IJR icon

iShares Core S&P Small-Cap ETF

2,492 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1976
BFSG LLC
California
$354K
NG
1977
Norden Group
Utah
$354K
SEM
1978
Strategic Equity Management
Arizona
$353K
LWM
1979
Level Wealth Management
North Carolina
$351K
WPW
1980
Watershed Private Wealth
Illinois
$350K
WG
1981
Welch Group
Alabama
$349K
SWA
1982
Strata Wealth Advisors
Texas
$349K
DWM
1983
Darwin Wealth Management
Florida
$349K
BWP
1984
Baldwin Wealth Partners
Massachusetts
$349K
PAMG
1985
Patton Albertson Miller Group
Tennessee
$348K
FDCP
1986
Foster Dykema Cabot & Partners
Massachusetts
$346K
SIM
1987
Synergy Investment Management
Florida
$346K
FWI
1988
Facet Wealth Inc
Maryland
$346K
RAM
1989
Redmond Asset Management
Virginia
$346K
CCA
1990
Checchi Capital Advisers
California
$345K
PS
1991
Pinney & Scofield
Massachusetts
$345K
LWP
1992
LMG Wealth Partners
Louisiana
$345K
VWM
1993
Vermillion Wealth Management
Minnesota
$344K
PCS
1994
Private Client Services
Kentucky
$344K
LWA
1995
Lifelong Wealth Advisors
Minnesota
$344K
PFM
1996
Potomac Fund Management
Florida
$344K
SWIG
1997
Strategic Wealth Investment Group
Kentucky
$339K
SAW
1998
Signal Advisors Wealth
Michigan
$339K
HCC
1999
Hirtle Callaghan & Co
Pennsylvania
$339K
EP
2000
EPIQ Partners
Minnesota
$339K