We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,721 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,721 (+199)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,026

Holders
2,721
Holders Change
+199
Holders Change %
+7.89%
% of All Funds
33.09%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.79%
New
344
Increased
1,056
Reduced
1,026
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
1776
Jackson Hole Capital Partners
Oklahoma
$642K +$36.8K +308 +6%
WAL
1777
W Advisors LLC
Tennessee
$642K -$17.7K -148 -3%
AFP
1778
Arnold Financial Planning
Iowa
$638K +$635K +5,313 New
CWGL
1779
Cedrus Wealth Group LLC
Minnesota
$638K +$635K +5,307 New
PFW
1780
Petros Family Wealth
Minnesota
$637K +$634K +5,300 New
LWM
1781
Liberty Wealth Management
California
$635K -$12.3K -103 -2%
TWP
1782
Tyche Wealth Partners
Texas
$633K -$25K -209 -4%
FNA
1783
First National Advisers
Nebraska
$632K -$3.47K -29 -0.5%
MPW
1784
MASECO Private Wealth
$629K +$626K +5,231 New
CWP
1785
Cyndeo Wealth Partners
Florida
$628K +$128K +1,074 +26%
TWP
1786
Triad Wealth Partners
Kansas
$628K +$94.7K +792 +18%
MFGM
1787
Marshall Financial Group (Maryland)
Maryland
$628K -$90.9K -760 -13%
GJIA
1788
Glass Jacobson Investment Advisors
Maryland
$627K +$2.99K +25 +0.5%
FFA
1789
Fortune Financial Advisors
Kansas
$627K -$77K -644 -11%
HFS
1790
Haverford Financial Services
Pennsylvania
$626K
VPIM
1791
Vanguard Personalized Indexing Management
California
$626K +$27.7K +232 +5%
FWP
1792
Fiduciary Wealth Partners
Massachusetts
$623K
HP
1793
Holistic Planning
Texas
$622K +$51.9K +434 +9%
SWM
1794
Seaside Wealth Management
California
$620K
CA
1795
Carson Advisory
Georgia
$619K +$4.78K +40 +0.8%
3IP
1796
3Chopt Investment Partners
Virginia
$619K
FAG
1797
Fortitude Advisory Group
Washington
$618K +$218K +1,821 +55%
TP
1798
TritonPoint Partners
Maryland
$618K +$615K +5,139 New
BWL
1799
Bogart Wealth LLC
Virginia
$618K +$19.1K +160 +3%
SCA
1800
Strathmore Capital Advisors
North Carolina
$617K -$58.2K -487 -9%