IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,597 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GK
2526
Graney & King
New York
$23.4K +$23.4K +204 New
FMB
2527
Field & Main Bank
Kentucky
$23K – – –
CAM
2528
Clarity Asset Management
Iowa
$22.2K +$1.95K +17 +10%
KPP
2529
Kings Path Partners
Texas
$22.1K – – –
MFS
2530
Mattson Financial Services
Michigan
$21.8K +$3.63K +31 +20%
SCA
2531
Stuart Chaussee & Associates
California
$21.5K – – –
WTFG
2532
Wood Tarver Financial Group
Idaho
$21K +$21K +187 New
FIA
2533
FPC Investment Advisory
California
$20.7K +$20.7K +175 New
MRP
2534
Measured Risk Portfolios
California
$19.1K +$19.1K +166 New
NMG
2535
New Millennium Group
Utah
$18.8K +$18.8K +163 New
RF
2536
Roxbury Financial
New Jersey
$17.5K +$17.5K +138 New
1IA
2537
1620 Investment Advisors
Massachusetts
$17.1K – – –
MSFP
2538
Mark Sheptoff Financial Planning
Connecticut
$16.9K – – –
CWM
2539
CarsonAllaria Wealth Management
Illinois
$16.5K -$1.27K -11 -7%
BIM
2540
Breakwater Investment Management
Washington
$16.1K – – –
AF
2541
Atala Financial
California
$16.1K +$16.1K +140 New
KFO
2542
Kopp Family Office
Minnesota
$16K -$2.61K -23 -14%
VWWMG
2543
Vermillion & White Wealth Management Group
Pennsylvania
$16K +$115 +1 +0.7%
FGC
2544
Financial Gravity Companies
Texas
$15.9K +$692 +6 +5%
FUBT
2545
First United Bank & Trust
Maryland
$15.6K – – –
NWWA
2546
New Wave Wealth Advisors
Arkansas
$15.6K +$15.6K +135 New
C
2547
Covestor
United Kingdom
$15K -$4.56K -38 -23%
LFA
2548
Legend Financial Advisors
Pennsylvania
$15K – – –
GPFA
2549
Game Plan Financial Advisors
Ohio
$14.9K -$1.15K -10 -7%
CSPIA
2550
Cary Street Partners Investment Advisory
Virginia
$14.5K -$12.6M -109,644 -100%
100 101
102
103 104