IJR icon

iShares Core S&P Small-Cap ETF

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$5.49M +$1.38M +19,600 +33%
TYCC
402
Texas Yale Capital Corp
Florida
$5.48M
SFG
403
Summit Financial Group
West Virginia
$5.46M -$86.2K -1,228 -2%
KOMWMG
404
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M +$232K +3,306 +4%
CPIG
405
Chicago Partners Investment Group
Illinois
$5.44M +$136K +1,799 +3%
MA
406
Montag & Associates
Georgia
$5.4M -$3.64M -51,843 -40%
TGAM
407
TBH Global Asset Management
Tennessee
$5.28M -$44.5K -633 -0.8%
SHIM
408
Stone House Investment Management
Pennsylvania
$5.27M +$68.8K +980 +1%
ECM
409
Evergreen Capital Management
Washington
$5.27M +$1.88M +26,775 +56%
TCM
410
Towercrest Capital Management
Pennsylvania
$5.24M -$577K -8,214 -10%
MSA
411
Mason Street Advisors
Wisconsin
$5.23M -$1.26K -18 -0%
DCM
412
DeGreen Capital Management
Arizona
$5.23M +$128K +1,821 +3%
SFP
413
Strategic Financial Partners
Oregon
$5.2M +$82.7K +1,178 +2%
CGA
414
Crescent Grove Advisors
Illinois
$5.19M -$246K -3,503 -5%
FA
415
FDx Advisors
Illinois
$5.18M +$4.95M +70,548 +2,157%
William Blair & Company
416
William Blair & Company
Illinois
$5.13M +$343K +4,881 +7%
LIA
417
LS Investment Advisors
Michigan
$5.13M -$327K -4,650 -6%
SHJ
418
Sharkey, Howes & Javer
Colorado
$5.11M +$799K +11,380 +19%
BG
419
Berry Group
Massachusetts
$5.1M +$164K +2,333 +3%
LBC
420
Lowe Brockenbrough & Co
Virginia
$5.08M +$196K +2,791 +4%
AA
421
Ancora Advisors
Ohio
$5.06M +$612K +8,712 +14%
SMG
422
Spectrum Management Group
Indiana
$5.03M +$228K +3,243 +5%
OFG
423
Omega Financial Group
California
$5.02M +$103K +1,465 +2%
IWMA
424
Ironwood Wealth Management (Arizona)
Arizona
$4.99M
EW
425
Element Wealth
Mississippi
$4.97M -$34.3K -489 -0.7%