IJR icon

iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
2326
Evensky & Katz
Florida
$110K
OSNBOA
2327
Old Second National Bank of Aurora
Illinois
$110K
JWM
2328
JPL Wealth Management
Colorado
$109K
POIA
2329
Pin Oak Investment Advisors
Texas
$108K
WPA
2330
Wealth Preservation Advisors
Tennessee
$108K
EPIME
2331
Evelyn Partners Investment Management (Europe)
$107K
MWPCG
2332
Measured Wealth Private Client Group
New Hampshire
$105K
PP
2333
Pacifica Partners
Canada
$103K
PFG
2334
Premier Financial Group
California
$103K
MSWA
2335
Marshall & Sterling Wealth Advisors
New York
$99.5K
SC
2336
Stephens Consulting
Michigan
$98.9K
RFA
2337
Reyes Financial Architecture
California
$97.9K
GFWA
2338
Grey Fox Wealth Advisors
Delaware
$97.7K
SHIM
2339
Stone House Investment Management
Pennsylvania
$97.5K
SFCL
2340
Strengthening Families & Communities LLC
Massachusetts
$96.9K
MCM
2341
Manchester Capital Management
Vermont
$95.1K
DPW
2342
DiNuzzo Private Wealth
Pennsylvania
$92.1K
JFG
2343
JDM Financial Group
Texas
$89.7K
AGWCA
2344
Annis Gardner Whiting Capital Advisors
Florida
$89.1K
BCV
2345
Banque Cantonale Vaudoise
Switzerland
$88K
MBFW
2346
Morton Brown Family Wealth
Pennsylvania
$87.8K
NRG
2347
Nemes Rush Group
Michigan
$85.3K
EWA
2348
Elevate Wealth Advisory
Georgia
$85K
LI
2349
LRI Investments
Florida
$84.6K
RFG
2350
REAP Financial Group
Texas
$83.8K