We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

2,718 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5212,718 (+197)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
Holders Change
+197
Holders Change %
+7.81%
% of All Funds
33.07%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.8%
New
343
Increased
1,056
Reduced
1,025
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
2426
Milestones Private Investment Advisors
New York
$220K
JSA
2427
Jim Saulnier & Associates
Colorado
$220K +$2.15K +18 +1%
FFC
2428
First Financial Corp
Indiana
$218K
IWA
2429
Inspirion Wealth Advisors
Illinois
$218K
PWP
2430
Prasad Wealth Partners
Ohio
$218K -$179K -1,498 -45%
SWM
2431
Steinberganna Wealth Management
New York
$217K -$3.23K -27 -1%
MFS
2432
Madrona Financial Services
Washington
$216K -$50.1K -419 -19%
PFA
2433
Perryman Financial Advisory
Texas
$216K +$215K +1,799 New
NB
2434
Northwest Bancshares
Pennsylvania
$216K +$215K +1,796 New
WWM
2435
Whalen Wealth Management
Nevada
$216K +$11.1K +93 +5%
Bank Julius Baer & Co
2436
Bank Julius Baer & Co
Switzerland
$215K -$1.74M -14,565 -89%
TVM
2437
True Vision MN
Minnesota
$215K +$214K +1,789 New
PCM
2438
Princeton Capital Management
New Jersey
$215K -$957 -8 -0.4%
FCM
2439
Fortis Capital Management
Washington
$214K +$213K +1,782 New
GG
2440
GenWealth Group
New Jersey
$214K +$718 +6 +0.4%
AC
2441
Avestar Capital
New York
$213K
RCI
2442
RS Crum Inc
California
$213K +$212K +1,770 New
TWM
2443
Tortuga Wealth Management
California
$213K +$211K +1,768 New
AR
2444
Apeiron RIA
Texas
$212K +$198K +1,655 New
SAW
2445
Signal Advisors Wealth
Michigan
$211K -$131K -1,096 -38%
WMA
2446
Wealth Management Associates
New Jersey
$211K -$4.07K -34 -2%
AIS
2447
AM Investment Strategies
Tennessee
$211K +$210K +1,755 New
LG
2448
Leuthold Group
Minnesota
$211K -$3.59K -30 -2%
MPW
2449
MGO Private Wealth
California
$210K -$1.08K -9 -0.5%
HP
2450
Hilltop Partners
Indiana
$209K -$2.99K -25 -1%