IJR icon

iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
AGWCA
2326
Annis Gardner Whiting Capital Advisors
Florida
$100K
WPA
2327
Wealth Preservation Advisors
Tennessee
$99.3K
MM
2328
Main Management
California
$99K
EPIME
2329
Evelyn Partners Investment Management (Europe)
$98.4K
PFG
2330
Premier Financial Group
California
$95.4K
POIA
2331
Pin Oak Investment Advisors
Texas
$95K
PP
2332
Pacifica Partners
Canada
$94.7K
HHGA
2333
Halbert Hargrove Global Advisors
California
$94.1K
CAWM
2334
Capital A Wealth Management
Pennsylvania
$91.7K
SHIM
2335
Stone House Investment Management
Pennsylvania
$91K
MBFW
2336
Morton Brown Family Wealth
Pennsylvania
$90.1K
RFA
2337
Reyes Financial Architecture
California
$90.1K
BFP
2338
Briaud Financial Planning
Texas
$90K
WTFG
2339
Wood Tarver Financial Group
Idaho
$87K
DPW
2340
DiNuzzo Private Wealth
Pennsylvania
$85.2K
JFG
2341
JDM Financial Group
Texas
$83.3K
T
2342
Transce3nd
Texas
$81.3K
BCV
2343
Banque Cantonale Vaudoise
Switzerland
$81K
GWM
2344
Gitterman Wealth Management
New Jersey
$78.7K
EWA
2345
Elevate Wealth Advisory
Georgia
$78.1K
LI
2346
LRI Investments
Florida
$77.7K
NRWA
2347
North Ridge Wealth Advisors
Oregon
$76.5K
GA
2348
GoalVest Advisory
New York
$76.4K
GWSA
2349
Global Wealth Strategies & Associates
Colorado
$75.4K
BTD
2350
BankPlus Trust Department
Mississippi
$74.1K