We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,719 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5212,719 (+198)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,719
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.08%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.8%
New
343
Increased
1,056
Reduced
1,025
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2151
Opal Wealth Advisors
New York
$332K
ML
2152
Mayport LLC
Massachusetts
$332K
NIWA
2153
New Insight Wealth Advisors
California
$332K +$62.1K +519 +23%
HCC
2154
Hirtle Callaghan & Co
Pennsylvania
$332K -$10.6K -89 -3%
VAM
2155
Virtue Asset Management
Illinois
$332K
VPF
2156
Vantage Point Financial
Illinois
$332K -$837 -7 -0.3%
CCA
2157
Clarity Capital Advisors
Florida
$331K -$28.9K -242 -8%
FM
2158
Family Management
New York
$331K
GL
2159
Gerber LLC
Ohio
$329K
BWP
2160
Baldwin Wealth Partners
Massachusetts
$329K -$23.3K -195 -7%
RCM
2161
RMR Capital Management
California
$328K -$65.1K -544 -17%
SRC
2162
Sage Rhino Capital
California
$327K -$63.1K -528 -16%
SGFG
2163
Silver Grove Financial Group
New York
$327K +$359 +3 +0.1%
IWS
2164
Integrity Wealth Solutions
Colorado
$326K +$14.8K +124 +5%
Loomis, Sayles & Company
2165
Loomis, Sayles & Company
Massachusetts
$326K +$293K +2,450 +939%
DBRC
2166
D.B. Root & Company
Pennsylvania
$325K -$55K -460 -15%
ECA
2167
Elevated Capital Advisors
Utah
$325K +$1.08K +9 +0.3%
SCM
2168
Stonehearth Capital Management
Massachusetts
$325K
SEM
2169
Strategic Equity Management
Arizona
$324K -$32.4K -271 -9%
GW
2170
Graetz Wealth
Michigan
$324K +$323K +2,697 New
RFW
2171
Rainier Family Wealth
Washington
$324K +$322K +2,696 New
BWA
2172
Blodgett Wealth Advisors
California
$324K +$4.19K +35 +1%
FA
2173
FF Advisors
California
$324K +$598 +5 +0.2%
DWM
2174
Dopkins Wealth Management
New York
$323K
HWA
2175
Heritage Wealth Architects
Minnesota
$323K +$301K +2,518 New