IJR icon

iShares Core S&P Small-Cap ETF

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
PPFA
26
Provida Pension Fund Administrator
Chile
$165M +$48.5M +653,162 +41%
AA
27
Alesco Advisors
New York
$164M -$1.16M -15,639 -0.7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$155M +$11.2M +150,772 +8%
SIM
29
Sentry Investment Management
Wisconsin
$153M +$9.76M +131,481 +7%
SAS
30
Sage Advisory Services
Texas
$134M +$91.4M +1,232,672 +213%
HTC
31
Haverford Trust Company
Pennsylvania
$126M +$32.2M +433,589 +34%
HNB
32
Huntington National Bank
Ohio
$124M -$118M
RJFSA
33
Raymond James Financial Services Advisors
Florida
$112M +$11.3M +152,403 +11%
SIM
34
Scottrade Investment Management
Missouri
$104M +$104M +1,404,541 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$94.3M +$406K +5,474 +0.4%
Members Trust
36
Members Trust
Florida
$89.4M +$2.02M +27,223 +2%
Comerica Bank
37
Comerica Bank
Texas
$79.5M -$1.85M -24,910 -2%
BIAS
38
Beacon Investment Advisory Services
New Jersey
$77.3M +$44.4M +597,970 +135%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$72.1M +$11M +148,812 +18%
AssetMark Inc
40
AssetMark Inc
California
$71.7M +$40.6M +547,214 +131%
Truist Financial
41
Truist Financial
North Carolina
$67.2M -$87K -1,172 -0.1%
UB
42
UMB Bank
Missouri
$67.1M +$202K +2,720 +0.3%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$53.4M +$88.8K +1,197 +0.2%
PAG
44
Private Advisor Group
New Jersey
$53.3M +$3.86M +51,600 +8%
DWM
45
Destination Wealth Management
California
$53M +$631K +8,498 +1%
M&T Bank
46
M&T Bank
New York
$51.5M +$219K +2,948 +0.4%
GT
47
Greenleaf Trust
Michigan
$48.7M +$3.99M +53,741 +9%
SB
48
Suntrust Banks
Georgia
$48.5M +$2.19M +29,479 +5%
FI
49
FormulaFolio Investments
Michigan
$48.4M +$13.6M +183,859 +39%
WCF
50
West Coast Financial
California
$48.3M -$4.55M -61,249 -9%