IJR icon

iShares Core S&P Small-Cap ETF

2,492 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 983 increasing their positions, 1,050 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% more ownership

Funds ownership: 72.39%72.6% (+0.21%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,050

Holders
2,492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1501
Insight Advisors
Pennsylvania
$903K
FWP
1502
Forefront Wealth Partners
Texas
$902K
STB
1503
S&T Bank
Pennsylvania
$898K
ITIM
1504
Indiana Trust & Investment Management
Indiana
$892K
TPW
1505
Transatlantique Private Wealth
New York
$891K
GWM
1506
Greenhouse Wealth Management
Connecticut
$889K
CWM
1507
Centurion Wealth Management
Virginia
$886K
LFG
1508
Larson Financial Group
Missouri
$881K
CFD
1509
Creative Financial Designs
Indiana
$879K
VPP
1510
Vertex Planning Partners
Illinois
$879K
BTW
1511
Boston Trust Walden
Massachusetts
$878K
SC
1512
SummitTX Capital
Texas
$877K
MEAC
1513
M.E. Allison & Co
Texas
$877K
GAM
1514
Gemmer Asset Management
California
$877K
HCM
1515
Hudson Capital Management
New Jersey
$876K
BW
1516
Balance Wealth
Ohio
$873K
BC
1517
Bowman & Company
Wisconsin
$869K
CA
1518
Claro Advisors
Massachusetts
$869K
SQA
1519
Simon Quick Advisors
New Jersey
$866K
SM
1520
Sensible Money
Arizona
$866K
LCM
1521
LVM Capital Management
Michigan
$864K
HNWA
1522
Henrickson Nauta Wealth Advisors
Michigan
$863K
ACA
1523
American Capital Advisory
Idaho
$863K
SGCA
1524
Steel Grove Capital Advisors
Tennessee
$858K
CA
1525
Calton & Associates
Florida
$855K