IJR icon

iShares Core S&P Small-Cap ETF

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
76
BLB&B Advisors
Pennsylvania
$81.9M +$4.77M +44,222 +6%
MAM
77
Madison Asset Management
Wisconsin
$80.3M +$9.23M +85,596 +13%
MCM
78
MAI Capital Management
Ohio
$78.5M +$1.56M +14,490 +2%
CAN
79
Cetera Advisor Networks
California
$78.4M +$3.76M +34,819 +5%
SRG
80
SBB Research Group
Illinois
$77.6M -$47.4M -439,600 -38%
GT
81
Greenleaf Trust
Michigan
$77M +$1.18M +10,934 +2%
LI
82
LVZ Inc
Michigan
$76.8M +$6.52M +60,467 +9%
WCF
83
West Coast Financial
California
$76.8M +$1.92M +17,826 +3%
V
84
Veritable
Delaware
$73.2M +$1.14M +10,606 +2%
AI
85
Accredited Investors
Minnesota
$73.2M +$6.67M +61,858 +10%
Charles Schwab
86
Charles Schwab
California
$72.5M -$101M -936,769 -58%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$72.3M +$1.67M +15,485 +2%
PI
88
PFS Investments
Georgia
$71.5M +$58.2M +539,287 +436%
TF
89
Trek Financial
Arizona
$71.3M +$7.84M +72,634 +12%
VC
90
Vicus Capital
Pennsylvania
$69.4M +$3.27M +30,274 +5%
CWM
91
Connecticut Wealth Management
Connecticut
$69.4M +$5.39M +49,974 +8%
Bessemer Group
92
Bessemer Group
New Jersey
$67.5M -$51.6M -478,077 -43%
APCM
93
Alaska Permanent Capital Management
Alaska
$66.9M +$7.18M +66,551 +12%
PAG
94
Private Advisor Group
New Jersey
$66.9M +$894K +8,290 +1%
SIC
95
Sigma Investment Counselors
Michigan
$64.8M +$1.22M +11,336 +2%
Franklin Resources
96
Franklin Resources
California
$64.7M +$11.3M +104,861 +21%
WT
97
Whittier Trust
California
$63.7M +$4.15M +38,478 +7%
FBFS
98
First Business Financial Services
Wisconsin
$61.9M +$92.2K +855 +0.1%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$61.6M +$4.46M +41,302 +8%
UBV
100
United Bank (Virginia)
Virginia
$60.6M -$870K -8,064 -1%