IJR icon

iShares Core S&P Small-Cap ETF

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.54%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
826
Waldron Private Wealth
Pennsylvania
$3.92M +$157K +1,417 +4%
CHC
827
City Holding Co
West Virginia
$3.92M +$48.5K +439 +1%
AWMG
828
Alliance Wealth Management Group
New Jersey
$3.91M +$49.3K +446 +1%
WA
829
WBH Advisory
Maryland
$3.89M +$168K +1,516 +4%
ZIM
830
Zacks Investment Management
Illinois
$3.89M -$3.87K -35 -0.1%
FNWM
831
Financial Network Wealth Management
Utah
$3.87M -$286K -2,643 -7%
First Manhattan
832
First Manhattan
New York
$3.87M +$118K +1,068 +3%
SIAM
833
Sterling Investment Advisors (Missouri)
Missouri
$3.85M -$27.2K -246 -0.7%
SFG
834
SevenBridge Financial Group
Pennsylvania
$3.84M -$448K -4,183 -10%
KNFPWM
835
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.84M +$960K +8,686 +33%
CW
836
CIC Wealth
Maryland
$3.83M -$60.5K -547 -2%
ASW
837
Astoria Strategic Wealth
Texas
$3.83M +$134K +1,212 +4%
WF
838
Welch & Forbes
Massachusetts
$3.82M +$687K +6,215 +22%
B
839
Birchbrook
Maine
$3.81M -$249K -2,252 -6%
S
840
SignatureFD
Georgia
$3.81M -$262K -2,367 -6%
CP
841
Canopy Partners
Ohio
$3.79M +$129K +1,171 +4%
ST
842
Sabal Trust
Florida
$3.78M +$815K +7,377 +27%
NL
843
NEPC LLC
Massachusetts
$3.78M
FTC
844
Farmers Trust Company
Ohio
$3.76M +$43.1K +390 +1%
FWTB
845
First Western Trust Bank
Colorado
$3.74M -$165K -1,492 -4%
USCWA
846
U.S. Capital Wealth Advisors
Texas
$3.74M +$72.1K +652 +2%
PWW
847
Pettyjohn Wood & White
Virginia
$3.74M +$51.5K +466 +1%
PWM
848
Partnership Wealth Management
Maryland
$3.72M +$101K +916 +3%
MCI
849
MRP Capital Investments
Georgia
$3.7M +$3.7M +33,482 New
LWL
850
Leo Wealth LLC
Texas
$3.7M +$1.09M +9,874 +42%