IJR icon

iShares Core S&P Small-Cap ETF

2,504 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 987 increasing their positions, 1,054 reducing their positions, and 86 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,4872,504 (+17)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,054

Holders
2,504
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
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
2001
Private Client Services
Kentucky
$344K
LWA
2002
Lifelong Wealth Advisors
Minnesota
$344K
PFM
2003
Potomac Fund Management
Florida
$344K
SWIG
2004
Strategic Wealth Investment Group
Kentucky
$339K
SAW
2005
Signal Advisors Wealth
Michigan
$339K
HCC
2006
Hirtle Callaghan & Co
Pennsylvania
$339K
EP
2007
EPIQ Partners
Minnesota
$339K
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$338K
WB
2009
Webster Bank
Connecticut
$338K
CWP
2010
Core Wealth Partners
California
$337K
WB
2011
West Bancorporation
Iowa
$337K
SEP
2012
Southland Equity Partners
Missouri
$337K
WIC
2013
Woodmont Investment Counsel
Tennessee
$337K
IIL
2014
Insight Inv LLC
California
$336K
SIM
2015
Sterling Investment Management
Arizona
$336K
FC
2016
Financial Consulate
Maryland
$336K
TRIA
2017
Trail Ridge Investment Advisors
Colorado
$335K
MAG
2018
M3 Advisory Group
Massachusetts
$335K
OPWM
2019
Oxinas Partners Wealth Management
Indiana
$334K
4A
2020
4Wealth Advisors
Illinois
$332K
SMH
2021
Sanders Morris Harris
Texas
$332K
CWM
2022
Copia Wealth Management
Oregon
$332K
EGA
2023
E&G Advisors
Texas
$331K
DWM
2024
Denver Wealth Management
Colorado
$331K
NCG
2025
Newport Capital Group
New Jersey
$330K