IJR icon

iShares Core S&P Small-Cap ETF

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
626
Resolute Advisors
California
$5.2M +$36.8K +326 +0.7%
SFG
627
Snider Financial Group
Washington
$5.16M +$5.16M +48,365 New
RhumbLine Advisers
628
RhumbLine Advisers
Massachusetts
$5.13M -$481K -4,259 -9%
MWM
629
MorganRosel Wealth Management
Colorado
$5.1M +$406K +3,598 +9%
MWP
630
Madison Wealth Partners
Wisconsin
$5.09M +$388K +3,437 +8%
FWM
631
Frontier Wealth Management
Missouri
$5.09M -$36K -319 -0.7%
EA
632
Elm Advisors
California
$5.08M -$60.4K -535 -1%
SWM
633
Soundmark Wealth Management
Washington
$5.07M -$9.12K -81 -0.2%
BEC
634
Blue Edge Capital
Virginia
$5.07M -$47.5K -420 -0.9%
PCM
635
Parsons Capital Management
Rhode Island
$5.07M +$210K +1,862 +4%
PSIWM
636
Paradigm Strategies in Wealth Management
Minnesota
$5.03M -$150K -1,330 -3%
HSWM
637
Hubbell Strickland Wealth Management
Louisiana
$5M +$78.5K +695 +2%
OGF
638
Orin Green Financial
California
$4.98M +$440K +3,892 +10%
AFG
639
Arkansas Financial Group
Arkansas
$4.96M +$617K +5,459 +14%
SXL
640
Summit X LLC
Missouri
$4.95M -$1.25M -11,103 -20%
FMN
641
Financial Management Network
California
$4.95M -$298K -2,647 -6%
JG
642
Jefferies Group
New York
$4.91M +$447K +3,959 +10%
KWM
643
Kingsview Wealth Management
Oregon
$4.87M +$549K +4,828 +13%
FH
644
FWG Holdings
Florida
$4.86M +$4.86M +43,051 New
BCA
645
Biltmore Capital Advisors
New Jersey
$4.86M +$666K +5,892 +16%
BCMO
646
Buckingham Capital Management (Ohio)
Ohio
$4.84M -$658K -5,823 -12%
WDL
647
Well Done LLC
Michigan
$4.84M +$41K +363 +0.9%
AC
648
Alley Company
Illinois
$4.82M +$81.3K +720 +2%
FWIA
649
Fort Washington Investment Advisors
Ohio
$4.76M
GA
650
GFS Advisors
Texas
$4.75M +$170K +1,503 +4%