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
KWA
1526
Kondo Wealth Advisors
California
$855K
CPA
1527
Cardiff Park Advisors
California
$855K
WCM
1528
Winthrop Capital Management
Indiana
$854K
TIAM2
1529
Tru Independence Asset Management 2
Oregon
$853K
AWM
1530
Angeles Wealth Management
California
$853K
RLWM
1531
RF&L Wealth Management
Massachusetts
$851K
RFP
1532
Root Financial Partners
California
$851K
PWM
1533
PTM Wealth Management
United States
$847K
ACM
1534
Advisors Capital Management
New Jersey
$842K
BLC
1535
Brown, Lisle/Cummings
Rhode Island
$841K
M
1536
MOTCO
Texas
$838K
BC
1537
Barrett & Company
Rhode Island
$834K
WPC
1538
Waters Parkerson & Co
Louisiana
$834K
WKSWA
1539
White Knight Strategic Wealth Advisors
New Jersey
$834K
SHFA
1540
SC&H Financial Advisors
Maryland
$833K
PIA
1541
Powell Investment Advisors
Florida
$831K
Fisher Asset Management
1542
Fisher Asset Management
Washington
$831K
DACG
1543
Donor Advised Charitable Giving
California
$829K
OFG
1544
Opulen Financial Group
Virginia
$829K
CPP
1545
Capasso Planning Partners
South Carolina
$827K
M
1546
MATAURO
New York
$824K
KW
1547
Keyvantage Wealth
Pennsylvania
$824K
SNB
1548
Security National Bank
Nebraska
$824K
AWA
1549
Acorn Wealth Advisors
Michigan
$820K
AT
1550
Arlington Trust
Alabama
$819K