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
KWM
1701
KW Wealth Management
California
$606K
TFGT
1702
TS Financial Group (TSFG)
Illinois
$606K
GHAM
1703
Gilman Hill Asset Management
Connecticut
$603K
ST
1704
Somerset Trust
Pennsylvania
$601K
PCMF
1705
Private Capital Management (Florida)
Florida
$600K
CFO
1706
Collective Family Office
Pennsylvania
$599K
JHCP
1707
Jackson Hole Capital Partners
Oklahoma
$598K
WHG
1708
Westwood Holdings Group
Texas
$597K
KSWA
1709
Kathleen S. Wright Associates
Pennsylvania
$594K
AC
1710
Allstate Corporation
Illinois
$594K
DKCM
1711
Davidson Kahn Capital Management
California
$593K
SNWA
1712
Siligmueller & Norvid Wealth Advisors
Illinois
$593K
AWM
1713
Avondale Wealth Management
Texas
$592K
BWL
1714
Bogart Wealth LLC
Virginia
$592K
VPIM
1715
Vanguard Personalized Indexing Management
California
$592K
LOPW
1716
Live Oak Private Wealth
North Carolina
$584K
QFA
1717
Quattro Financial Advisors
Texas
$583K
KA
1718
Kovack Advisors
Florida
$582K
FPW
1719
Flywheel Private Wealth
California
$582K
GS
1720
GWN Securities
Florida
$579K
WFA
1721
WMG Financial Advisors
Tennessee
$579K
SIM
1722
Studio Investment Management
Illinois
$579K
PCA
1723
Pallas Capital Advisors
Massachusetts
$576K
FWM
1724
FMB Wealth Management
California
$576K
ULWM
1725
Upper Left Wealth Management
Florida
$576K