IJR icon

iShares Core S&P Small-Cap ETF

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Shares
Change %
NDSI
251
Newman Dignan & Sheerar Inc
Rhode Island
$2.56M +$168K +2,858 +7%
SIA
252
Starfire Investment Advisers
Michigan
$2.53M +$17.1K +290 +0.7%
LIM
253
Leavell Investment Management
Alabama
$2.48M +$5.3K +90 +0.2%
WCM
254
Windsor Capital Management
Arizona
$2.43M +$104K +1,760 +4%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$2.43M -$8.25M -147,226 -77%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$2.42M +$63.1K +1,070 +3%
MFP
257
Mosaic Financial Partners
California
$2.41M -$36.1K -612 -1%
TFF
258
The Family Firm
Maryland
$2.39M +$44.3K +752 +2%
WP
259
WealthPLAN Partners
Nebraska
$2.35M -$3.88M -65,750 -62%
BRM
260
Boston Research & Management
Massachusetts
$2.34M +$61.3K +1,040 +3%
CAL
261
Capital Analysts LLC
Pennsylvania
$2.31M +$203K +3,436 +10%
BPC
262
Banque Pictet & Cie
Switzerland
$2.28M
CB
263
Commerce Bank
Missouri
$2.2M +$248K +4,210 +13%
AIP
264
Ameritas Investment Partners
Nebraska
$2.17M -$93.2K -1,582 -4%
CAM
265
Congress Asset Management
Massachusetts
$2.15M -$342K -5,806 -14%
RJFSA
266
Raymond James Financial Services Advisors
Florida
$2.1M -$5.74M -97,364 -73%
American Century Companies
267
American Century Companies
Missouri
$2.05M -$2.36K -40 -0.1%
PWM
268
Perigon Wealth Management
California
$2.04M +$6.13K +104 +0.3%
CT
269
Cambridge Trust
Massachusetts
$2.02M -$101K -1,710 -5%
SIAM
270
Sterling Investment Advisors (Missouri)
Missouri
$2.02M -$52.8K -896 -3%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$2.01M +$36K +610 +2%
BBA
272
BLB&B Advisors
Pennsylvania
$1.95M +$1.74M +29,472 +804%
ST
273
Spinnaker Trust
Maine
$1.89M
NPF
274
Norris Perne & French
Michigan
$1.87M +$269K +4,562 +17%
MC
275
Middleton & Co
Massachusetts
$1.86M +$294K +4,980 +19%