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 %
CWA
551
Canvas Wealth Advisors
Kansas
$9.51M +$861K +7,359 +10%
CSIC
552
Clifford Swan Investment Counsel
California
$9.47M +$439K +3,757 +5%
GIA
553
GHP Investment Advisors
Colorado
$9.46M +$24.9K +213 +0.3%
PFA
554
Pathway Financial Advisors
Vermont
$9.42M +$823K +7,035 +10%
NF
555
Nikulski Financial
Iowa
$9.41M +$131K +1,120 +1%
CAC
556
Certified Advisory Corp
Florida
$9.35M -$35.1K -300 -0.4%
LPT
557
Legacy Private Trust
Wisconsin
$9.3M +$214K +1,827 +2%
KWM
558
Kingsview Wealth Management
Oregon
$9.29M +$296K +2,534 +3%
PAS
559
Park Avenue Securities
New York
$9.29M +$1.04M +8,894 +13%
TC
560
Trilogy Capital
California
$9.26M +$215K +1,835 +2%
MPCG
561
Matrix Private Capital Group
New York
$9.25M +$238K +2,039 +3%
IA
562
IFP Advisors
Florida
$9.2M +$580K +4,958 +7%
4FG
563
4Thought Financial Group
New York
$9.15M -$628K -5,368 -6%
SFS
564
Sowell Financial Services
Arkansas
$9.03M -$329K -2,809 -4%
IWM
565
IHT Wealth Management
Illinois
$9.02M +$1.46M +12,368 +19%
Betterment LLC
566
Betterment LLC
New York
$9.02M -$1.08M -9,213 -11%
CNB
567
Camden National Bank
Maine
$9M -$42.3K -362 -0.5%
JSL
568
JT Stratford LLC
Georgia
$8.97M +$158K +1,354 +2%
QFA
569
Quattro Financial Advisors
Texas
$8.95M +$1.32M +11,350 +17%
CPW
570
Crestmont Private Wealth
Texas
$8.95M +$102K +873 +1%
SCA
571
Southern Capital Advisors
Tennessee
$8.88M +$555K +4,749 +7%
EIP
572
Ellis Investment Partners
Pennsylvania
$8.83M -$369K -3,157 -4%
SFG
573
Somnio Financial Group
Connecticut
$8.79M +$199K +1,701 +2%
BRM
574
Boston Research & Management
Massachusetts
$8.73M +$78.4K +670 +0.9%
CTC
575
Central Trust Company
Missouri
$8.71M -$537K -4,592 -6%