IJR icon

iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
BJ
326
Brouwer & Janachowski
California
$1.36M
BA
327
BlackRock Advisors
Delaware
$1.35M +$1.35M +24,000 New
MC
328
Middleton & Co
Massachusetts
$1.34M -$314K -5,584 -19%
CONA
329
Capital One National Association
New York
$1.34M -$661K -11,742 -33%
FPTW
330
Franklin, Parlapiano, Turner & Welch
Texas
$1.3M
DWT
331
Dorsey & Whitney Trust
South Dakota
$1.29M
PC
332
Premise Capital
Illinois
$1.28M -$871K -15,466 -40%
WT
333
Whittier Trust
California
$1.26M -$24.9K -442 -2%
PA
334
Pinnacle Associates
New York
$1.26M -$88.9K -1,580 -7%
RCA
335
Rowland Carmichael Advisors
Arizona
$1.25M +$1.25M +22,256 New
BRWA
336
B. Riley Wealth Advisors
Florida
$1.24M -$27.8K -494 -2%
BWAM
337
Boyd Watterson Asset Management
Ohio
$1.23M +$146K +2,600 +13%
RW
338
Rand Wealth
Maryland
$1.23M -$108K -1,912 -8%
FHC
339
First Heartland Consultants
Missouri
$1.21M -$1.58M -28,122 -57%
FFWA
340
FRG Family Wealth Advisors
Washington
$1.2M
TFCP
341
Twin Focus Capital Partners
Massachusetts
$1.2M +$550K +9,764 +85%
FTS
342
Fifth Third Securities
Ohio
$1.2M +$1.2M +21,244 New
RA
343
Rational Advisors
New York
$1.18M +$1.18M +21,000 New
CFB
344
Cullen/Frost Bankers
Texas
$1.18M +$29.3K +520 +3%
RJT
345
Raymond James Trust
Florida
$1.15M -$162K -2,886 -12%
CCMG
346
Clark Capital Management Group
Pennsylvania
$1.13M +$45.3K +804 +4%
TI
347
Truepoint Inc
Ohio
$1.12M +$19.8K +352 +2%
BHBT
348
Burke & Herbert Bank & Trust
Virginia
$1.12M +$39.9K +708 +4%
CWM
349
Concert Wealth Management
California
$1.12M +$101K +1,784 +10%
PFM
350
Parsec Financial Management
North Carolina
$1.11M +$101K +1,798 +10%