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 %
TGAM
476
TBH Global Asset Management
Tennessee
$12.3M -$1.77M -15,101 -13%
SWM
477
Spire Wealth Management
Virginia
$12.3M -$122K -1,042 -1%
FMN
478
Financial Management Network
California
$12.3M +$677K +5,850 +6%
PHAM
479
Palisades Hudson Asset Management
Florida
$12.3M +$28.7K +245 +0.2%
HF
480
Halpern Financial
Virginia
$12.3M +$378K +3,289 +3%
TFA
481
Teamwork Financial Advisors
Texas
$12.3M +$11.7M +100,239 +2,083%
AAS
482
Asset Allocation Strategies
Michigan
$12.3M -$1.66M -14,178 -12%
CC
483
Courier Capital
New York
$12.3M +$929K +7,939 +8%
LS
484
Liquid Strategies
Georgia
$12.2M +$672K +5,743 +6%
IAA
485
Ironsides Asset Advisors
North Carolina
$12.1M +$95.1K +813 +0.8%
GWM
486
Global Wealth Management
New Jersey
$12M +$12M +102,953 New
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M +$8.8M +75,199 +276%
MIG
488
McGuire Investment Group
Rhode Island
$12M -$45.4K -388 -0.4%
OA
489
Operose Advisors
Wisconsin
$12M -$1.39M -11,914 -10%
GSIS
490
Global Strategic Investment Solutions
Arizona
$11.9M -$175K -1,500 -1%
MFG
491
Merit Financial Group
Georgia
$11.9M +$4.51M +38,549 +61%
FHA
492
First Horizon Advisors
Tennessee
$11.8M -$662K -5,659 -5%
CWM
493
Cranbrook Wealth Management
Michigan
$11.8M -$278K -2,380 -2%
OCM
494
One Capital Management
California
$11.7M -$378K -3,230 -3%
BWIA
495
Bryant Woods Investment Advisors
New York
$11.6M -$4.66M -39,807 -29%
ECM
496
Exchange Capital Management
Michigan
$11.6M -$796K -6,809 -6%
BOH
497
Bank of Hawaii
Hawaii
$11.6M
TFO
498
Tarbox Family Office
California
$11.6M -$141K -1,208 -1%
KPWS
499
Kestra Private Wealth Services
Texas
$11.5M -$167K -1,427 -1%
WWM
500
Waterway Wealth Management
Texas
$11.5M +$11.9K +102 +0.1%