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 %
NFP
1101
Narus Financial Partners
Utah
$2.09M -$482K -4,407 -19%
DJYG
1102
David J. Yvars Group
Florida
$2.08M +$1.23M +11,264 +144%
SIG
1103
Stonegate Investment Group
Alabama
$2.08M -$210K -1,921 -9%
AGP
1104
Autumn Glory Partners
Texas
$2.08M -$31.3K -286 -1%
SCM
1105
SOL Capital Management
Maryland
$2.08M -$25.7K -235 -1%
SCA
1106
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M +$11.3K +103 +0.5%
WEG
1107
World Equity Group
Illinois
$2.07M +$4.15K +38 +0.2%
UCB
1108
United Community Bank
South Carolina
$2.06M -$496K -4,541 -19%
SWM
1109
Shelton Wealth Management
Texas
$2.06M +$32.8K +300 +2%
CF
1110
Convergence Financial
Missouri
$2.06M +$132K +1,204 +7%
RWA
1111
Roberts Wealth Advisors
California
$2.05M – – –
JF
1112
JSF Financial
California
$2.05M +$44.7K +409 +2%
LWM
1113
Lionsbridge Wealth Management
Florida
$2.05M +$274K +2,509 +15%
CAS
1114
Coppell Advisory Solutions
Texas
$2.05M +$2.05M +18,685 New
WWA
1115
WCG Wealth Advisors
Nevada
$2.03M -$86.1K -788 -4%
BB
1116
Busey Bank
Illinois
$2.03M +$50.2K +459 +3%
MIM
1117
Macroview Investment Management
Maryland
$2.03M +$67.4K +617 +3%
HNB
1118
Hilltop National Bank
Wyoming
$2.02M +$2.02M +18,450 New
SIM
1119
Stratos Investment Management
Ohio
$2M -$1.85M -16,895 -48%
IFO
1120
Independent Family Office
New York
$2M +$388K +3,463 +24%
SC
1121
Steph & Co
Wisconsin
$2M +$131K +1,200 +7%
FPTW
1122
Franklin, Parlapiano, Turner & Welch
Texas
$1.99M – – –
MTIC
1123
Missouri Trust & Investment Company
Missouri
$1.99M -$109K -1,000 -5%
AG
1124
Ascent Group
Virginia
$1.99M -$420K -3,846 -17%
SWM
1125
Sentinel Wealth Management
Virginia
$1.97M +$1.97M +18,039 New
43 44
45
46 47