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 %
OWA
1376
Opal Wealth Advisors
New York
$1.16M -$75.4K -721 -6%
AW
1377
Avion Wealth
Texas
$1.16M
LI
1378
LVZ Inc
Michigan
$1.16M -$34.5M -329,658 -97%
FCFC
1379
First Commonwealth Financial Corp
Pennsylvania
$1.15M +$101K +962 +10%
M
1380
MOTCO
Texas
$1.15M +$138K +1,316 +14%
ZIC
1381
ZWJ Investment Counsel
Georgia
$1.15M +$1.99K +19 +0.2%
QPWM
1382
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$78.4K -750 -6%
SPC
1383
Spirepoint Private Client
Florida
$1.15M -$21K -201 -2%
TWP
1384
Tyche Wealth Partners
Texas
$1.15M -$382K -3,655 -25%
CCA
1385
Clearwater Capital Advisors
Illinois
$1.14M -$175K -1,670 -13%
CWM
1386
Chemistry Wealth Management
New York
$1.14M
SQA
1387
Simon Quick Advisors
New Jersey
$1.14M -$11.7K -112 -1%
CCM
1388
Crew Capital Management
Ohio
$1.14M -$1.78K -17 -0.2%
HSWS
1389
Higgins & Schmidt Wealth Strategies
Colorado
$1.14M
GI
1390
GS Investments
Minnesota
$1.13M -$6.48K -62 -0.6%
IIC
1391
Integrated Investment Consultants
Michigan
$1.13M +$136K +1,301 +14%
NF
1392
NavPoint Financial
Minnesota
$1.13M +$52.9K +506 +5%
Acadian Asset Management
1393
Acadian Asset Management
Massachusetts
$1.13M +$504K +4,825 +80%
WC
1394
Waterloo Capital
Texas
$1.13M +$67.3K +644 +6%
IAS
1395
Insigneo Advisory Services
Florida
$1.13M -$71.6K -685 -6%
DQRIM
1396
Dale Q Rice Investment Management
Washington
$1.13M -$26.8K -256 -2%
KW
1397
KWB Wealth
California
$1.12M +$4.03K +35 +0.4%
OFG
1398
Oxford Financial Group
Indiana
$1.11M -$46K -440 -4%
IVP
1399
Intrinsic Value Partners
Arizona
$1.11M +$136K +1,296 +14%
GSEP
1400
Golden State Equity Partners
California
$1.11M -$63.8K -610 -5%