%
AF
924
Affiance Financial
Minnesota
$3.2M -$145K -1,383 -4%
CBT
925
Central Bank & Trust
Kentucky
$3.2M -$31.3K -299 -1%