IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
2076
TrueWealth Advisors
Alabama
$272K +$11.8K +108 +5%
TLFA
2077
True Link Financial Advisors
California
$270K -$356K -3,260 -57%
DHC
2078
Drum Hill Capital
Connecticut
$269K – – –
DLCIG
2079
D.L. Carlson Investment Group
New Hampshire
$268K -$19.9K -182 -7%
AWM
2080
Aries Wealth Management
Maine
$267K -$236K -2,157 -47%
OFS
2081
OneAscent Financial Services
Alabama
$267K +$267K +2,438 New
PAWA
2082
Palo Alto Wealth Advisors
California
$266K +$109 +1 +0%
WCG
2083
Weaver Consulting Group
California
$266K -$24.5K -224 -8%
CC
2084
Chicago Capital
Illinois
$265K +$265K +2,424 New
BWM
2085
BCGM Wealth Management
Indiana
$264K +$983 +9 +0.4%
AAM
2086
Augustine Asset Management
Florida
$263K +$14.4K +132 +6%
BWM
2087
BCS Wealth Management
Tennessee
$263K +$36.6K +335 +16%
RA
2088
Rockingstone Advisors
Massachusetts
$263K – – –
CWM
2089
Copia Wealth Management
Oregon
$263K – – –
IAG
2090
Investmark Advisory Group
Connecticut
$262K +$875 +8 +0.3%
CK
2091
Cohen Klingenstein
New York
$262K – – –
DI
2092
DDFG Inc
California
$262K +$656 +6 +0.3%
WC
2093
Weil Company
California
$262K -$1.26M -11,531 -83%
SWM
2094
Sterling Wealth Management
Illinois
$262K +$262K +2,396 New
SLG
2095
Stanley-Laman Group
Pennsylvania
$261K +$23.6K +216 +10%
GC
2096
GFG Capital
Florida
$261K -$10.1K -92 -4%
DCM
2097
Davidson Capital Management
Texas
$261K -$5.14M -46,994 -95%
BZWA
2098
Blue Zone Wealth Advisors
California
$259K +$7.54K +69 +3%
SCM
2099
Seascape Capital Management
New Hampshire
$259K – – –
FC
2100
Forte Capital
New York
$259K -$133K -1,216 -34%
82 83
84
85 86