IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$227M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
526
GHP Investment Advisors
Colorado
$7.61M -$53.1K -582 -0.7%
CPC
527
Consolidated Planning Corp
Georgia
$7.61M -$280K -2,966 -4%
FWM
528
Focused Wealth Management
New York
$7.59M +$434K +4,601 +6%
HSBC Holdings
529
HSBC Holdings
United Kingdom
$7.55M +$288K +3,051 +4%
SCM
530
Stonehearth Capital Management
Massachusetts
$7.52M +$134K +1,419 +2%
OPPS
531
Obsidian Personal Planning Solutions
Maryland
$7.5M +$959K +10,165 +15%
PRA
532
Pine Ridge Advisers
New York
$7.44M +$1.74M +18,470 +31%
FA
533
Fiduciary Alliance
South Carolina
$7.39M +$6.69M +708,853 +944%
TYCC
534
Texas Yale Capital Corp
Florida
$7.37M – – –
RWPA
535
Richard W. Paul & Associates
Michigan
$7.37M +$1.56M +16,519 +27%
NCM
536
Noesis Capital Mangement
Florida
$7.33M -$607K -6,430 -8%
1832 Asset Management
537
1832 Asset Management
Ontario, Canada
$7.33M +$61.3K +650 +0.8%
CAC
538
Certified Advisory Corp
Florida
$7.32M -$1.43M -15,158 -16%
4FG
539
4Thought Financial Group
New York
$7.29M +$301K +3,190 +4%
RPC
540
Rossmore Private Capital
Connecticut
$7.29M +$277K +2,941 +4%
CWM
541
Cahill Wealth Management
Michigan
$7.27M +$275K +2,919 +4%
OHWP
542
Oak Harbor Wealth Partners
North Carolina
$7.23M +$450K +4,767 +7%
AI
543
Atria Investments
North Carolina
$7.22M +$1.29M +13,623 +22%
CCA
544
Column Capital Advisors
Indiana
$7.19M -$199K -2,107 -3%
CBB
545
Citizens Business Bank
California
$7.19M -$292K -3,099 -4%
ECM
546
Evergreen Capital Management
Washington
$7.16M -$45.7K -482 -0.6%
MWAM
547
Manhattan West Asset Management
California
$7.15M +$1.32M +14,850 +23%
SW
548
SkyOak Wealth
Michigan
$7.1M +$348K +3,692 +5%
CW
549
Cook Wealth
North Carolina
$7.1M +$4.27M +48,188 +151%
CWM
550
Congress Wealth Management
Massachusetts
$7.07M +$266K +2,818 +4%
20 21
22
23 24