IJR icon

iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2326
Bernardo Wealth Planning
Pennsylvania
$232K
BWM
2327
BCGM Wealth Management
Indiana
$231K
VWA
2328
Valued Wealth Advisors
Utah
$231K
IP
2329
Investment Partners
Ohio
$230K
FC
2330
FCA Corp
Texas
$229K
CAM
2331
Carret Asset Management
New York
$229K
PP
2332
PDS Planning
Ohio
$229K
KFA
2333
Kapstone Financial Advisors
Ohio
$229K
IBOK
2334
Independence Bank of Kentucky
Kentucky
$229K
WLPWM
2335
Walled Lake Planning & Wealth Management
Illinois
$228K
DLCIG
2336
D.L. Carlson Investment Group
New Hampshire
$228K
MO
2337
McMillan Office
Michigan
$228K
WFA
2338
Wells Financial Advisors
Massachusetts
$228K
LCG
2339
Lakeshore Capital Group
Illinois
$227K
NIM
2340
Nicollet Investment Management
Minnesota
$227K
APWA
2341
Atlas Private Wealth Advisors
New Jersey
$226K
AWP
2342
Ascent Wealth Partners
New York
$226K
LF
2343
LifePlan Financial
Minnesota
$225K
HFS
2344
Hughes Financial Services
Virginia
$225K
LB
2345
Legacy Bridge
Iowa
$225K
SA
2346
SPWM Advisors
Michigan
$224K
NPAN
2347
Northeast Planning Associates NH
New Hampshire
$224K
KF
2348
Krilogy Financial
Missouri
$224K
LIA
2349
LS Investment Advisors
Michigan
$224K
4WM
2350
4J Wealth Management
Virginia
$224K