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 %
BFA
1476
Beacon Financial Advisory
Ohio
$850K +$24.9K +228 +3%
WCWM
1477
Wooster Corthell Wealth Management
Connecticut
$849K -$12.8K -117 -1%
BWFA
1478
Baltimore-Washington Financial Advisors
Maryland
$847K -$9.01M -82,453 -91%
FFA
1479
Fortune Financial Advisors
Kansas
$847K -$12.9K -118 -2%
BW
1480
BIP Wealth
Georgia
$846K +$7.65K +70 +0.9%
A
1481
Argentarii
Ohio
$845K -$166K -1,520 -16%
MWS
1482
MFA Wealth Services
California
$844K -$56.5K -517 -6%
HWM
1483
Hohimer Wealth Management
Washington
$844K – – –
CCM
1484
Crew Capital Management
Ohio
$843K -$345K -3,157 -29%
FB
1485
First Bancorp
Maine
$838K +$5.79K +53 +0.7%
PFT
1486
Providence First Trust
Arizona
$835K +$835K +7,641 New
STB
1487
S&T Bank
Pennsylvania
$835K – – –
KSB
1488
Kennebec Savings Bank
Maine
$834K – – –
CGFA
1489
Colton Groome Financial Advisors
North Carolina
$834K -$116K -1,057 -12%
BCM
1490
Brookmont Capital Management
Texas
$834K +$3.06K +28 +0.4%
FCFC
1491
First Commonwealth Financial Corp
Pennsylvania
$832K -$372K -3,407 -31%
IJWM
1492
Inman Jager Wealth Management
Mississippi
$832K +$15.1K +138 +2%
S
1493
SignatureFD
Georgia
$832K -$124K -1,133 -13%
IA
1494
Insight Advisors
Pennsylvania
$831K +$58.7K +537 +8%
VIA
1495
Victrix Investment Advisors
Florida
$830K +$1.09K +10 +0.1%
CL
1496
COWA LLC
Oklahoma
$829K -$1.36M -12,414 -62%
LFG
1497
Larson Financial Group
Missouri
$827K -$201K -1,839 -20%
ITIM
1498
Indiana Trust & Investment Management
Indiana
$826K -$47.2K -432 -5%
FPGT
1499
Financial Partners Group (Tennessee)
Tennessee
$825K +$14K +128 +2%
FWIA
1500
Fort Washington Investment Advisors
Ohio
$820K -$56.3K -515 -6%
58 59
60
61 62