IJR icon

iShares Core S&P Small-Cap ETF

608 hedge funds and large institutions have $9.27B invested in iShares Core S&P Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 273 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+35
Holders Change %
+6.11%
% of All Funds
16.22%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.24%
New
63
Increased
273
Reduced
173
Closed
22
Calls
$18.2M
Puts
$3.62M
Net Calls
+$14.6M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Shares
Change %
FPTW
301
Franklin, Parlapiano, Turner & Welch
Texas
$1.37M
LA
302
Lynch & Associates
Indiana
$1.37M +$1.37M +23,128 New
SG Americas Securities
303
SG Americas Securities
New York
$1.36M +$1.36M +23,088 New
TCM
304
Telos Capital Management
California
$1.36M +$40.2K +682 +3%
NFG
305
Next Financial Group
Texas
$1.35M -$89.1K -1,510 -6%
BG
306
Bahl & Gaynor
Ohio
$1.29M +$494K +8,368 +62%
BWAM
307
Boyd Watterson Asset Management
Ohio
$1.27M +$37.4K +634 +3%
RJT
308
Raymond James Trust
Florida
$1.26M +$228K +3,860 +22%
BRWA
309
B. Riley Wealth Advisors
Florida
$1.26M +$171K +2,894 +16%
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.25M +$566K +9,588 +83%
CC
311
Courier Capital
New York
$1.25M
State of Wisconsin Investment Board
312
State of Wisconsin Investment Board
Wisconsin
$1.24M
ASN
313
Advisory Services Network
Georgia
$1.23M +$463K +7,804 +60%
BBHC
314
Brown Brothers Harriman & Co
New York
$1.22M
CBB
315
Citizens Business Bank
California
$1.2M +$297K +5,030 +33%
PA
316
Pinnacle Associates
New York
$1.17M +$31.6K +536 +3%
WT
317
Whittier Trust
California
$1.17M +$50.7K +860 +5%
TCOT
318
Trust Company of Toledo
Ohio
$1.16M
CPO
319
Cerity Partners OCIO
New York
$1.15M -$146K -2,476 -11%
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$1.14M +$193K +3,300 +20%
BB
321
Busey Bank
Illinois
$1.13M -$88.9K -1,506 -7%
RW
322
Rand Wealth
Maryland
$1.11M +$47.3K +802 +4%
CFB
323
Cullen/Frost Bankers
Texas
$1.08M +$158K +2,674 +17%
FSA
324
Financial Sense Advisors
California
$1.08M +$1.08M +18,220 New
SC
325
Savant Capital
Illinois
$1.07M -$2.95K -50 -0.3%