IJR icon

iShares Core S&P Small-Cap ETF

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Shares
Change %
EIA
576
Edgemoor Investment Advisors
Maryland
$715K +$715K +10,197 New
AL
577
Aspiriant LLC
California
$713K +$71.7K +1,022 +11%
CIBC World Market
578
CIBC World Market
Ontario, Canada
$705K +$54.3K +774 +8%
HPC
579
HM Payson & Co
Maine
$701K +$61.8K +881 +10%
ST
580
Sentinel Trust
Texas
$701K +$701K +10,000 New
LWMT
581
Legacy Wealth Management (Tennessee)
Tennessee
$697K +$87.5K +1,247 +14%
GP
582
Girard Partners
Pennsylvania
$697K +$118K +1,683 +20%
BB
583
Busey Bank
Illinois
$687K -$15.9K -227 -2%
RWP
584
RWA Wealth Partners
Massachusetts
$683K +$235K +3,350 +52%
BFA
585
Beaumont Financial Advisors
Massachusetts
$672K -$47.8K -681 -7%
M
586
MOTCO
Texas
$670K -$56.8K -810 -8%
CB
587
Chemical Bank
Michigan
$666K +$90.5K +1,291 +16%
ANB
588
Amarillo National Bank
Texas
$663K +$3.51K +50 +0.5%
SGCA
589
Steel Grove Capital Advisors
Tennessee
$663K +$124K +1,771 +23%
BC
590
Bartlett & Co
Ohio
$661K +$27.8K +397 +4%
CFA
591
Carroll Financial Associates
North Carolina
$661K +$313K +4,467 +90%
SNT
592
Security National Trust
West Virginia
$657K +$22.1K +315 +3%
EWA
593
Exencial Wealth Advisors
Oklahoma
$656K
MPM
594
Meritage Portfolio Management
Kansas
$654K -$8.77K -125 -1%
MLIC
595
Mandatum Life Insurance Company
Finland
$652K -$68.9K -982 -10%
Capstone Investment Advisors
596
Capstone Investment Advisors
New York
$647K +$362K +5,165 +127%
DDC
597
DF Dent & Co
Maryland
$645K +$645K +9,199 New
NA
598
NewEdge Advisors
Louisiana
$645K +$645K +9,253 New
MBTD
599
Mechanics Bank - Trust Department
California
$636K
CWA
600
Cypress Wealth Advisors
California
$634K -$225K -3,206 -26%