IJR icon

iShares Core S&P Small-Cap ETF

2,480 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 913 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5052,480 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1226
TFG Advisers
Michigan
$1.56M
SMWM
1227
Silvia McColl Wealth Management
California
$1.55M
CIR
1228
Clear Investment Research
Georgia
$1.55M
FB
1229
Fulton Bank
Pennsylvania
$1.55M
FFWA
1230
FRG Family Wealth Advisors
Washington
$1.55M
ACM
1231
AUA Capital Management
Pennsylvania
$1.54M
GPI
1232
General Partner Inc
Pennsylvania
$1.54M
BAAM
1233
Baker Avenue Asset Management
California
$1.54M
MWA
1234
Midland Wealth Advisors
Illinois
$1.54M
WCM
1235
Winthrop Capital Management
Indiana
$1.53M
SFM
1236
Signet Financial Management
New Jersey
$1.53M
KOMWMG
1237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M
IVP
1238
Intrinsic Value Partners
Arizona
$1.53M
USCWA
1239
U.S. Capital Wealth Advisors
Texas
$1.53M
MWC
1240
MKD Wealth Coaches
Michigan
$1.53M
ATWA
1241
Arbor Trust Wealth Advisors
Michigan
$1.53M
FFP
1242
FourThought Financial Partners
Florida
$1.52M
PAM
1243
Peak Asset Management
Colorado
$1.52M
AW
1244
Avion Wealth
Texas
$1.52M
GKIM
1245
GW&K Investment Management
Massachusetts
$1.52M
IPW
1246
Intergy Private Wealth
Colorado
$1.52M
PGA
1247
Portland Global Advisors
Maine
$1.52M
FVWA
1248
Foster Victor Wealth Advisors
South Carolina
$1.51M
CFFP
1249
Center for Financial Planning
Michigan
$1.51M
IPWA
1250
International Private Wealth Advisors
California
$1.51M