IJR icon

iShares Core S&P Small-Cap ETF

2,509 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, 990 increasing their positions, 1,055 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 funds holding

Funds holding:

0.74% more ownership

Funds ownership: 72.39%73.13% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 1,055

Holders
2,509
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
EFG
2151
Everhart Financial Group
Ohio
$259K
VAMG
2152
Voisard Asset Management Group
Michigan
$258K
CCA
2153
Cypress Capital Advisors
Tennessee
$258K
PBF
2154
Petix & Botte Financial
California
$257K
MWM
2155
MY Wealth Management
Maryland
$257K
PAM
2156
Pegasus Asset Management
New York
$256K
NWA
2157
Navis Wealth Advisors
New York
$256K
JIR
2158
James Investment Research
Ohio
$256K
HWMO
2159
Heritage Wealth Management (Ohio)
Ohio
$255K
NSAM
2160
North Star Asset Management
Wisconsin
$255K
GTAM
2161
Global Trust Asset Management
Florida
$255K
OFS
2162
OneAscent Financial Services
Alabama
$254K
MP
2163
Moment Partners
California
$253K
SA
2164
SRH Advisors
Kansas
$253K
FPWM
2165
FSB Premier Wealth Management
Iowa
$253K
CAM
2166
CPA Asset Management
Florida
$251K
IIA
2167
ICW Investment Advisors
Arizona
$250K
HFS
2168
Heritage Financial Services
Massachusetts
$249K
ACS
2169
Archford Capital Strategies
Illinois
$248K
FA
2170
FSA Advisors
Michigan
$247K
MFWP
2171
Mosaic Family Wealth Partners
Missouri
$247K
ANB
2172
Amarillo National Bank
Texas
$247K
SPWG
2173
Syntegra Private Wealth Group
Missouri
$246K
EA
2174
Eclectic Associates
California
$246K
CCG
2175
Coastwise Capital Group
California
$246K