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 145 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: 2,5032,480 (-23)

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
LG
1976
Leuthold Group
Minnesota
$345K
NCM
1977
Northside Capital Management
Oregon
$345K
CWM
1978
Castle Wealth Management
Florida
$345K
APA
1979
Astoria Portfolio Advisors
New York
$345K
FFG
1980
Foundry Financial Group
New Hampshire
$344K
CFO
1981
Collective Family Office
Pennsylvania
$344K
VA
1982
Vident Advisory
Georgia
$343K
OWA
1983
Octavia Wealth Advisors
Ohio
$343K
HAP
1984
Harbor Asset Planning
Massachusetts
$342K
WWA
1985
Wingate Wealth Advisors
Massachusetts
$339K
HIS
1986
Horizon Investment Services
Indiana
$338K
CWA
1987
Clarity Wealth Advisors
California
$338K
DS
1988
DRW Securities
Illinois
$336K
AGP
1989
Aspire Growth Partners
Florida
$335K
MCA
1990
Midwest Capital Advisors
Michigan
$334K
MPI
1991
Mairs & Power Inc
Minnesota
$334K
SCM
1992
Sollinda Capital Management
Florida
$333K
AFP
1993
Ausdal Financial Partners
Iowa
$331K
CNBT
1994
Canandaigua National Bank & Trust
New York
$329K
PWM
1995
Palumbo Wealth Management
New York
$329K
FEG
1996
Fund Evaluation Group
Ohio
$329K
EHC
1997
Everett Harris & Co
California
$328K
CCA
1998
Clarity Capital Advisors
Florida
$326K
DWM
1999
Diversify Wealth Management
Utah
$326K
BWP
2000
Baldwin Wealth Partners
Massachusetts
$326K