We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,720 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,720 (+198)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,026

Holders
2,720
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.09%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.8%
New
343
Increased
1,056
Reduced
1,026
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
951
Patriot Financial Group Insurance Agency
Massachusetts
$3.57M -$158K -1,317 -4%
UAG
952
United Advisor Group
Ohio
$3.56M -$294K -2,459 -8%
KCAM
953
Kagan Cocozza Asset Management
New Jersey
$3.56M +$145K +1,213 +4%
PWA
954
Physician Wealth Advisors
Utah
$3.55M +$957 +8 +0%
DT
955
Diversified Trust
Tennessee
$3.53M +$9.45K +79 +0.3%
Kayne Anderson Rudnick Investment Management
956
Kayne Anderson Rudnick Investment Management
California
$3.51M +$3.3M +27,634 +1,743%
PWS
957
Precision Wealth Strategies
Missouri
$3.51M -$403K -3,367 -10%
VC
958
Vestor Capital
Illinois
$3.51M -$3.24M -27,133 -97%
WWM
959
Western Wealth Management
Colorado
$3.5M +$672K +5,620 +24%
BVP
960
Bristlecone Value Partners
California
$3.48M +$3.46M +28,936 New
AWM
961
Aureum Wealth Management
Florida
$3.47M +$3.46M +28,890 New
GFP
962
Gryphon Financial Partners
Ohio
$3.47M +$46.8K +391 +1%
AMG
963
Asset Management Group
Connecticut
$3.46M -$29.4K -246 -0.8%
VWA
964
Visionary Wealth Advisors
Illinois
$3.45M +$155K +1,300 +5%
LOWM
965
Laurel Oak Wealth Management
New Jersey
$3.44M +$3.43M +28,663 New
CBT
966
CoreFirst Bank & Trust
Kansas
$3.44M -$484K -4,043 -12%
AFC
967
AFT Forsyth & Company
Florida
$3.42M -$1.44K -12 -0%
AWM
968
AE Wealth Management
Kansas
$3.42M -$49.2K -411 -1%
BMCM
969
Bryn Mawr Capital Management
Pennsylvania
$3.41M +$697K +5,829 +26%
VCM
970
Viewpoint Capital Management
Washington
$3.4M
PIAS
971
PCA Investment Advisory Services
Ohio
$3.4M -$490K -4,094 -13%
DPI
972
Diversified Portfolios Inc
Michigan
$3.4M +$267K +2,233 +9%
DFC
973
DBK Financial Counsel
Ohio
$3.38M -$2.87K -24 -0.1%
WWM
974
Wiser Wealth Management
Georgia
$3.37M +$83.1K +695 +3%
HWA
975
Heartwood Wealth Advisors
Virginia
$3.37M +$263K +2,201 +9%