IJR icon

iShares Core S&P Small-Cap ETF

2,508 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 989 increasing their positions, 1,055 reducing their positions, and 86 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:

0.74% more ownership

Funds ownership: 72.39%73.13% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 989 | Existing positions reduced: 1,055

Holders
2,508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
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
MDCM
2451
Morgan Dempsey Capital Management
Wisconsin
$19.3K
RCM
2452
Raleigh Capital Management
North Carolina
$19K
OAJ
2453
Ogorek Anthony Joseph
New York
$19K
NEWAS
2454
N.E.W. Advisory Services
Wisconsin
$18.6K
GPFA
2455
Game Plan Financial Advisors
Ohio
$18.3K
BCM
2456
Boreal Capital Management
Florida
$17.8K
KFO
2457
Kopp Family Office
Minnesota
$16.8K
PWS
2458
Peterson Wealth Services
Utah
$16.6K
VWWMG
2459
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K
BIM
2460
Breakwater Investment Management
Washington
$16.2K
TCM
2461
Tradewinds Capital Management
Washington
$15K
IW
2462
Imprint Wealth
South Carolina
$14.9K
FGAM
2463
Financial Gravity Asset Management
Texas
$14.1K
MSFP
2464
Mark Sheptoff Financial Planning
Connecticut
$13K
PP
2465
PFS Partners
New Jersey
$12.8K
CFP
2466
Comprehensive Financial Planning
Pennsylvania
$12.7K
APW
2467
Atlantic Private Wealth
North Carolina
$12.3K
CNBT
2468
Cornerstone National Bank & Trust
Illinois
$12.1K
BPAMU
2469
BTG Pactual Asset Management US
New York
$11.8K
FUBT
2470
First United Bank & Trust
Maryland
$11.3K
PAIM
2471
Punch & Associates Investment Management
Minnesota
$11.3K
CYG
2472
Clean Yield Group
Vermont
$10.3K
SAM
2473
Strive Asset Management
Ohio
$10.3K
AWM
2474
AllSquare Wealth Management
New York
$10.2K
RMC
2475
Resources Management Corp
Connecticut
$10K