IJR icon

iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
1176
RDA Financial Network
Iowa
$1.85M -$10.7K -102 -0.6%
FFG
1177
Fortress Financial Group
Minnesota
$1.85M +$183K +1,752 +11%
FCB
1178
First County Bank
Connecticut
$1.85M +$28.8K +275 +2%
CF
1179
Convergence Financial
Missouri
$1.85M -$2.3M -21,978 -55%
SF
1180
SWP Financial
California
$1.85M -$51.6K -493 -3%
CAL
1181
Capital Advisors Ltd
Ohio
$1.84M +$49.3K +471 +3%
CWM
1182
Compass Wealth Management
Connecticut
$1.84M -$4.71K -45 -0.3%
PWM
1183
Pines Wealth Management
North Carolina
$1.84M +$720K +7,949 +64%
AWP
1184
Astra Wealth Partners
New Jersey
$1.84M -$59.7K -571 -3%
HCM
1185
Hollencrest Capital Management
California
$1.84M +$4.29K +41 +0.2%
MPM
1186
Meritage Portfolio Management
Kansas
$1.83M +$27.7K +265 +2%
FFS
1187
Flavin Financial Services
Florida
$1.82M +$91.7K +877 +5%
VW
1188
Veridan Wealth
Oregon
$1.81M +$193K +1,841 +12%
CFG
1189
Carr Financial Group
Massachusetts
$1.8M -$671K -6,419 -27%
EFG
1190
Ethos Financial Group
Pennsylvania
$1.79M -$10.8K -99 -0.6%
TCM
1191
TruNorth Capital Management
Michigan
$1.79M +$23.3K +223 +1%
BL
1192
Balentine LLC
Georgia
$1.79M +$436K +4,171 +32%
SC
1193
Steph & Co
Wisconsin
$1.79M +$21.5K +206 +1%
CTA
1194
Camelot Technology Advisors
California
$1.78M +$3.56K +34 +0.2%
ABWM
1195
Alpine Bank Wealth Management
Colorado
$1.77M +$1.77M +16,892 New
TSS
1196
Two Sigma Securities
New York
$1.76M +$1.76M +16,865 New
HNWAG
1197
High Net Worth Advisory Group
Florida
$1.76M +$105K +1,007 +6%
CMAI
1198
Capital Management Associates Inc
Minnesota
$1.76M +$638K +6,100 +57%
ACA
1199
Affinity Capital Advisors
California
$1.76M -$34.3K -359 -2%
SFG
1200
Sunburst Financial Group
Alabama
$1.75M -$47.7K -456 -3%