IJR icon

iShares Core S&P Small-Cap ETF

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$47.6M +$422K +5,424 +0.9%
SLT
77
St Louis Trust
Missouri
$47.5M +$1.53M +19,620 +3%
LI
78
LVZ Inc
Michigan
$47.2M +$11.3M +145,155 +31%
BBA
79
BLB&B Advisors
Pennsylvania
$47M +$1.56M +20,067 +3%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$46.8M -$4.47M -57,368 -9%
WCF
81
West Coast Financial
California
$46.5M +$1.37M +17,620 +3%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$46.3M +$785K +10,090 +2%
SWM
83
SigFig Wealth Management
California
$46.1M +$6.1M +78,409 +15%
SIC
84
Sigma Investment Counselors
Michigan
$46.1M +$1.75M +22,523 +4%
TF
85
TIAA FSB
Florida
$45M -$7.9M -101,500 -15%
FT
86
Fiduciary Trust
Massachusetts
$44.6M +$4.62M +59,378 +12%
Lazard Asset Management
87
Lazard Asset Management
New York
$44.5M -$5.92M -76,100 -12%
MML Investors Services
88
MML Investors Services
Massachusetts
$42.4M -$8.03M -103,151 -16%
Barclays
89
Barclays
United Kingdom
$41.2M +$1.16M +14,863 +3%
BIAS
90
Beacon Investment Advisory Services
New Jersey
$39.7M +$3.4M +43,722 +9%
MIH
91
Madison Investment Holdings
Wisconsin
$38.9M +$199K +2,556 +0.5%
UBV
92
United Bank (Virginia)
Virginia
$38.7M -$93.4K -1,200 -0.2%
FBFS
93
First Business Financial Services
Wisconsin
$38.3M +$1.15M +14,835 +3%
LSAG
94
Lake Street Advisors Group
New Hampshire
$38.2M +$1.21M +15,925 +3%
AIM
95
Acropolis Investment Management
Missouri
$38.2M +$1.52M +19,521 +4%
PP
96
Pegasus Partners
Wisconsin
$38.1M +$1.46M +18,763 +4%
CAN
97
Cetera Advisor Networks
California
$37.4M +$1.11M +14,188 +3%
SSB
98
Sandy Spring Bank
Maryland
$37M +$642K +8,252 +2%
MIA
99
MainStreet Investment Advisors
Illinois
$36.5M -$617K -7,931 -2%
CIA
100
Choate Investment Advisors
Massachusetts
$35.9M -$176K -2,261 -0.5%