IJR icon

iShares Core S&P Small-Cap ETF

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
851
Mosaic Family Wealth
Missouri
$85K
KF
852
Krilogy Financial
Missouri
$83K +$39.9K +573 +93%
CBT
853
Capital Bank & Trust
California
$77K +$77K +1,102 New
KPCM
854
Kings Point Capital Management
New York
$76K +$26.3K +373 +53%
HA
855
Harfst & Associates
Wyoming
$74K -$10.4M -148,874 -99%
FMII
856
Farmers & Merchants Investments Inc
Nebraska
$70K -$978 -14 -1%
MBT
857
Monroe Bank & Trust
Michigan
$70K
BWA
858
Burt Wealth Advisors
Maryland
$68K
BC
859
Barnett & Company
Tennessee
$67K -$7.37K -105 -10%
DPA
860
Delphi Private Advisors
California
$67K
OIA
861
OneDigital Investment Advisors
Kansas
$67K +$67K +946 New
MRCM
862
M&R Capital Management
New Jersey
$64K
IFA
863
Interactive Financial Advisors
Illinois
$63K -$14.4M -203,592 -100%
UWPG
864
Ullmann Wealth Partners Group
Florida
$63K -$18.3K -261 -22%
TSW
865
Thompson Siegel & Walmsley
Virginia
$63K +$2.1K +30 +3%
LWA
866
Lenox Wealth Advisors
New York
$60K +$27.7K +394 +86%
RFA
867
Reilly Financial Advisors
California
$59K -$3.52K -50 -6%
WTB
868
Washington Trust Bank
Washington
$57K -$19.2K -272 -25%
SJIM
869
St. Johns Investment Management
Florida
$56K +$56K +800 New
HCC
870
Hirtle Callaghan & Co
Pennsylvania
$43K
OC
871
Oakworth Capital
Alabama
$42K
WHG
872
Westwood Holdings Group
Texas
$40K +$40K +570 New
FFC
873
First Financial Corp
Indiana
$38K
FDCDDQ
874
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K +$35.3K +504 New
AP
875
Atwood & Palmer
Missouri
$35K +$35K +500 New