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 %
DAM
2576
Delta Asset Management
Tennessee
$6.34K – – –
KA
2577
Kozak & Associates
Colorado
$5.81K +$4.53K +39 +355%
LC
2578
Luminist Capital
Michigan
$5.76K +$5.76K +50 New
NBT
2579
Northwest Bank & Trust
Iowa
$5.06K – – –
CJH
2580
Christopher J. Hasenberg
Wisconsin
$4.61K +$4.61K +40 New
NWM
2581
Nova Wealth Management
Florida
$4.26K +$4.26K +37 New
CWM
2582
Crowley Wealth Management
Delaware
$3.92K +$3.92K +34 New
OLVIG
2583
Oliver Lagore Vanvalin Investment Group
Michigan
$3.67K – – –
PIS
2584
POM Investment Strategies
North Carolina
$3.46K +$3.46K +30 New
PWM
2585
Parkworth Wealth Management
California
$3.46K +$3.46K +30 New
CPL
2586
Capital & Planning LLC
Georgia
$3.25K +$3.25K +28 New
TVWM
2587
Tower View Wealth Management
Wisconsin
$3.16K – – –
NS
2588
NBC Securities
Alabama
$3.01K -$2.94M -25,475 -100%
BFP
2589
Briaud Financial Planning
Texas
$3K +$3K +27 New
DRP
2590
Decker Retirement Planning
Utah
$2.94K +$2.94K +26 New
EDRH
2591
Edmond de Rothschild Holding
Switzerland
$2.77K +$2.77K +24 New
RFS
2592
Richardson Financial Services
Massachusetts
$2.76K +$2.76K +24 New
SJIM
2593
St. Johns Investment Management
Florida
$2.65K +$2.65K +23 New
AFS
2594
Anderson Financial Strategies
Ohio
$2.54K +$2.54K +22 New
HWP
2595
Highline Wealth Partners
California
$2.35K – – –
PC
2596
Promus Capital
Illinois
$2.17K +$2.17K +19 New
MFG
2597
Mendota Financial Group
Wisconsin
$2.07K -$73.9K -641 -97%
PMIM
2598
Prudent Man Investment Management
Colorado
$2.07K +$2.07K +18 New
HB
2599
Horizon Bancorp
Indiana
$2K -$3.33K -25 -63%
MAM
2600
Morse Asset Management
Connecticut
$922 – – –
102 103
104
105 106