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
AIP
1726
Almanack Investment Partners
Pennsylvania
$550K
First Trust Advisors
1727
First Trust Advisors
Illinois
$550K
AA
1728
Ashford Advisors
New York
$548K
LIM
1729
Loudon Investment Management
New Hampshire
$548K
MSFS
1730
Main Street Financial Solutions
Pennsylvania
$547K
GJIA
1731
Glass Jacobson Investment Advisors
Maryland
$547K
AC
1732
Allstate Corporation
Illinois
$546K
DKCM
1733
Davidson Kahn Capital Management
California
$546K
AWM
1734
Avondale Wealth Management
Texas
$544K
PCA
1735
Pallas Capital Advisors
Massachusetts
$544K
MSG
1736
Main Street Group
Virginia
$544K
LOPW
1737
Live Oak Private Wealth
North Carolina
$542K
HP
1738
Holistic Planning
Texas
$541K
SC
1739
Scotia Capital
Ontario, Canada
$534K
WFA
1740
WMG Financial Advisors
Tennessee
$532K
OAS
1741
Optivise Advisory Services
Tennessee
$532K
TCWM
1742
Total Clarity Wealth Management
Illinois
$531K
GS
1743
GWN Securities
Florida
$531K
ICM
1744
IMS Capital Management
Oregon
$531K
FP
1745
Financial Perspectives
Minnesota
$528K
BCM
1746
Bluefin Capital Management
New York
$528K
WHG
1747
Westwood Holdings Group
Texas
$527K
MW
1748
Maia Wealth
Colorado
$526K
PP
1749
Postrock Partners
Oregon
$525K
BWA
1750
Bordeaux Wealth Advisors
California
$522K