IJR icon

iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HNW
2251
High Note Wealth
Minnesota
$186K
Group One Trading
2252
Group One Trading
Illinois
$186K +$186K +1,699 New
TPWA
2253
Twin Peaks Wealth Advisors
California
$184K +$184K +1,606 New
TWM
2254
Topsail Wealth Management
North Carolina
$183K +$219 +2 +0.1%
GWP
2255
Gen-Wealth Partners
Michigan
$180K -$30.2K -276 -14%
MWM
2256
MGB Wealth Management
Texas
$178K +$27.3K +250 +18%
BA
2257
Ballast Advisors
Minnesota
$175K -$15.3K -140 -8%
IBOK
2258
Independence Bank of Kentucky
Kentucky
$175K -$11.5K -105 -6%
Kayne Anderson Rudnick Investment Management
2259
Kayne Anderson Rudnick Investment Management
California
$173K -$73.9K -676 -30%
RTL
2260
Red Tortoise LLC
Georgia
$169K
JGIA
2261
Jackson Grant Investment Advisers
Connecticut
$168K
FAM
2262
Flaharty Asset Management
Florida
$167K -$42.2K -386 -20%
AP
2263
Atwood & Palmer
Missouri
$164K +$17.5K +160 +12%
CIA
2264
Cape Investment Advisory
Georgia
$161K -$583K -5,338 -78%
HT
2265
Headlands Technologies
Illinois
$160K +$137K +1,251 +582%
WWM
2266
Wagner Wealth Management
South Carolina
$157K
CFS
2267
CGC Financial Services
Oregon
$147K
LWMI
2268
Legacy Wealth Management (Idaho)
Idaho
$145K -$45.1K -413 -24%
LIS
2269
Legacy Investment Solutions
Idaho
$145K +$145K +1,323 New
LC
2270
Lavaca Capital
Texas
$144K +$54.6K +500 +61%
HB
2271
Horizon Bancorp
Indiana
$144K +$142K +1,300 +8,667%
Fuller & Thaler Asset Management
2272
Fuller & Thaler Asset Management
California
$141K +$139K +1,269 +7,465%
CCMI
2273
Creative Capital Management Investments
California
$139K -$43.7K -400 -24%
GIP
2274
Granite Investment Partners
California
$139K
RIA
2275
Realta Investment Advisors
Delaware
$137K -$84.8K -776 -38%