IJR icon

iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
76
Cetera Advisor Networks
California
$66.8M -$330K -3,576 -0.5%
SWM
77
SigFig Wealth Management
California
$66.3M +$26.6M +287,907 +67%
GT
78
Greenleaf Trust
Michigan
$66.3M +$370K +4,008 +0.6%
V
79
Veritable
Delaware
$66.2M +$3.53M +38,170 +6%
VC
80
Vicus Capital
Pennsylvania
$65.8M +$6.34M +68,560 +11%
MAM
81
Madison Asset Management
Wisconsin
$65.1M -$3.74M -40,420 -5%
AI
82
Accredited Investors
Minnesota
$64.7M +$2.04M +22,088 +3%
CWM
83
Connecticut Wealth Management
Connecticut
$64.3M +$4.83M +52,281 +8%
ST
84
Sageworth Trust
Pennsylvania
$63.3M +$26M +281,141 +70%
LI
85
LVZ Inc
Michigan
$63.2M -$2.6M -28,096 -4%
Cerity Partners
86
Cerity Partners
New York
$62.6M +$2.57M +27,833 +4%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$62.4M +$552K +5,970 +0.9%
Charles Schwab
88
Charles Schwab
California
$62.1M -$59.7K -646 -0.1%
SPIA
89
Steward Partners Investment Advisory
New York
$61.3M -$16.5M -178,852 -21%
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$60.9M +$10.5M +113,929 +21%
Bessemer Group
91
Bessemer Group
New Jersey
$60.1M +$2.26M +24,490 +4%
MGIA
92
Moneta Group Investment Advisors
Missouri
$59.2M +$9.92M +107,381 +20%
SIC
93
Sigma Investment Counselors
Michigan
$56.3M +$813K +8,794 +1%
WT
94
Whittier Trust
California
$53.8M -$696K -7,533 -1%
FBFS
95
First Business Financial Services
Wisconsin
$52.1M -$943K -10,203 -2%
FT
96
Fiduciary Trust
Massachusetts
$51.8M +$852K +9,219 +2%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$51.7M -$1.12M -12,151 -2%
SLT
98
St Louis Trust
Missouri
$51.5M +$12.1M +130,651 +31%
SSB
99
Sandy Spring Bank
Maryland
$51.3M +$559K +6,046 +1%
PAG
100
Private Advisor Group
New Jersey
$51.2M -$6.07M -65,731 -11%