IJR icon

iShares Core S&P Small-Cap ETF

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
1026
Townsend & Associates
Colorado
$100K +$100K +1,302 New
OIA
1027
OneDigital Investment Advisors
Kansas
$96K +$33.4K +436 +53%
WB
1028
Webster Bank
Connecticut
$94K
KF
1029
Krilogy Financial
Missouri
$93K -$2.37K -31 -2%
FRA
1030
Front Row Advisors
California
$90K +$90K +1,178 New
FA
1031
Fortis Advisors
Pennsylvania
$86K -$12.2K -158 -12%
KPCM
1032
Kings Point Capital Management
New York
$83K +$154 +2 +0.2%
DPA
1033
Delphi Private Advisors
California
$79K +$5.58K +73 +8%
ARMC
1034
American Research & Management Company
Massachusetts
$77K
MBT
1035
Monroe Bank & Trust
Michigan
$77K +$77K +1,000 New
BWA
1036
Burt Wealth Advisors
Maryland
$75K
TSW
1037
Thompson Siegel & Walmsley
Virginia
$69K
LWA
1038
Lenox Wealth Advisors
New York
$66K
FPB
1039
First PREMIER Bank
South Dakota
$65K
WTB
1040
Washington Trust Bank
Washington
$62K
SAM
1041
Shamrock Asset Management
Texas
$62K +$77 +1 +0.1%
BWL
1042
Bogart Wealth LLC
Virginia
$61K -$25.3K -329 -29%
SJIM
1043
St. Johns Investment Management
Florida
$61K
RFA
1044
Reilly Financial Advisors
California
$59K -$2.45K -32 -4%
ADL
1045
Asset Dedication LLC
California
$58K +$9.23K +120 +19%
IFA
1046
Interactive Financial Advisors
Illinois
$57K -$27.5K -357 -33%
GI
1047
Gradient Investments
Minnesota
$57K +$57K +741 New
AIM
1048
Anchor Investment Management
South Carolina
$54.8K +$10.9K +142 +25%
KJWM
1049
Kiley Juergens Wealth Management
Washington
$53K +$53K +692 New
RE
1050
RBC Europe
United Kingdom
$51.3K