IJR icon

iShares Core S&P Small-Cap ETF

2,480 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 913 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5052,480 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SNB
1551
Security National Bank
Nebraska
$768K
BLC
1552
Brown, Lisle/Cummings
Rhode Island
$767K
WPC
1553
Waters Parkerson & Co
Louisiana
$767K
BC
1554
Barrett & Company
Rhode Island
$767K
TIM
1555
Thompson Investment Management
Wisconsin
$766K
CWS
1556
Confluence Wealth Services
Pennsylvania
$766K
EIA
1557
Edgemoor Investment Advisors
Maryland
$766K
CFA
1558
Camarda Financial Advisors
Florida
$764K
BW
1559
Balance Wealth
Ohio
$764K
KW
1560
Keyvantage Wealth
Pennsylvania
$763K
PIA
1561
Powell Investment Advisors
Florida
$762K
CPG
1562
Cornerstone Planning Group
New Jersey
$759K
MEAC
1563
M.E. Allison & Co
Texas
$759K
OFG
1564
Opulen Financial Group
Virginia
$757K
M
1565
MATAURO
New York
$757K
OFS
1566
Orrstown Financial Services
Pennsylvania
$756K
CWM
1567
Centricity Wealth Management
Ohio
$756K
MPW
1568
MASECO Private Wealth
$755K
BC
1569
Bowman & Company
Wisconsin
$754K
CFS
1570
Commonwealth Financial Services
West Virginia
$753K
TPW
1571
Talon Private Wealth
Florida
$752K
BO
1572
Bank OZK
Arkansas
$751K
IP
1573
Ignite Planners
California
$745K
RIG
1574
RiverFront Investment Group
Virginia
$741K
PCM
1575
Perritt Capital Management
Illinois
$735K