IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
1451
Sageworth Trust Company of South Dakota
South Dakota
$897K +$70.3K +643 +9%
SM
1452
Sweeney & Michel
California
$894K +$17K +151 +2%
TPW
1453
TL Private Wealth
Texas
$893K +$1.89K +17 +0.2%
SWP
1454
Strategic Wealth Partners
Ohio
$889K +$889K +8,132 New
BC
1455
Brio Consultants
California
$884K -$271K -2,479 -23%
OCM
1456
Objective Capital Management
Ohio
$884K -$75.5K -691 -8%
NCFG
1457
New Century Financial Group
New Jersey
$883K +$883K +8,077 New
AL
1458
ADE LLC
Maryland
$880K -$143K -1,311 -14%
MFT
1459
Moisand Fitzgerald Tamayo
Florida
$876K -$34.4K -315 -4%
NAS
1460
NWF Advisory Services
California
$876K -$20.3K -186 -2%
SCG
1461
Sonata Capital Group
Washington
$875K -$71.6K -655 -8%
VAG
1462
Vannoy Advisory Group
Texas
$871K +$437 +4 +0.1%
FG
1463
Foster Group
Iowa
$870K +$417K +3,820 +92%
TPA
1464
Trivium Point Advisory
Connecticut
$865K -$26.9K -246 -3%
Russell Investments Group
1465
Russell Investments Group
United Kingdom
$863K +$69K +631 +9%
1WA
1466
180 Wealth Advisors
Washington
$861K -$15.2K -139 -2%
HCM
1467
Hudson Capital Management
New Jersey
$861K -$8.42M -77,023 -91%
MGWM
1468
Marks Group Wealth Management
Minnesota
$859K -$59.9K -548 -7%
OFG
1469
Oxford Financial Group
Indiana
$859K -$303K -2,772 -26%
SGCA
1470
Steel Grove Capital Advisors
Tennessee
$858K +$53.6K +490 +7%
TCM
1471
Tufton Capital Management
Maryland
$857K +$5.24K +48 +0.6%
CPA
1472
Cardiff Park Advisors
California
$855K +$2.3K +21 +0.3%
OCM
1473
Orion Capital Management
California
$855K -$44.6K -408 -5%
CFD
1474
Creative Financial Designs
Indiana
$853K -$132K -1,205 -13%
FNBTCON
1475
First National Bank & Trust Co of Newtown
Pennsylvania
$852K +$209K +1,916 +33%
57 58
59
60 61