IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$906M
2
PPFA
Provida Pension Fund Administrator
Chile
+$164M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.4M

Top Sellers

1
GA
GFS Advisors
Texas
-$34.3B
2
HNB
Huntington National Bank
Ohio
-$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
Wells Fargo
Wells Fargo
California
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
951
Vestor Capital
Illinois
$2.75M -$27.1K -254 -1%
CFG
952
Carr Financial Group
Massachusetts
$2.73M -$776K -7,279 -22%
KHC
953
Koesten Hirschmann & Crabtree
Kansas
$2.72M – – –
GPA
954
Garrison Point Advisors
California
$2.72M -$808K -7,573 -23%
TCA
955
Transcend Capital Advisors
New Jersey
$2.72M +$705K +6,608 +35%
LAM
956
Lewis Asset Management
California
$2.7M -$3.63K -34 -0.1%
SAMC
957
Spectrum Asset Management (California)
California
$2.69M +$29.2K +274 +1%
TA
958
TPG Advisors
Illinois
$2.69M +$2.69M +25,182 New
PAG
959
Paladin Advisory Group
Iowa
$2.67M -$32.5K -307 -1%
AFO
960
Arrowroot Family Office
California
$2.66M +$161K +1,514 +6%
BCG
961
Breakwater Capital Group
New Jersey
$2.66M +$143K +1,338 +6%
CBT
962
CoreFirst Bank & Trust
Kansas
$2.64M +$216K +2,022 +9%
RWA
963
Rooted Wealth Advisors
Illinois
$2.63M +$320K +2,791 +14%
NS
964
NBC Securities
Alabama
$2.63M +$383K +3,590 +17%
JIP
965
Jaffetilchin Investment Partners
Florida
$2.63M -$10.6K -99 -0.4%
NPT
966
Nixon Peabody Trust
Massachusetts
$2.62M -$4.88M -45,735 -65%
WIP
967
WealthCare Investment Partners
Rhode Island
$2.62M +$124K +1,158 +5%
SC
968
Sepio Capital
Utah
$2.61M +$10.2K +96 +0.4%
V
969
ViaWealth
Kansas
$2.6M +$39.1K +367 +2%
NCM
970
Narwhal Capital Management
Georgia
$2.59M -$27.7K -260 -1%
SOS
971
Silver Oak Securities
Tennessee
$2.58M -$219K -2,052 -8%
BJL
972
Brighton Jones LLC
Washington
$2.57M +$5.23K +49 +0.2%
SAA
973
Southeast Asset Advisors
Georgia
$2.56M +$103K +962 +4%
DCM
974
Davidson Capital Management
Texas
$2.55M +$26.3K +247 +1%
TWM
975
Tradition Wealth Management
Minnesota
$2.55M -$146K -1,366 -5%
37 38
39
40 41