We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,721 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,721 (+199)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,026

Holders
2,721
Holders Change
+199
Holders Change %
+7.89%
% of All Funds
33.09%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.79%
New
344
Increased
1,056
Reduced
1,026
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
1501
First National Bank & Trust Co of Newtown
Pennsylvania
$1.09M +$86.1K +720 +9%
SCA
1502
Sandy Cove Advisors
Massachusetts
$1.09M -$254K -2,124 -19%
AFP
1503
Ausdal Financial Partners
Iowa
$1.09M +$316K +2,644 +41%
CFG
1504
Cosner Financial Group
Colorado
$1.09M -$9.69K -81 -0.9%
TCM
1505
TD Capital Management
Tennessee
$1.09M +$93.6K +783 +9%
FFG
1506
Fiduciary Financial Group
California
$1.09M +$26.1K +218 +2%
CCWM
1507
Cassaday & Co Wealth Management
Virginia
$1.08M +$48.8K +408 +5%
XPN
1508
XY Planning Network
Montana
$1.08M -$277K -2,314 -20%
TF
1509
Tompkins Financial
New York
$1.08M
SWM
1510
Sendero Wealth Management
Texas
$1.08M +$450K +3,763 +72%
NF
1511
NavPoint Financial
Minnesota
$1.07M +$2.27K +19 +0.2%
CS
1512
Cannell & Spears
New York
$1.07M
EC
1513
EdgeRock Capital
Colorado
$1.07M -$33K -276 -3%
TBT
1514
Texas Bank & Trust
Texas
$1.06M +$8.01K +67 +0.8%
TAM
1515
Townsend Asset Management
North Carolina
$1.06M +$1.44K +12 +0.1%
AWP
1516
Axis Wealth Partners
Rhode Island
$1.05M +$39.7K +332 +4%
PPG
1517
Peak Planning Group
Colorado
$1.05M +$434K +3,629 +71%
PAM
1518
PCG Asset Management
New Jersey
$1.05M -$19.7K -165 -2%
VFP
1519
Vilga Financial Planning
New Jersey
$1.05M +$1.04M +8,700 New
FWP
1520
Forefront Wealth Partners
Texas
$1.05M +$133K +1,111 +15%
AF
1521
Advisornet Financial
Minnesota
$1.04M +$98.1K +820 +10%
SM
1522
Sweeney & Michel
California
$1.04M -$7.18K -60 -0.8%
SGI
1523
Summit Global Investments
Utah
$1.04M +$671K +5,610 +185%
TIP
1524
Tandem Investment Partners
New Jersey
$1.04M -$17.9K -150 -2%
KFGG
1525
Keystone Financial Group (Georgia)
Georgia
$1.04M +$4.66K +39 +0.5%