IJR icon

iShares Core S&P Small-Cap ETF

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
651
SkyOak Wealth
Michigan
$5.17M +$750K +7,926 +17%
DC
652
Davenport & Co
Virginia
$5.14M +$199K +2,098 +4%
MWM
653
Magnolia Wealth Management
Alabama
$5.13M +$5.13M +54,243 New
HR
654
Howe & Rusling
New York
$5.1M -$197K -2,084 -4%
CC
655
Courier Capital
New York
$5.09M -$98.3K -1,039 -2%
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
$5.08M -$6.34K -67 -0.1%
JWCA
657
J.W. Cole Advisors
Florida
$5.06M -$231K -2,440 -4%
PCM
658
Parsons Capital Management
Rhode Island
$5.06M +$510K +5,386 +11%
MWP
659
Madison Wealth Partners
Wisconsin
$5.05M -$237K -2,500 -4%
PPC
660
Park Place Capital
Alabama
$5.05M +$5.05M +53,313 New
GWMIA
661
Global Wealth Management Investment Advisory
Florida
$5M -$68.1K -720 -1%
AIMC
662
Alley Investment Management Company
Illinois
$4.99M +$602K +6,356 +14%
BA
663
Ballew Advisors
Mississippi
$4.96M -$34.1K -338 -0.7%
FCFS
664
First Command Financial Services
Texas
$4.93M +$208K +2,202 +4%
FCB
665
First Command Bank
Texas
$4.93M +$208K +2,202 +4%
NAM
666
NTV Asset Management
West Virginia
$4.93M +$11.4K +120 +0.2%
HGWM
667
Horst & Graben Wealth Management
Oregon
$4.93M -$682K -7,205 -12%
GWM
668
Greenwich Wealth Management
Connecticut
$4.91M -$154K -1,629 -3%
CIC
669
Cutler Investment Counsel
Oregon
$4.91M +$72.5K +766 +1%
WDL
670
Well Done LLC
Michigan
$4.88M +$449K +4,742 +10%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$4.86M +$65.6K +693 +1%
ISWM
672
Independent Solutions Wealth Management
New York
$4.79M +$440K +4,645 +10%
SWM
673
Shelton Wealth Management
Texas
$4.78M -$857K -9,053 -15%
SG Americas Securities
674
SG Americas Securities
New York
$4.77M +$462K +4,880 +11%
PFA
675
Pathway Financial Advisors
Vermont
$4.75M -$379K -4,004 -7%