IJR icon

iShares Core S&P Small-Cap ETF

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
1026
Financial Partners Group (Kansas)
Kansas
$1.9M +$40.9K +452 +2%
CPC
1027
Congress Park Capital
New York
$1.9M -$409K -4,339 -18%
AG
1028
Ascent Group
Virginia
$1.9M -$212K -2,348 -10%
PWPS
1029
Pinnacle Wealth Planning Services
Ohio
$1.9M +$7.45K +79 +0.4%
CF
1030
Centaurus Financial
California
$1.9M +$124K +1,316 +7%
OCBCO
1031
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.89M +$1.89M +20,071 New
BC
1032
Brio Consultants
California
$1.89M +$58.8K +623 +3%
LFAS
1033
Level Four Advisory Services
Texas
$1.88M +$107K +1,137 +6%
CB
1034
Cadence Bank
Mississippi
$1.87M +$157K +1,666 +9%
RFN
1035
RDA Financial Network
Iowa
$1.87M -$2.08K -22 -0.1%
GEA
1036
Glen Eagle Advisors
New Jersey
$1.86M +$40.3K +427 +2%
SAG
1037
SageView Advisory Group
California
$1.86M -$543K -5,761 -23%
TW
1038
TrinityPoint Wealth
Connecticut
$1.85M +$103K +1,097 +6%
BWA
1039
BlueSky Wealth Advisors
North Carolina
$1.84M -$1.89K -20 -0.1%
AFO
1040
Arrowroot Family Office
California
$1.84M -$16.9K -179 -0.9%
WCA
1041
Waypoint Capital Advisors
Minnesota
$1.84M +$244K +2,589 +15%
CWM
1042
Compass Wealth Management
Connecticut
$1.84M -$53.3K -565 -3%
BBWP
1043
Beacon Bridge Wealth Partners
Pennsylvania
$1.83M +$125K +1,330 +7%
USCWA
1044
U.S. Capital Wealth Advisors
Texas
$1.83M +$1.17M +12,413 +177%
SWP
1045
Summit Wealth Partners
Florida
$1.83M +$191K +2,024 +12%
PO
1046
Private Ocean
California
$1.82M -$14.8K -157 -0.8%
AWA
1047
Aaron Wealth Advisors
Illinois
$1.82M +$922K +9,776 +102%
AGP
1048
Autumn Glory Partners
Texas
$1.82M +$48.3K +512 +3%
KBFS
1049
Kohmann Bosshard Financial Services
Ohio
$1.82M +$18.3K +194 +1%
RWA
1050
Roberts Wealth Advisors
California
$1.81M