IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
876
Essex Financial Services
Connecticut
$3.82M -$415K -3,594 -10%
RSWM
877
Robertson Stephens Wealth Management
California
$3.82M +$1.87M +15,973 +96%
MPA
878
Marvin & Palmer Associates
Delaware
$3.82M +$3.82M +32,655 New
SWP
879
Summit Wealth Partners
Florida
$3.81M +$153K +1,306 +4%
QCIG
880
Quad-Cities Investment Group
Iowa
$3.8M +$209K +1,785 +6%
PAM
881
Palisade Asset Management
Minnesota
$3.8M +$249K +2,133 +7%
PIA
882
Perennial Investment Advisors
California
$3.78M +$649K +5,550 +21%
CA
883
Continuum Advisory
Idaho
$3.78M +$70K +575 +2%
FWTB
884
First Western Trust Bank
Colorado
$3.77M -$187K -1,600 -5%
MAS
885
Meeder Advisory Services
Ohio
$3.75M -$340K -2,904 -8%
AF
886
Affiance Financial
Minnesota
$3.75M -$720K -6,157 -16%
TFS
887
Thoroughbred Financial Services
Tennessee
$3.73M +$17.1K +146 +0.5%
WS
888
Wedbush Securities
California
$3.73M +$511K +4,366 +16%
SCM
889
Sebold Capital Management
Illinois
$3.72M -$45.6K -390 -1%
SC
890
Syon Capital
California
$3.71M +$154K +1,316 +4%
BMCM
891
Bryn Mawr Capital Management
Pennsylvania
$3.7M +$146K +1,249 +4%
CPC
892
Congress Park Capital
New York
$3.7M +$1.01M +8,664 +38%
PCM
893
Penserra Capital Management
California
$3.68M +$3.68M +31,484 New
ANTB
894
AMG National Trust Bank
Colorado
$3.68M -$303K -2,593 -8%
SWA
895
SOA Wealth Advisors
New York
$3.67M -$14.7K -126 -0.4%
DT
896
Diversified Trust
Tennessee
$3.67M +$169K +1,449 +5%
CT
897
Colonial Trust
South Carolina
$3.67M +$1.65M +14,145 +82%
LOIP
898
Live Oak Investment Partners
Texas
$3.66M -$3.44M
W
899
Wealthquest
Ohio
$3.65M -$767K -6,647 -17%
PIMG
900
Patriot Investment Management Group
Tennessee
$3.65M +$14.5K +124 +0.4%