As of the latest SEC filings, ISHARES CORE S&P SMALL-CAP ETF (IJR) is held by 67 institutional funds. The largest fund shareholder is Catalyst/Millburn Hedge Strategy Fund (MBXAX), holding an estimated $305,578,344.76 in market value, representing 3.22% of its portfolio.
Funds holding ISHARES CORE S&P SMALL-CAP ETF (IJR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IJR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 3.22% | $305,578,344.76 | 2,458,196 | Mar 31, 2026 | Jun 1, 2026 |
|
GPSTX
GuidePath Growth Allocation Fund
|
MF | Independent / Boutique | 7.32% | $106,051,595.82 | 853,122 | Mar 31, 2026 | May 29, 2026 |
|
USCRX
Victory Cornerstone Moderately Aggressive Fund
|
MF | Independent / Boutique | 2.17% | $65,093,576.60 | 501,878 | Feb 28, 2026 | Apr 24, 2026 |
|
-
NVIT Investor Destinations Moderately Aggressive Fund
|
ETF | Independent / Boutique | 6.42% | $64,590,854.45 | 519,595 | Mar 31, 2026 | May 18, 2026 |
|
-
SSGA Growth and Income ETF Portfolio
|
ETF | Independent / Boutique | 3.61% | $58,044,192.61 | 466,931 | Mar 31, 2026 | May 28, 2026 |
|
QAI
NYLI Hedge Multi-Strategy Tracker ETF
|
ETF | Independent / Boutique | 5.65% | $54,744,989.70 | 399,307 | Apr 30, 2026 | Jun 23, 2026 |
|
-
SSGA Growth ETF Portfolio
|
ETF | Independent / Boutique | 5.57% | $40,834,840.52 | 328,492 | Mar 31, 2026 | May 28, 2026 |
|
GMIAX
Nationwide Investor Destinations Moderately Aggressive Fund
|
MF | Independent / Boutique | 4.34% | $40,046,087.40 | 292,094 | Apr 30, 2026 | Jun 23, 2026 |
|
-
NVIT Investor Destinations Aggressive Fund
|
ETF | Independent / Boutique | 9.30% | $39,848,067.74 | 320,554 | Mar 31, 2026 | May 18, 2026 |
|
-
NVIT Investor Destinations Capital Appreciation Fund
|
ETF | Independent / Boutique | 2.88% | $39,797,846.50 | 320,150 | Mar 31, 2026 | May 18, 2026 |
|
USBSX
Victory Cornerstone Moderate Fund
|
MF | Independent / Boutique | 3.12% | $38,664,996.70 | 298,111 | Feb 28, 2026 | Apr 24, 2026 |
|
AOA
iShares Core 80/20 Aggressive Allocation ETF
|
ETF | BlackRock / iShares | 1.26% | $38,453,259.60 | 280,476 | Apr 30, 2026 | Jun 25, 2026 |
|
GAFRX
Nationwide Investor Destinations Aggressive Fund
|
MF | Independent / Boutique | 5.36% | $36,806,962.80 | 268,468 | Apr 30, 2026 | Jun 23, 2026 |
|
-
NVIT Investor Destinations Moderate Fund
|
ETF | Independent / Boutique | 2.04% | $33,715,606.82 | 271,222 | Mar 31, 2026 | May 18, 2026 |
|
AOR
iShares Core 60/40 Balanced Allocation ETF
|
ETF | BlackRock / iShares | 0.96% | $33,531,780.90 | 244,579 | Apr 30, 2026 | Jun 25, 2026 |
|
-
PSF Small-Cap Stock Index Portfolio
|
ETF | PGIM / Prudential | 2.22% | $29,958,710.00 | 241,000 | Mar 31, 2026 | May 27, 2026 |
|
GMDRX
Nationwide Investor Destinations Moderate Fund
|
MF | Independent / Boutique | 4.06% | $26,059,145.40 | 190,074 | Apr 30, 2026 | Jun 23, 2026 |
|
OVS
Overlay Shares Small Cap Equity ETF
|
ETF | Independent / Boutique | 99.86% | $19,067,456.40 | 147,012 | Feb 28, 2026 | Apr 22, 2026 |
|
-
NVIT Investor Destinations Balanced Fund
|
ETF | Independent / Boutique | 1.85% | $18,436,291.79 | 148,309 | Mar 31, 2026 | May 18, 2026 |
|
-
NVIT Investor Destinations Managed Growth Fund
|
ETF | Independent / Boutique | 2.13% | $18,325,158.65 | 147,415 | Mar 31, 2026 | May 18, 2026 |
|
NMSAX
Columbia Small Cap Index Fund
|
MF | Columbia Threadneedle | 0.67% | $17,189,530.10 | 132,533 | Feb 28, 2026 | Apr 27, 2026 |
|
GPTCX
GuidePath Conservative Allocation Fund
|
MF | Independent / Boutique | 2.74% | $16,133,697.66 | 129,786 | Mar 31, 2026 | May 29, 2026 |
|
AAAA
Amplius Aggressive Asset Allocation ETF
|
ETF | Independent / Boutique | 5.48% | $14,650,506.00 | 106,860 | Apr 30, 2026 | Jun 29, 2026 |
|
FGSM
Frontier Asset Global Small Cap Equity ETF
|
ETF | Independent / Boutique | 21.88% | $12,975,144.00 | 94,640 | Apr 30, 2026 | Jun 26, 2026 |
|
-
JNL Small Cap Index Fund
|
ETF | Independent / Boutique | 0.50% | $11,885,900.65 | 95,615 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)