IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
1001
NorthRock Partners
Minnesota
$2.71M +$464K +4,441 +21%
JCM
1002
Jacobi Capital Management
Pennsylvania
$2.7M -$515K -4,925 -16%
VWM
1003
Venturi Wealth Management
Texas
$2.69M -$97.6M -933,089 -97%
RWM
1004
Rialto Wealth Management
New York
$2.68M – – –
GFP
1005
Gryphon Financial Partners
Ohio
$2.68M +$21.4K +205 +0.8%
BFA
1006
Bluestem Financial Advisors
Illinois
$2.67M +$418 +4 +0%
CW
1007
CreativeOne Wealth
Kansas
$2.66M +$39K +373 +1%
KCAM
1008
Kagan Cocozza Asset Management
New Jersey
$2.66M +$128K +1,222 +5%
3F
1009
360 Financial
Minnesota
$2.63M +$196K +1,878 +8%
BDF
1010
Black Diamond Financial
Maryland
$2.62M -$15.2K -145 -0.6%
GWM
1011
Greenwich Wealth Management
Connecticut
$2.62M -$2.93K -28 -0.1%
FWMP
1012
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.61M -$16K -153 -0.6%
WA
1013
Wealth Alliance
New York
$2.61M -$61.3K -586 -2%
CFO
1014
CVA Family Office
Colorado
$2.6M -$4.95M -47,297 -66%
BMCM
1015
Bryn Mawr Capital Management
Pennsylvania
$2.6M -$919K -8,789 -26%
FFS
1016
Fortress Financial Solutions
Arizona
$2.59M +$46.5K +445 +2%
GFL
1017
Granite FO LLC
New Hampshire
$2.59M +$165K +1,580 +7%
KFAA
1018
Klaas Financial Asset Advisors
Illinois
$2.58M -$172K -1,642 -6%
FC
1019
Fjell Capital
North Dakota
$2.57M +$89.1K +852 +4%
WIP
1020
WealthCare Investment Partners
Rhode Island
$2.56M +$93.9K +995 +4%
MF
1021
Montis Financial
Massachusetts
$2.55M -$685K -6,551 -21%
WWM
1022
Wiser Wealth Management
Georgia
$2.55M +$190K +1,818 +8%
SAA
1023
Southeast Asset Advisors
Georgia
$2.55M +$837 +8 +0%
KHC
1024
Koesten Hirschmann & Crabtree
Kansas
$2.55M +$7.53K +72 +0.3%
SFMG
1025
Sage Financial Management Group
Virginia
$2.55M -$68.8K -658 -3%
39 40
41
42 43