IJR icon

iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mission Wealth Management
California
$69.1M
SFG
102
Sage Financial Group
Pennsylvania
$68.9M
SFA
103
Sequoia Financial Advisors
Ohio
$68.3M
BF
104
BOK Financial
Oklahoma
$67M
PAG
105
Private Advisor Group
New Jersey
$66.5M
QWP
106
Quotient Wealth Partners
Texas
$66.3M
KA
107
Klingman & Associates
New York
$65.5M
SLT
108
St Louis Trust
Missouri
$64.9M
APCM
109
Alaska Permanent Capital Management
Alaska
$64.8M
SF
110
Synovus Financial
Georgia
$64M
FSC
111
Full Sail Capital
Oklahoma
$63.8M
IC
112
IEQ Capital
California
$63.8M
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$63.7M
EH
114
Equitable Holdings
New York
$62.8M
FA
115
Financial Advisors
Massachusetts
$62.7M
FFA
116
Farther Finance Advisors
California
$59.7M
CA
117
Clearstead Advisors
Ohio
$59.7M
FBFS
118
First Business Financial Services
Wisconsin
$59.3M
BBA
119
BLB&B Advisors
Pennsylvania
$59.1M
BSB
120
Bangor Savings Bank
Maine
$58.7M
AllianceBernstein
121
AllianceBernstein
Tennessee
$58.6M
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
$57.9M
WA
123
Wealth Architects
California
$57.8M
BCWM
124
Bartlett & Co Wealth Management
Ohio
$56.5M
BBHC
125
Brown Brothers Harriman & Co
New York
$56.3M