IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
401
Wilmington Savings Fund Society
Delaware
$15.3M +$8.18M +69,913 +115%
VVP
402
Venture Visionary Partners
Ohio
$15.2M -$569K -4,865 -4%
FDP
403
Financiere des Professionnels
Quebec, Canada
$15.1M +$947K +8,100 +7%
OPS
404
Orion Portfolio Solutions
Nebraska
$15.1M -$471K -4,028 -3%
BCI
405
Brinker Capital Investments
Pennsylvania
$15.1M -$471K -4,028 -3%
EIG
406
Ellenbecker Investment Group
Wisconsin
$15.1M +$161K +1,374 +1%
MSA
407
Marino Stram & Associates
Massachusetts
$15M +$142K +1,215 +1%
LC
408
LTG Capital
Massachusetts
$15M +$512K +4,377 +4%
FA
409
Fiducient Advisors
Illinois
$14.9M +$751K +6,425 +5%
EWA
410
Encompass Wealth Advisors
Oregon
$14.9M +$216K +1,847 +1%
HIG
411
Heritage Investment Group
Florida
$14.8M +$465K +3,973 +3%
COPPSERS
412
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.8M +$1.32M +11,294 +10%
EFG
413
Embree Financial Group
Illinois
$14.7M +$305K +2,611 +2%
GA
414
GFS Advisors
Texas
$14.6M +$14.6M +124,893 +567,695%
FF
415
Francis Financial
$14.5M +$657K +5,616 +5%
B
416
Bailard
California
$14.5M +$588K +5,026 +4%
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.4M +$470K +4,020 +3%
BFM
418
Boston Financial Management
Massachusetts
$14.4M +$254K +2,170 +2%
DJSG
419
D.J. St. Germain
Massachusetts
$14.4M +$14.1M +120,927 +6,043%
LPAM
420
Lodestar Private Asset Management
California
$14.3M +$660K +5,646 +5%
ISB
421
Iowa State Bank
Iowa
$14.3M +$1.63M +13,958 +13%
FCBT
422
First Citizens Bank & Trust
North Carolina
$14.3M +$1.33M +11,358 +10%
VP
423
Verum Partners
North Carolina
$14.2M +$657K +5,621 +5%
AGA
424
Arkos Global Advisors
Texas
$14.2M +$639K +5,467 +5%
HCP
425
Holt Capital Partners
Texas
$14M +$7.87M +67,246 +127%