IJR icon

iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
1551
Talon Private Wealth
Florida
$752K -$17.8K -163 -2%
BO
1552
Bank OZK
Arkansas
$751K -$163K -1,488 -18%
IP
1553
Ignite Planners
California
$745K -$112K -1,001 -13%
RIG
1554
RiverFront Investment Group
Virginia
$741K -$63.4M -579,912 -99%
PCM
1555
Perritt Capital Management
Illinois
$735K +$2.73K +25 +0.4%
PFG
1556
PAX Financial Group
Texas
$734K +$1.42K +13 +0.2%
LCM
1557
LVM Capital Management
Michigan
$734K -$3.93K -36 -0.5%
IFWM
1558
Institute for Wealth Management
Colorado
$732K +$428K +3,920 +141%
AWM
1559
Angeles Wealth Management
California
$730K +$567K +5,189 +347%
MI
1560
Moneywise Inc
Virginia
$729K +$2.19K +20 +0.3%
SFG
1561
Sather Financial Group
Texas
$729K
BWA
1562
Bestgate Wealth Advisors
Maryland
$727K
HWM
1563
Horizons Wealth Management
North Carolina
$726K -$98.5K -901 -12%
CNBOF
1564
City National Bank of Florida
Florida
$726K -$5.14K -47 -0.7%
RWP
1565
Ridgeline Wealth Planning
Ohio
$725K +$133K +1,221 +23%
GAM
1566
Gemmer Asset Management
California
$724K +$72.7K +665 +11%
MFGM
1567
Marshall Financial Group (Maryland)
Maryland
$720K -$56.9K -512 -7%
OWA
1568
Outlook Wealth Advisors
Texas
$720K -$2.08K -19 -0.3%
Fisher Asset Management
1569
Fisher Asset Management
Washington
$720K -$415K -3,798 -37%
WIA
1570
Wetzel Investment Advisors
Indiana
$719K -$4.16M -38,051 -85%
EB
1571
Emprise Bank
Kansas
$719K
SAS
1572
Stelac Advisory Services
New York
$717K
PTB
1573
Pioneer Trust Bank
Oregon
$717K -$4.37K -40 -0.6%
HA
1574
Helium Advisors
Washington
$717K -$28.1K -257 -4%
EFN
1575
Equita Financial Network
Pennsylvania
$716K -$39.8K -364 -5%