IJR icon

iShares Core S&P Small-Cap ETF

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
726
Carnegie Investment Counsel
Ohio
$5.15M -$961K -8,882 -16%
DFG
727
Dupree Financial Group
Kentucky
$5.15M +$5.15M +47,562 New
CCB
728
Country Club Bank
Missouri
$5.1M +$78.4K +714 +2%
MFG
729
Merit Financial Group
Georgia
$5.07M -$780K -7,209 -13%
AC
730
Apella Capital
Connecticut
$5.05M -$93.3K -892 -2%
VRM
731
Vectors Research Management
New York
$5M +$5M +78,869 New
PPC
732
Park Place Capital
Alabama
$4.98M -$256K -2,364 -5%
AWC
733
Abundance Wealth Counselors
Pennsylvania
$4.98M +$624K +5,762 +14%
EIA
734
Eldridge Investment Advisors
New Hampshire
$4.98M +$3.57M +32,980 +253%
ISWM
735
Independent Solutions Wealth Management
New York
$4.96M -$108K -998 -2%
WWM
736
Western Wealth Management
Colorado
$4.95M +$278K +2,570 +6%
LIM
737
Leavell Investment Management
Alabama
$4.95M -$588K -5,432 -11%
BA
738
Bellwether Advisors
Nebraska
$4.94M -$110K -1,017 -2%
NP
739
NorthRock Partners
Minnesota
$4.92M +$4.57M +42,198 +1,296%
OGF
740
Orin Green Financial
California
$4.91M -$57.6K -533 -1%
CI
741
CX Institutional
Indiana
$4.91M +$4.34M +40,138 +772%
GTAM
742
Global Trust Asset Management
Florida
$4.89M +$121K +1,117 +3%
EWM
743
EPG Wealth Management
Georgia
$4.89M +$362K +3,485 +8%
SSA
744
Schonfeld Strategic Advisors
New York
$4.87M +$2.55M +23,602 +110%
PA
745
PSI Advisors
Florida
$4.86M -$106K -981 -2%
MFC
746
Mechanics Financial Corp
Ohio
$4.85M -$1.09M -10,069 -18%
CIC
747
Chilton Investment Company
Connecticut
$4.82M
MPCA
748
Madison Park Capital Advisors
Washington
$4.8M +$4.8M +44,320 New
MCA
749
MSH Capital Advisors
Arizona
$4.78M -$153K -1,409 -3%
SG Americas Securities
750
SG Americas Securities
New York
$4.76M -$15.4M -142,008 -76%