IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.54%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
301
Roth Financial Partners
Texas
$20.1M +$1.55M +14,063 +8%
PFP
302
Pinnacle Financial Partners
Tennessee
$19.9M +$604K +5,466 +3%
IA
303
IFG Advisors
Missouri
$19.8M +$808K +7,309 +4%
T
304
TrueFG
Texas
$19.8M +$275K +2,491 +1%
HI
305
Horizon Investments
North Carolina
$19.7M -$2.83M -25,564 -13%
EWM
306
Executive Wealth Management
Michigan
$19.7M -$1.16M -10,572 -6%
WJA
307
Willis Johnson & Associates
Texas
$19.6M +$464K +4,197 +2%
CAL
308
Capital Analysts LLC
Pennsylvania
$19.4M +$706K +6,392 +4%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$19.3M +$10.4M +94,249 +117%
ST
310
Smithfield Trust
Pennsylvania
$19.3M +$265K +2,397 +1%
RWP
311
RWA Wealth Partners
Massachusetts
$19.2M -$5.78M -52,305 -23%
RDFA
312
Ritter Daniher Financial Advisory
Ohio
$19.2M +$389K +3,522 +2%
RWB
313
RMR Wealth Builders
New Jersey
$19.2M +$1.87M +16,948 +11%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$19.1M +$437K +3,952 +2%
IC
315
IEQ Capital
California
$19M +$18.1M +164,203 +2,038%
BFG
316
Bleakley Financial Group
New Jersey
$18.9M +$842K +7,616 +5%
BPA
317
Beacon Pointe Advisors
California
$18.8M -$420K -3,803 -2%
FHB
318
First Hawaiian Bank
Hawaii
$18.8M -$4.9M -44,335 -21%
LNC
319
Lincoln National Corp
Pennsylvania
$18.7M +$987K +8,933 +6%
PWMAG
320
Pinnacle Wealth Management Advisory Group
New Jersey
$18.5M -$419K -3,795 -2%
KWMG
321
King Wealth Management Group
Florida
$18.5M +$412K +3,724 +2%
JA
322
JVL Associates
Michigan
$18.4M +$282K +2,553 +2%
PPA
323
Painted Porch Advisors
California
$18.4M +$2.16M +19,534 +13%
TCA
324
Trifecta Capital Advisors
Illinois
$18.4M +$1.36M +12,293 +8%
NL
325
Navalign LLC
California
$18.4M +$3.28M +29,707 +22%
11 12
13
14 15