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 %
DAS
1326
Diversify Advisory Services
Utah
$1.3M -$504K -4,998 -28%
AWM
1327
Accredited Wealth Management
Kentucky
$1.3M -$13.6K -130 -1%
ADL
1328
Asset Dedication LLC
California
$1.29M +$36.5K +349 +3%
ONST
1329
Old North State Trust
North Carolina
$1.29M
LC
1330
LCNB Corp
Ohio
$1.29M -$27.8K -266 -2%
EFG
1331
Ehrlich Financial Group
California
$1.29M +$371K +3,551 +41%
AUB
1332
Atlantic Union Bankshares
Virginia
$1.28M +$49.4K +472 +4%
MIC
1333
Meridian Investment Counsel
California
$1.28M -$23K -220 -2%
TFP
1334
Tilia Fiduciary Partners
North Carolina
$1.28M -$10.2K -98 -0.8%
PAG
1335
Paladin Advisory Group
Iowa
$1.28M -$1.42M -13,626 -53%
PPA
1336
Pacific Point Advisors
California
$1.28M +$62K +593 +5%
KLCM
1337
KG&L Capital Management
Louisiana
$1.27M +$144K +1,381 +13%
HCM
1338
Howland Capital Management
Massachusetts
$1.26M
LSWP
1339
Liberty Square Wealth Partners
Pennsylvania
$1.26M +$11K +105 +0.9%
IA
1340
Integrity Alliance
Iowa
$1.26M -$861K -8,232 -41%
TF
1341
Tudor Financial
Ohio
$1.26M +$10.4K +99 +0.8%
FPW
1342
Flagship Private Wealth
Massachusetts
$1.26M +$52.2K +499 +4%
AA
1343
Armis Advisers
Georgia
$1.26M +$1.02M +10,032 +436%
NCM
1344
Nelson Capital Management
California
$1.25M -$53.6K -513 -4%
GKIM
1345
GW&K Investment Management
Massachusetts
$1.25M +$189K +1,807 +18%
O3W
1346
Omni 360 Wealth
New Jersey
$1.25M -$25K -239 -2%
SXL
1347
Summit X LLC
Missouri
$1.25M +$10.9K +104 +0.9%
SI
1348
Saxon Interests
Texas
$1.24M +$20.5K +196 +2%
ARC
1349
Advisor Resource Council
Texas
$1.23M +$736K +7,040 +148%
EWA
1350
Exencial Wealth Advisors
Oklahoma
$1.23M +$67.9K +649 +6%