IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,455 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 141 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,455
Holders Change
-40
Holders Change %
-1.6%
% 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
141
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 %
MFWP
2176
Mosaic Family Wealth Partners
Missouri
$226K -$41.3K -378 -15%
TMWM
2177
Taylor & Morgan Wealth Management
Michigan
$225K +$225K +2,060 New
PP
2178
PDS Planning
Ohio
$225K -$1.86K -17 -0.8%
FP
2179
Fiduciary Planning
Florida
$224K – – –
LAM
2180
L2 Asset Management
Massachusetts
$224K +$224K +2,051 New
LWA
2181
Lantern Wealth Advisors
New York
$224K +$224K +2,045 New
PTP
2182
Platform Technology Partners
New York
$223K +$223K +2,042 New
TF
2183
Tenon Financial
New Jersey
$223K – – –
LA
2184
Legacy Advisors
Pennsylvania
$222K -$1.75M -191,454 -89%
NA
2185
Novus Advisors
South Carolina
$222K -$51.5K -471 -19%
RIP
2186
Reliant Investment Partners
North Carolina
$222K – – –
RDWM
2187
Red Door Wealth Management
Tennessee
$222K +$6.56K +60 +3%
FTUS
2188
Flow Traders U.S.
New York
$221K +$221K +2,022 New
HFS
2189
Hughes Financial Services
Virginia
$219K -$825K -7,446 -79%
VCM
2190
Versant Capital Management
Arizona
$218K +$39.6K +362 +22%
HWM
2191
Hemington Wealth Management
Virginia
$218K +$218 +2 +0.1%
SF
2192
Slagle Financial
Illinois
$217K +$217K +1,982 New
QP
2193
Quartz Partners
New York
$217K -$73.1K -669 -25%
MCA
2194
Maryland Capital Advisors
Maryland
$216K – – –
CSB
2195
City State Bank
Iowa
$216K -$39.9K -365 -16%
FMTCOCP
2196
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$216K – – –
HWMO
2197
Heritage Wealth Management (Ohio)
Ohio
$215K -$1.31K -12 -0.6%
SP
2198
Stablepoint Partners
Massachusetts
$215K +$1.42K +13 +0.7%
CWS
2199
Cypress Wealth Services
California
$215K -$160K -1,466 -43%
ZIG
2200
Zullo Investment Group
Pennsylvania
$215K -$8.2K -75 -4%
86 87
88
89 90