iShares Core S&P Small-Cap ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
376% more first-time investments, than exits
New positions opened: 333 | Existing positions closed: 70
235% more call options, than puts
Call options by funds: $101M | Put options by funds: $30.1M
49% more repeat investments, than reductions
Existing positions increased: 1,182 | Existing positions reduced: 792
9% more funds holding in top 10
Funds holding in top 10: 325 [Q3] → 353 (+28) [Q4]
9% more funds holding
Funds holding: 2,350 [Q3] → 2,552 (+202) [Q4]
2% more capital invested
Capital invested by funds: $157B [Q3] → $160B (+$2.92B) [Q4]
0.07% less ownership
Funds ownership: 71.06% [Q3] → 70.99% (-0.07%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IJR.
Financial journalist opinion
Negative
CNBC Television
1 week ago
Trade Tracker: Jim Lebenthal sells the IJR
Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Report' to explain why he's selling the small-cap ETF.
Negative
Seeking Alpha
1 week ago
IJR: Best Small Cap ETF For Tariff Era Still Not One I'll Chase
Small caps stocks with mostly domestic revenue exposure sounds like a good idea, but it is not nearly ready to be buyable for me. There's still no urgent demand for these stocks after years of underperformance versus larger companies. I rate IJR a sell, though I prefer it to IWM and the disappointing CALF.
Positive
Seeking Alpha
1 month ago
IJR Vs. IWM: IJR Is A Better Bet For The Return Of Small-Cap Stocks
Since my last writings, the latest dividend declarations and also interest rate changes have made small-cap one of the most attractive market sectors. I thus see attractive valuation in both IJR and IWM. However, a few differences between these funds make me prefer IJR.
Neutral
Zacks Investment Research
1 month ago
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
The iShares Core S&P Small-Cap ETF (IJR) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Positive
24/7 Wall Street
2 months ago
Prediction: These 2 iShares ETFs Will Outperform the Russell 2000 This Year
The iShares exchange-traded funds (ETFs) are worth exploring if you're looking for passive options to help you bring greater balance and customization to your portfolio.
Neutral
CNBC Television
2 months ago
Final Trades: Amazon, UPS, Deckers and the IJR
The Investment Committee give you their top stocks to watch for the second half.
Positive
Seeking Alpha
2 months ago
IJR: The Time Is Now To Be In Small Caps
I reiterate a buy rating on iShares Core S&P Small-Cap ETF due to its compelling valuation, imminent EPS growth, and strong long-term technical trends. IJR offers exposure to the S&P SmallCap 600 Index, featuring a low expense ratio and a higher dividend yield than the S&P 500. Despite recent volatility, IJR's portfolio is well-diversified with a focus on value and cyclical stocks, making it sensitive to interest rate changes.
Negative
Zacks Investment Research
3 months ago
How to Play the January Effect With Small-Cap ETFs
Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.
Neutral
Zacks Investment Research
3 months ago
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the iShares Core S&P Small-Cap ETF (IJR) is a passively managed exchange traded fund launched on 05/22/2000.
Positive
CNBC Television
4 months ago
Trade Tracker: Jim Lebenthal buys more IJR, Adobe and Wabtec
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's still bullish on these stocks.
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