IJR icon

iShares Core S&P Small-Cap ETF

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
801
Cypress Wealth Services
California
$502K +$502K +6,539 New
VCM
802
Vivaldi Capital Management
Illinois
$500K -$9.53K -124 -2%
CCP
803
Corient Capital Partners
California
$498K
BI
804
Bredin Investment
Delaware
$498K +$498K +6,438 New
OMC
805
Overbrook Management Corp
New York
$497K -$8.45K -110 -2%
BBA
806
Braun-Bostich & Associates
Pennsylvania
$497K +$497K +6,469 New
LFG
807
Larson Financial Group
Missouri
$497K +$497K +6,476 New
6M
808
6 Meridian
Kansas
$496K +$496K +6,464 New
ZB
809
Zions Bancorporation
Utah
$495K -$64.9K -845 -12%
AF
810
Alerus Financial
North Dakota
$492K
ST
811
Sageworth Trust
Pennsylvania
$488K
AAP
812
Arax Advisory Partners
Colorado
$488K +$215K +2,799 +79%
NAM
813
North American Management
Massachusetts
$486K -$9.92K -129 -2%
SC
814
Scholtz & Company
Connecticut
$485K
RWA
815
Ropes Wealth Advisors
Massachusetts
$484K -$21.1K -275 -4%
ZIC
816
ZWJ Investment Counsel
Georgia
$484K +$68.1K +887 +16%
MA
817
MCF Advisors
Kentucky
$484K +$122K +1,586 +34%
OWM
818
Orgel Wealth Management
Wisconsin
$483K +$83.1K +1,082 +21%
WAP
819
Wealthcare Advisory Partners
Pennsylvania
$477K +$76.5K +995 +19%
EAM
820
Evanson Asset Management
California
$474K
TCM
821
Tufton Capital Management
Maryland
$472K +$9.84K +128 +2%
MWM
822
Modera Wealth Management
New Jersey
$472K +$160K +2,091 +52%
CG
823
Colony Group
Massachusetts
$469K -$3.84K -50 -0.8%
PAI
824
Pittenger & Anderson Inc
Nebraska
$468K +$40.9K +533 +10%
PCM
825
Perritt Capital Management
Illinois
$461K