IJR icon

iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
BWP
2001
Baldwin Wealth Partners
Massachusetts
$326K
BL
2002
BFSG LLC
California
$326K
SIM
2003
Sterling Investment Management
Arizona
$325K
OPWM
2004
Oxinas Partners Wealth Management
Indiana
$325K
DP
2005
DDD Partners
Washington
$323K
PCG
2006
Prosperity Consulting Group
Maryland
$323K
WIC
2007
Woodmont Investment Counsel
Tennessee
$323K
PAMG
2008
Patton Albertson Miller Group
Tennessee
$323K
SEP
2009
Southland Equity Partners
Missouri
$322K
RAM
2010
Redmond Asset Management
Virginia
$321K
PP
2011
Patten & Patten
Tennessee
$320K
TW
2012
Towerpoint Wealth
California
$320K
NG
2013
Norden Group
Utah
$320K
T
2014
Tableaux
Massachusetts
$319K
RFA
2015
Rollins Financial Advisors
New York
$318K
SIM
2016
Synergy Investment Management
Florida
$318K
CCA
2017
Checchi Capital Advisers
California
$318K
JWS
2018
Juncture Wealth Strategies
Arizona
$317K
PA
2019
Parkside Advisors
California
$317K
PS
2020
Pinney & Scofield
Massachusetts
$317K
PWS
2021
Peloton Wealth Strategists
Indiana
$317K
LWA
2022
Lifelong Wealth Advisors
Minnesota
$316K
LSA
2023
Lion Street Advisors
Texas
$314K
ORC
2024
O'Rourke & Company
Massachusetts
$313K
AFAS
2025
Acorn Financial Advisory Services
Virginia
$312K