IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
976
Veracity Capital
Georgia
$2.75M +$238K +2,174 +9%
SEIA
977
Signature Estate & Investment Advisors
California
$2.75M -$427K -3,907 -13%
WMP
978
Wealth Management Partners
Arizona
$2.74M -$245K -2,203 -8%
BFA
979
Bluestem Financial Advisors
Illinois
$2.74M -$48.9K -447 -2%
MCCA
980
Mill Creek Capital Advisors
Pennsylvania
$2.73M -$747K -6,837 -21%
GCA
981
Gallagher Capital Advisors
Texas
$2.72M -$1.07M -9,486 -28%
CFO
982
CVA Family Office
Colorado
$2.72M -$2.62K -24 -0.1%
UAG
983
United Advisor Group
Ohio
$2.71M +$283K +2,593 +12%
SFG
984
SevenBridge Financial Group
Pennsylvania
$2.71M -$430K -3,758 -14%
AG
985
AlTi Global
New York
$2.69M -$217K -1,990 -7%
MF
986
Montis Financial
Massachusetts
$2.69M +$24.9K +228 +0.9%
HWA
987
Heartwood Wealth Advisors
Virginia
$2.68M +$327K +2,996 +14%
CT
988
Coastline Trust
Rhode Island
$2.68M -$1.29M -11,791 -32%
PCA
989
Providence Capital Advisors
North Carolina
$2.67M +$151K +1,378 +6%
SAA
990
Southeast Asset Advisors
Georgia
$2.67M +$1.64K +15 +0.1%
NPT
991
Nixon Peabody Trust
Massachusetts
$2.66M +$14.4K +132 +0.5%
FWP
992
Forefront Wealth Partners
Texas
$2.66M +$91.4K +793 +4%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$2.65M +$4.26K +39 +0.2%
Calamos Advisors
994
Calamos Advisors
Illinois
$2.64M +$177K +1,620 +7%
FPAS
995
Focus Partners Advisor Solutions
Missouri
$2.64M -$633K -5,792 -19%
MERSOM
996
Municipal Employees' Retirement System of Michigan
Michigan
$2.64M +$371K +3,393 +16%
NP
997
NorthRock Partners
Minnesota
$2.63M -$199K -1,821 -7%
WIM
998
Westside Investment Management
California
$2.62M +$72.7K +665 +3%
SG
999
StoneX Group
New York
$2.62M -$774K -7,083 -23%
BWAM
1000
Boyd Watterson Asset Management
Ohio
$2.61M – – –
38 39
40
41 42