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
MWAM
1276
Manhattan West Asset Management
California
$1.44M
TFM
1277
TFC Financial Management
Massachusetts
$1.43M
ES
1278
Eagle Strategies
New York
$1.43M
AWM
1279
AAF Wealth Management
Massachusetts
$1.42M
JPWM
1280
Jamison Private Wealth Management
Georgia
$1.42M
VCM
1281
Vivaldi Capital Management
Illinois
$1.42M
MSAM
1282
Moloney Securities Asset Management
Missouri
$1.4M
CIBC World Market
1283
CIBC World Market
Ontario, Canada
$1.39M
CWA
1284
Continuum Wealth Advisors
New York
$1.39M
CAM
1285
Congress Asset Management
Massachusetts
$1.38M
CCM
1286
Coldstream Capital Management
Washington
$1.38M
ACG
1287
Allen Capital Group
Nebraska
$1.37M
QCM
1288
QRG Capital Management
Illinois
$1.37M
ONST
1289
Old North State Trust
North Carolina
$1.36M
TIAAOA
1290
Teachers Insurance & Annuity Association of America
New York
$1.36M
LWA
1291
Lineweaver Wealth Advisors
Ohio
$1.36M
FPGK
1292
Financial Partners Group (Kansas)
Kansas
$1.35M
MIC
1293
Meridian Investment Counsel
California
$1.34M
AWM
1294
Accredited Wealth Management
Kentucky
$1.34M
QPWM
1295
Quadrant Private Wealth Management
Pennsylvania
$1.34M
LC
1296
LCNB Corp
Ohio
$1.34M
PGAM
1297
Princeton Global Asset Management
New Jersey
$1.33M
SFG
1298
Stonebridge Financial Group
Pennsylvania
$1.33M
PWP
1299
PrairieView Wealth Partners
Illinois
$1.33M
NDBT
1300
North Dallas Bank & Trust
Texas
$1.32M