IJR icon

iShares Core S&P Small-Cap ETF

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Shares
Change %
PEA
476
Pacific Edge Advisors
California
$4.07M -$15.7K -200 -0.4%
LBC
477
Lowe Brockenbrough & Co
Virginia
$4.06M +$1.41M +18,009 +53%
ONB
478
Old National Bancorp
Indiana
$4.06M +$6.11K +78 +0.2%
TL
479
TrueWealth LLC
Georgia
$4.04M -$112K -1,428 -3%
FWCM
480
Ferguson Wellman Capital Management
Oregon
$4.03M -$78.3K -1,000 -2%
FAIM
481
Financial Advocates Investment Management
Washington
$3.99M -$471K -6,016 -11%
BCM
482
Boltwood Capital Management
California
$3.99M -$35.3K -451 -0.9%
SBWM
483
Sunflower Bank Wealth Management
Arizona
$3.95M -$33.7K -430 -0.8%
PFM
484
Peak Financial Management
Massachusetts
$3.94M +$22.4K +286 +0.6%
EPP
485
ETF Portfolio Partners
Kansas
$3.94M +$46.6K +595 +1%
GLLW
486
Graves Light Lenhart Wealth
Virginia
$3.92M
FIB
487
First Interstate Bank
Montana
$3.89M +$358K +4,570 +10%
PWMAG
488
Pinnacle Wealth Management Advisory Group
New Jersey
$3.89M +$67.7K +865 +2%
MIC
489
Means Investment Company
Maine
$3.86M +$86.8K +1,116 +2%
BWA
490
BDO Wealth Advisors
Florida
$3.85M +$302K +3,864 +9%
SWA
491
Stratos Wealth Advisors
Ohio
$3.83M +$3.01M +38,512 +368%
RWG
492
Regal Wealth Group
California
$3.82M +$107K +1,363 +3%
DWT
493
Dorsey & Whitney Trust
South Dakota
$3.82M +$616K +7,873 +19%
FFWA
494
FRG Family Wealth Advisors
Washington
$3.81M +$302K +3,863 +9%
CIC
495
Carnegie Investment Counsel
Ohio
$3.78M +$403K +5,154 +12%
NFC
496
Northeast Financial Consultants
Connecticut
$3.75M +$178K +2,274 +5%
KA
497
Kovack Advisors
Florida
$3.75M +$202K +2,585 +6%
RIM
498
Redwood Investment Management
Arizona
$3.75M +$966K +12,337 +35%
TA
499
Tiedemann Advisors
New York
$3.67M +$49.9K +637 +1%
TPWA
500
TRUE Private Wealth Advisors
Oregon
$3.66M +$724K +9,256 +25%