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
FAM
1676
Formidable Asset Management
Ohio
$613K
Deutsche Bank
1677
Deutsche Bank
Germany
$610K
CB
1678
CNB Bank
Pennsylvania
$608K
AWM
1679
Aprio Wealth Management
Georgia
$608K
EB
1680
Exchange Bank
California
$607K
DWM
1681
Daner Wealth Management
Georgia
$607K
WAL
1682
W Advisors LLC
Tennessee
$606K
TFGT
1683
TS Financial Group (TSFG)
Illinois
$606K
JCM
1684
Janney Capital Management
Pennsylvania
$605K
RFP
1685
Root Financial Partners
California
$602K
FNA
1686
First National Advisers
Nebraska
$602K
EWM
1687
EPG Wealth Management
Georgia
$601K
FM
1688
Family Management
New York
$597K
SCA
1689
Strathmore Capital Advisors
North Carolina
$595K
SIM
1690
Studio Investment Management
Illinois
$595K
2WWM
1691
21 West Wealth Management
California
$594K
SAM
1692
SP Asset Management
California
$592K
KA
1693
Kovack Advisors
Florida
$591K
NAG
1694
Northstar Advisory Group
New Jersey
$590K
MA
1695
Modus Advisors
Minnesota
$589K
S
1696
Sunpointe
Missouri
$589K
LWM
1697
Liberty Wealth Management
California
$587K
TWG
1698
The Wealth Group
Minnesota
$585K
AIM
1699
Alhambra Investment Management
Florida
$583K
AF
1700
Apollon Financial
South Carolina
$582K