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
WAG
2076
Wallace Advisory Group
California
$287K
IWP
2077
IAG Wealth Partners
Wisconsin
$285K
SQA
2078
Simon Quick Advisors
New Jersey
$284K
SJGA
2079
Stephen J. Garry & Associates
New York
$284K
PWM
2080
Paulson Wealth Management
Illinois
$283K
HSG
2081
Helen Stephens Group
Texas
$282K
KCM
2082
Kendall Capital Management
Maryland
$282K
IC
2083
Iconiq Capital
California
$279K
Loomis, Sayles & Company
2084
Loomis, Sayles & Company
Massachusetts
$279K
PSP
2085
Pacific Sage Partners
Washington
$279K
RIM
2086
Rockbridge Investment Management
New York
$278K
PW
2087
Pandora Wealth
Illinois
$278K
VC
2088
Vestor Capital
Illinois
$278K
PIA
2089
Pollock Investment Advisors
Michigan
$278K
LFA
2090
Legacy Financial Advisors
Kentucky
$276K
BAMG
2091
Brand Asset Management Group
Missouri
$275K
CRI
2092
Colonial River Investments
Virginia
$275K
HPBT
2093
Hickory Point Bank & Trust
Illinois
$274K
CBTWT
2094
Community Bank & Trust (Waco, Texas)
Texas
$272K
GWSG
2095
GPS Wealth Strategies Group
Colorado
$272K
CL
2096
CIM LLC
New York
$272K
EGA
2097
E&G Advisors
Texas
$272K
SCA
2098
Stillwater Capital Advisors
Pennsylvania
$272K
TA
2099
TrueWealth Advisors
Alabama
$272K
TLFA
2100
True Link Financial Advisors
California
$270K