IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Congress Wealth Management
Massachusetts
$45.6M +$4.15M +39,579 +10%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$43.4M -$12.1M -116,084 -22%
HWA
153
HCR Wealth Advisors
California
$42.8M +$2.65M +25,376 +7%
RWM
154
RKL Wealth Management
Pennsylvania
$42.6M +$1.95M +18,652 +5%
NQWM
155
Northwest Quadrant Wealth Management
Oregon
$42.5M -$3.88M -37,112 -8%
ACGA
156
Atlanta Consulting Group Advisors
Georgia
$41.7M +$22.1M +211,771 +113%
UBV
157
United Bank (Virginia)
Virginia
$41.4M +$765K +7,315 +2%
CI
158
Conning Inc
Connecticut
$41.3M +$146K +1,394 +0.4%
AF
159
Arrow Financial
New York
$40.1M -$84K -803 -0.2%
R
160
Rebalance
California
$39.8M +$171K +1,638 +0.4%
ACM
161
Arcataur Capital Management
Wisconsin
$39.4M +$2.3M +21,987 +6%
AWS
162
Atria Wealth Solutions
New York
$39.4M -$5.06M -48,411 -11%
AWM
163
Abound Wealth Management
Tennessee
$39.1M +$2.44M +23,378 +7%
FLPIM
164
F.L. Putnam Investment Management
Massachusetts
$39.1M -$2.21M -21,175 -5%
CTA
165
Chesley Taft & Associates
Illinois
$38.8M -$592K -5,663 -2%
SWM
166
SilverOak Wealth Management
Minnesota
$38.6M +$2.1M +20,068 +6%
OCG
167
Opus Capital Group
Ohio
$38.1M +$193K +1,845 +0.5%
PS
168
Principal Securities
Iowa
$37.8M +$84.5K +733 +0.2%
GL
169
Graypoint LLC
New York
$37.5M +$272K +2,600 +0.7%
NYLIM
170
New York Life Investment Management
New York
$37.1M +$3.04M +29,034 +9%
FTWA
171
Fifth Third Wealth Advisors
Ohio
$37M +$5.19M +49,597 +16%
VA
172
Valmark Advisers
Ohio
$36.9M -$446K -4,264 -1%
AIA
173
Ally Invest Advisors
North Carolina
$36.7M +$936K +8,948 +3%
BP
174
Ballentine Partners
Massachusetts
$36.6M -$234K -2,242 -0.6%
AWM
175
Axxcess Wealth Management
California
$36.5M -$162K -1,553 -0.4%
5 6
7
8 9