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 %
HBW
2326
Hazlett, Burt & Watson
West Virginia
$70K -$1.54K -14 -2%
MJRIC
2327
Mogy Joel R Investment Counsel
California
$69.7K
BDPWM
2328
Barnes Dennig Private Wealth Management
Ohio
$69.7K +$69.7K +638 New
FWA
2329
Flagship Wealth Advisors
Massachusetts
$69.4K
CFG
2330
Chapman Financial Group
Hawaii
$68.6K +$68.6K +628 New
AEPWM
2331
Atlantic Edge Private Wealth Management
Florida
$67.3K -$220K -2,011 -77%
RFG
2332
REAP Financial Group
Texas
$66.1K +$5.03K +46 +8%
WAG
2333
Windsor Advisory Group
Ohio
$64.4K +$17.9K +164 +39%
FWM
2334
FSA Wealth Management
Massachusetts
$62.3K
HWP
2335
Highline Wealth Partners
California
$59.7K +$57.5K +527 +2,635%
BMC
2336
Bear Mountain Capital
Washington
$59.6K
WBC
2337
West Branch Capital
Massachusetts
$59K -$16.4K -150 -22%
NFSG
2338
Newbridge Financial Services Group
Florida
$57.6K -$21.4K -196 -27%
MAS
2339
MPWM Advisory Solutions
Georgia
$55.8K +$7.76K +71 +16%
W
2340
WealthCollab
Washington
$54.9K
MWA
2341
Moser Wealth Advisors
Washington
$54.6K -$59.6K -545 -52%
FC
2342
Fairscale Capital
New Hampshire
$54.6K
WAS
2343
Winch Advisory Services
Wisconsin
$54.3K
CICI
2344
Capital Investment Counsel Inc
North Carolina
$54.2K
CFS
2345
Compass Financial Services
Iowa
$52.5K +$109 +1 +0.2%
VWA
2346
VSM Wealth Advisory
Maryland
$51.8K -$3.61K -33 -7%
PSFG
2347
Park Square Financial Group
Georgia
$50.9K -$21.1K -193 -29%
QWM
2348
Quaker Wealth Management
New Jersey
$49.4K +$49.4K +452 New
EA
2349
Evolution Advisers
Virginia
$48K
HIW
2350
Holos Integrated Wealth
Pennsylvania
$46.6K -$18.6K -168 -29%