IJR icon

iShares Core S&P Small-Cap ETF

2,473 hedge funds and large institutions have $62B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 977 increasing their positions, 1,040 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: $ → $

less ownership

Funds ownership:

0% less funds holding

Funds holding: 2,4782,473 (-5)

6% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,040

2% less funds holding in top 10

Funds holding in top 10: 298293 (-5)

Holders
2,473
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$39.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
2426
Peterson Wealth Services
Utah
$16.6K
VWWMG
2427
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K
BIM
2428
Breakwater Investment Management
Washington
$16.2K
TCM
2429
Tradewinds Capital Management
Washington
$15K
IW
2430
Imprint Wealth
South Carolina
$14.9K
FGAM
2431
Financial Gravity Asset Management
Texas
$14.1K
MSFP
2432
Mark Sheptoff Financial Planning
Connecticut
$13K
PP
2433
PFS Partners
New Jersey
$12.8K
CFP
2434
Comprehensive Financial Planning
Pennsylvania
$12.7K
APW
2435
Atlantic Private Wealth
North Carolina
$12.3K
BPAMU
2436
BTG Pactual Asset Management US
New York
$11.8K
FUBT
2437
First United Bank & Trust
Maryland
$11.3K
PAIM
2438
Punch & Associates Investment Management
Minnesota
$11.3K
CYG
2439
Clean Yield Group
Vermont
$10.3K
SAM
2440
Strive Asset Management
Ohio
$10.3K
RMC
2441
Resources Management Corp
Connecticut
$10K
CSC
2442
Caldwell Sutter Capital
California
$9.39K
1IA
2443
1620 Investment Advisors
Massachusetts
$9.27K
TPBG
2444
Turning Point Benefit Group
Maryland
$8.94K
CSPIA
2445
Cary Street Partners Investment Advisory
Virginia
$8.08K
PIP
2446
Peachtree Investment Partners
Florida
$7.96K
GCM
2447
Gables Capital Management
Florida
$7.13K
CCM
2448
Cloud Capital Management
Washington
$7K
EWM
2449
Evolution Wealth Management
Florida
$6.42K
MSWM
2450
Mowery & Schoenfeld Wealth Management
Illinois
$6.25K