IJR icon

iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$71.9M
SFG
102
Sage Financial Group
Pennsylvania
$71.2M
APCM
103
Alaska Permanent Capital Management
Alaska
$69.7M
SIC
104
Sigma Investment Counselors
Michigan
$69.2M
UB
105
UMB Bank
Missouri
$69.1M
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$69M
KA
107
Klingman & Associates
New York
$68.2M
EH
108
Equitable Holdings
New York
$67.8M
SLT
109
St Louis Trust
Missouri
$67.5M
IC
110
IEQ Capital
California
$67.2M
GT
111
Greenleaf Trust
Michigan
$66.2M
CWM
112
Connecticut Wealth Management
Connecticut
$65.3M
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$65M
BF
114
BOK Financial
Oklahoma
$64.3M
PAG
115
Private Advisor Group
New Jersey
$63.2M
AllianceBernstein
116
AllianceBernstein
Tennessee
$61.6M
WA
117
Wealth Architects
California
$59.7M
BCWM
118
Bartlett & Co Wealth Management
Ohio
$59.5M
JIC
119
Johnson Investment Counsel
Ohio
$59.4M
FBFS
120
First Business Financial Services
Wisconsin
$59.2M
CA
121
Clearstead Advisors
Ohio
$59.1M
BSB
122
Bangor Savings Bank
Maine
$58M
BBA
123
BLB&B Advisors
Pennsylvania
$57.7M
MSA
124
Mason Street Advisors
Wisconsin
$57.2M
AWM
125
Axxcess Wealth Management
California
$56.6M