IJR icon

iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MW
1801
Maia Wealth
Colorado
$495K -$24.1K -250 -5%
SAW
1802
Signal Advisors Wealth
Michigan
$495K -$34.3K -328 -6%
AA
1803
Argent Advisors
Louisiana
$494K -$6.17K -59 -1%
ULWM
1804
Upper Left Wealth Management
Florida
$492K +$169K +1,615 +52%
COCM
1805
Charter Oak Capital Management
New Hampshire
$492K +$3.14K +30 +0.6%
DWM
1806
DKM Wealth Management
California
$490K -$16.1K -154 -3%
BB
1807
Berkshire Bank
Massachusetts
$489K -$2.61K -25 -0.5%
PCA
1808
Peddock Capital Advisors
Massachusetts
$488K +$58.4K +558 +14%
RA
1809
Ruggaard & Associates
Ohio
$488K -$941 -9 -0.2%
SC
1810
Sierra Capital
Florida
$486K
QFA
1811
Quattro Financial Advisors
Texas
$486K -$10.9M -104,286 -96%
RPCA
1812
Running Point Capital Advisors
California
$485K -$5.75K -55 -1%
PI
1813
Parkside Investments
Illinois
$485K -$43.6K -417 -8%
WWC
1814
Waypoint Wealth Counsel
Georgia
$483K +$483K +4,621 New
AWM
1815
Aries Wealth Management
Maine
$481K +$226K +2,157 +88%
LFG
1816
Lazard Frères Gestion
France
$481K
BPC
1817
Banque Pictet & Cie
Switzerland
$481K
WPP
1818
Whalerock Point Partners
Rhode Island
$481K +$15.3K +146 +3%
GHA
1819
GW Henssler & Associates
Georgia
$480K -$32.4K -310 -6%
CHAM
1820
Clear Harbor Asset Management
Connecticut
$479K +$134K +1,280 +39%
CAM
1821
Clark Asset Management
New Hampshire
$479K +$225K +2,154 +89%
FC
1822
Financial Council
Maryland
$478K
PFG
1823
Pinnacle Financial Group
Illinois
$476K +$523 +5 +0.1%
CI
1824
CacheTech Inc
Utah
$475K +$40.4K +386 +9%
AWM
1825
Adams Wealth Management
Utah
$475K +$40.4K +386 +9%