IJR icon

iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
826
TKG Advisors
Indiana
$3.62M +$178K +1,673 +5%
B
827
Birchbrook
Maine
$3.62M -$61.2K -574 -2%
FTC
828
Farmers Trust Company
Ohio
$3.62M -$11.4K -107 -0.3%
MCI
829
MRP Capital Investments
Georgia
$3.6M +$33.6K +315 +0.9%
FWTB
830
First Western Trust Bank
Colorado
$3.6M -$5.97K -56 -0.2%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$3.59M -$17.7K -166 -0.5%
WF
832
Welch & Forbes
Massachusetts
$3.58M -$68.6K -649 -2%
CTC
833
Corundum Trust Company
South Dakota
$3.55M +$3.55M +33,290 New
RFG
834
RFP Financial Group
Georgia
$3.53M +$294K +2,755 +9%
NL
835
NEPC LLC
Massachusetts
$3.52M -$124K -1,161 -3%
NHT
836
New Hampshire Trust
New Hampshire
$3.52M -$10.5K -98 -0.3%
WPW
837
Waldron Private Wealth
Pennsylvania
$3.52M -$266K -2,498 -7%
PPWM
838
Paragon Private Wealth Management
Kentucky
$3.51M +$552K +5,180 +19%
CFIA
839
Cantor Fitzgerald Investment Advisors
New York
$3.5M -$20.4K -191 -0.6%
NOI
840
Newton One Investments
Delaware
$3.5M -$9.49K -89 -0.3%
CAM
841
Campion Asset Management
Virginia
$3.49M +$93.2K +874 +3%
TNBTD
842
Trustmark National Bank Trust Department
Mississippi
$3.47M +$84.3K +790 +2%
DWM
843
Drive Wealth Management
Utah
$3.47M +$298K +2,794 +9%
WS
844
Wela Strategies
Georgia
$3.47M +$38.9K +365 +1%
BWM
845
Birchcreek Wealth Management
Ohio
$3.45M +$13K +122 +0.4%
LOIP
846
Live Oak Investment Partners
Texas
$3.44M
FFN
847
Focus Financial Network
Minnesota
$3.44M -$234K -2,008 -6%
SCM
848
Sebold Capital Management
Illinois
$3.43M -$391K -3,669 -10%
SKK
849
Shepherd Kaplan Krochuk
Massachusetts
$3.42M +$196K +1,841 +6%
LFP
850
Lakeshore Financial Planning
Michigan
$3.42M +$427 +4 +0%