IJR icon

iShares Core S&P Small-Cap ETF

2,480 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 913 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5052,480 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
976
Balanced Wealth Group
Ohio
$2.82M
CA
977
Continuum Advisory
Idaho
$2.81M
GSWM
978
Golden State Wealth Management
California
$2.81M
DPI
979
Diversified Portfolios Inc
Michigan
$2.81M
RWM
980
Rialto Wealth Management
New York
$2.8M
KFAA
981
Klaas Financial Asset Advisors
Illinois
$2.8M
BFS
982
Bradley Foster & Sargent
Connecticut
$2.79M
TF
983
Trek Financial
Arizona
$2.79M
IWB
984
Innovative Wealth Building
Maryland
$2.79M
FFS
985
Fortress Financial Solutions
Arizona
$2.79M
MOACM
986
Mutual of America Capital Management
New York
$2.76M
WA
987
Wealth Alliance
New York
$2.76M
VC
988
Veracity Capital
Georgia
$2.75M
SEIA
989
Signature Estate & Investment Advisors
California
$2.75M
WMP
990
Wealth Management Partners
Arizona
$2.74M
BFA
991
Bluestem Financial Advisors
Illinois
$2.74M
MCCA
992
Mill Creek Capital Advisors
Pennsylvania
$2.73M
GCA
993
Gallagher Capital Advisors
Texas
$2.72M
CFO
994
CVA Family Office
Colorado
$2.72M
UAG
995
United Advisor Group
Ohio
$2.71M
SFG
996
SevenBridge Financial Group
Pennsylvania
$2.71M
AG
997
AlTi Global
New York
$2.69M
MF
998
Montis Financial
Massachusetts
$2.69M
HWA
999
Heartwood Wealth Advisors
Virginia
$2.68M
CT
1000
Coastline Trust
Rhode Island
$2.68M