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
GSIAS
2026
Garden State Investment Advisory Services
New Jersey
$311K
WB
2027
Webster Bank
Connecticut
$310K
TC
2028
Trust Company
Kansas
$310K
SMH
2029
Sanders Morris Harris
Texas
$310K
IIL
2030
Insight Inv LLC
California
$309K
FDCP
2031
Foster Dykema Cabot & Partners
Massachusetts
$307K
SHGA
2032
Sand Hill Global Advisors
California
$307K
EP
2033
EPIQ Partners
Minnesota
$306K
FWI
2034
Facet Wealth Inc
Maryland
$306K
ACIM
2035
Azimuth Capital Investment Management
Michigan
$305K
HFO
2036
Heritage Family Offices
Arizona
$305K
AFA
2037
AA Financial Advisors
Ohio
$305K
AIC
2038
Allodium Investment Consultants
Minnesota
$305K
PCS
2039
Private Client Services
Kentucky
$304K
SFG
2040
SNS Financial Group
Minnesota
$303K
NCG
2041
Newport Capital Group
New Jersey
$303K
RIL
2042
Rothschild Investment LLC
Illinois
$303K
WRPWM
2043
Werba Rubin Papier Wealth Management
California
$303K
VPF
2044
Vantage Point Financial
Illinois
$302K
OWA
2045
Opal Wealth Advisors
New York
$302K
ML
2046
Mayport LLC
Massachusetts
$302K
LWP
2047
LMG Wealth Partners
Louisiana
$302K
CW
2048
Channel Wealth
California
$302K
WSWA
2049
Warren Street Wealth Advisors
California
$300K
GL
2050
Gerber LLC
Ohio
$299K