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 %
MFG
901
Midwest Financial Group
Kansas
$3.65M +$89.9K +769 +3%
WDL
902
Well Done LLC
Michigan
$3.64M +$47K +402 +1%
TFF
903
The Family Firm
Maryland
$3.63M +$15.2K +130 +0.4%
CHJWM
904
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.63M +$22.7K +197 +0.6%
SKK
905
Shepherd Kaplan Krochuk
Massachusetts
$3.61M -$146K -1,245 -4%
TCG
906
Transcendent Capital Group
Oklahoma
$3.61M +$363K +3,104 +11%
MWM
907
Modern Wealth Management
Kansas
$3.6M +$23K +197 +0.6%
RW
908
RVW Wealth
California
$3.6M -$40.9K -350 -1%
TW
909
TrinityPoint Wealth
Connecticut
$3.59M +$267K +2,279 +8%
EA
910
Emerald Advisors
Washington
$3.59M +$132K +1,113 +4%
CF
911
Convergence Financial
Missouri
$3.58M +$1.15M +9,805 +47%
MPW
912
Melone Private Wealth
Michigan
$3.57M +$150K +1,280 +4%
VF
913
Vawter Financial
Ohio
$3.57M -$135K -1,150 -4%
NCM
914
Next Capital Management
New York
$3.56M -$1.05K -9 -0%
KWM
915
KFG Wealth Management
Indiana
$3.56M +$3.21M +27,437 +919%
AMG
916
Asset Management Group
Connecticut
$3.55M +$13.9K +119 +0.4%
TC
917
TownSquare Capital
Utah
$3.54M +$319K +2,724 +10%
BPWM
918
Badgley Phelps Wealth Managers
Washington
$3.53M +$19.5K +167 +0.6%
WS
919
Wela Strategies
Georgia
$3.52M -$280K -2,392 -7%
PFA
920
Pure Financial Advisors
California
$3.5M +$199K +1,699 +6%
SAM
921
Smithbridge Asset Management
Pennsylvania
$3.5M -$139K -1,192 -4%
GSC
922
G&S Capital
Colorado
$3.49M +$80K +684 +2%
TWC
923
TD Waterhouse Canada
Ontario, Canada
$3.48M +$3.01M +26,096 +632%
ACA
924
Aptus Capital Advisors
Alabama
$3.48M +$2.18M +18,650 +168%
SMA
925
Sage Mountain Advisors
Georgia
$3.47M +$77.4K +662 +2%