IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1951
Prasad Wealth Partners
Ohio
$348K +$1.2K +11 +0.3%
HT
1952
Heritage Trust
Oklahoma
$346K – – –
AWA
1953
Arbor Wealth Advisors
Michigan
$346K – – –
VWM
1954
Vermillion Wealth Management
Minnesota
$345K -$26.5K -242 -7%
LG
1955
Leuthold Group
Minnesota
$345K +$345K +3,160 New
NCM
1956
Northside Capital Management
Oregon
$345K – – –
CWM
1957
Castle Wealth Management
Florida
$345K +$109 +1 +0%
APA
1958
Astoria Portfolio Advisors
New York
$345K -$310K -2,763 -47%
FFG
1959
Foundry Financial Group
New Hampshire
$344K -$27.3K -250 -7%
CFO
1960
Collective Family Office
Pennsylvania
$344K – – –
VA
1961
Vident Advisory
Georgia
$343K -$328 -3 -0.1%
OWA
1962
Octavia Wealth Advisors
Ohio
$343K -$51.4K -470 -13%
HAP
1963
Harbor Asset Planning
Massachusetts
$342K +$342K +3,127 New
WWA
1964
Wingate Wealth Advisors
Massachusetts
$339K -$102K -934 -23%
HIS
1965
Horizon Investment Services
Indiana
$338K – – –
CWA
1966
Clarity Wealth Advisors
California
$338K +$3.28K +30 +1%
DS
1967
DRW Securities
Illinois
$336K +$336K +3,076 New
AGP
1968
Aspire Growth Partners
Florida
$335K +$1.2K +11 +0.4%
MCA
1969
Midwest Capital Advisors
Michigan
$334K -$521K -4,767 -61%
MPI
1970
Mairs & Power Inc
Minnesota
$334K +$121K +1,107 +57%
SCM
1971
Sollinda Capital Management
Florida
$333K +$333K +3,047 New
AFP
1972
Ausdal Financial Partners
Iowa
$331K -$60.4K -545 -15%
CNBT
1973
Canandaigua National Bank & Trust
New York
$329K +$1.53K +14 +0.5%
PWM
1974
Palumbo Wealth Management
New York
$329K +$13.9K +127 +4%
FEG
1975
Fund Evaluation Group
Ohio
$329K +$328 +3 +0.1%
77 78
79
80 81