IJR icon

iShares Core S&P Small-Cap ETF

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
376
Financial Advocates Investment Management
Washington
$5.2M -$2.06M -29,684 -28%
RIA
377
Regal Investment Advisors
Michigan
$5.14M +$109K +1,567 +2%
WWM
378
Western Wealth Management
Colorado
$5.09M +$5.09M +73,465 New
BTNA
379
Bremer Trust National Association
Minnesota
$5.08M +$936K +13,504 +23%
A
380
AdvicePeriod
California
$5.03M +$139K +2,002 +3%
CPIG
381
Chicago Partners Investment Group
Illinois
$5.02M +$1.4M +19,003 +39%
AWM
382
AE Wealth Management
Kansas
$4.97M -$7.34M -105,879 -60%
ARG
383
Advisory Resource Group
Oklahoma
$4.88M +$4.88M +70,429 New
CWM
384
Cornerstone Wealth Management
Missouri
$4.88M -$241M -3,471,246 -98%
FHA
385
Flagship Harbor Advisors
Massachusetts
$4.85M +$952K +13,742 +24%
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.78M +$37.9K +547 +0.8%
QCG
387
Quadrant Capital Group
Ohio
$4.78M +$737K +10,691 +18%
ABC
388
Associated Banc-Corp
Wisconsin
$4.75M +$352K +5,080 +8%
F
389
F3Logic
Minnesota
$4.66M +$2.56M +37,187 +122%
MBT
390
Montecito Bank & Trust
California
$4.64M -$729K -10,516 -14%
PBO
391
Peoples Bank (Ohio)
Ohio
$4.61M -$78.4K -1,131 -2%
RWMH
392
Riverpoint Wealth Management Holdings
Illinois
$4.58M +$3.14M +45,362 +220%
CG
393
Cynosure Group
Utah
$4.56M +$4.56M +65,739 New
AIA
394
Ally Invest Advisors
North Carolina
$4.52M +$4.52M +65,229 New
MSA
395
Mason Street Advisors
Wisconsin
$4.51M -$166K -2,393 -4%
LA
396
Leonetti & Associates
Illinois
$4.49M -$4.36M -62,958 -49%
SHIM
397
Stone House Investment Management
Pennsylvania
$4.48M -$33.2K -479 -0.7%
BAS
398
Brown Advisory Securities
Maryland
$4.46M +$88.5K +1,268 +2%
WCM
399
Windsor Capital Management
Arizona
$4.45M -$42.7K -616 -1%
CSM
400
CAMG Solamere Management
North Carolina
$4.43M +$1.41M +20,382 +47%