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 %
BC
1401
Brio Consultants
California
$1.11M -$755K -7,219 -41%
WKSWA
1402
White Knight Strategic Wealth Advisors
New Jersey
$1.1M -$2.27M -21,679 -67%
TTWM
1403
TCV Trust & Wealth Management
Virginia
$1.1M -$4.81K -46 -0.4%
TT
1404
TI-Trust
Illinois
$1.09M
RMP
1405
Richards, Merrill & Peterson
Washington
$1.09M +$165K +1,580 +18%
BTI
1406
Blue Trust Inc
Georgia
$1.09M -$19.3K -185 -2%
SIAS
1407
Summit Investment Advisory Services
Minnesota
$1.09M -$36.1K -345 -3%
Fisher Asset Management
1408
Fisher Asset Management
Washington
$1.09M +$292K +2,792 +37%
AIA
1409
AssuredPartners Investment Advisors
Florida
$1.08M +$33.4K +319 +3%
IFA
1410
Index Fund Advisors
California
$1.07M -$144K -1,373 -12%
OWP
1411
ORG Wealth Partners
Texas
$1.07M +$594K +5,665 +126%
BWA
1412
BlueChip Wealth Advisors
Georgia
$1.06M
SFG
1413
Sovereign Financial Group
Connecticut
$1.06M -$14K -134 -1%
MWM
1414
Maltin Wealth Management
New Jersey
$1.06M -$25.2K -241 -2%
JIR
1415
James Investment Research
Ohio
$1.06M -$8.05K -77 -0.8%
KDA
1416
Kraft Davis & Associates
Missouri
$1.06M -$384K -3,969 -27%
LSA
1417
Lansing Street Advisors
Pennsylvania
$1.05M -$186K -1,779 -15%
PPW
1418
Pasadena Private Wealth
California
$1.05M
MA
1419
MONECO Advisors
Connecticut
$1.04M -$1.67K -16 -0.2%
KFC
1420
Klingenstein Fields & Co
New York
$1.04M +$59.6K +570 +6%
VCM
1421
Virtue Capital Management
Tennessee
$1.04M +$1.04M +9,967 New
RWM
1422
Riverchase Wealth Management
Texas
$1.04M
HCP
1423
Hardin Capital Partners
South Carolina
$1.04M +$10.2K +98 +1%
CCWM
1424
Cassaday & Co Wealth Management
Virginia
$1.04M +$107K +1,026 +11%
PWMG
1425
Pinnacle Wealth Management Group
Michigan
$1.04M +$50.1K +479 +5%