IJR icon

iShares Core S&P Small-Cap ETF

909 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
22.66%
Holding in Top 10
171
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.56%
% of All Funds
4.26%
New
97
Increased
411
Reduced
297
Closed
42
Calls
$16.1M
Puts
$11.4M
Net Calls
+$4.76M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
676
Mission Wealth Management
California
$427K +$163K +2,355 +62%
IC
677
Intersect Capital
California
$426K -$103K -1,489 -19%
PCM
678
Perritt Capital Management
Illinois
$415K
BDF
679
Balasa Dinverno & Foltz
$412K -$138 -2 -0%
PPSG
680
Princeton Portfolio Strategies Group
New Jersey
$410K +$410K +5,929 New
HFS
681
Haverford Financial Services
Pennsylvania
$408K
CGL
682
Clarius Group LLC
Washington
$408K
CSIC
683
Clifford Swan Investment Counsel
California
$403K
MWAC
684
Mariner Wealth Advisors (Cincinnati)
Ohio
$400K +$179K +2,588 +81%
ZF
685
Zhang Financial
Michigan
$398K -$368K -4,730 -48%
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$394K -$270K -3,900 -41%
CCM
687
Coe Capital Management
Illinois
$393K
SLG
688
Stanley-Laman Group
Pennsylvania
$393K +$85K +1,229 +28%
AWM
689
Avior Wealth Management
Nebraska
$392K +$58K +839 +17%
FB
690
Fulton Bank
Pennsylvania
$389K
CCA
691
Clearwater Capital Advisors
Illinois
$389K +$111K +1,651 +40%
MCM
692
Millie Capital Management
California
$388K -$78.8K -1,140 -17%
BOS
693
Bingham Osborn & Scarborough
California
$385K +$23.1K +334 +6%
SYBT
694
Stock Yards Bank & Trust
Kentucky
$381K +$4.29K +62 +1%
RC
695
RegentAtlantic Capital
New Jersey
$377K -$69 -1 -0%
SAS
696
Stelac Advisory Services
New York
$377K +$373K +196,721 +10,109%
HCM
697
Howland Capital Management
Massachusetts
$376K
MCM
698
Maryland Capital Management
Maryland
$376K +$376K +5,430 New
SHGA
699
Sand Hill Global Advisors
California
$370K
SC
700
Scotia Capital
Ontario, Canada
$367K -$55.7K -804 -13%