IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$906M
2
PPFA
Provida Pension Fund Administrator
Chile
+$164M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.4M

Top Sellers

1
GA
GFS Advisors
Texas
-$34.3B
2
HNB
Huntington National Bank
Ohio
-$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
Wells Fargo
Wells Fargo
California
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
STB
1051
S&T Bank
Pennsylvania
$2.15M -$77.6K -728 -3%
LFG
1052
Lockerman Financial Group
California
$2.14M +$607K +5,690 +40%
WIA
1053
Wetzel Investment Advisors
Indiana
$2.13M -$46.9K -424 -2%
RWA
1054
Roberts Wealth Advisors
California
$2.13M +$211 +2 +0%
Vanguard Group
1055
Vanguard Group
Pennsylvania
$2.13M +$166K +1,555 +8%
OW
1056
Olistico Wealth
Oklahoma
$2.13M +$59.8K +561 +3%
RMDI
1057
R.M. Davis Inc
Maine
$2.12M -$189K -1,770 -8%
SCTC
1058
Sanibel Captiva Trust Company
Florida
$2.12M +$1.69M +15,809 +391%
ACM
1059
AUA Capital Management
Pennsylvania
$2.11M -$200K -1,874 -9%
Chevy Chase Trust
1060
Chevy Chase Trust
Maryland
$2.11M +$50.1K +470 +2%
ACP
1061
Arcus Capital Partners
Georgia
$2.11M -$54.7K -513 -3%
UCB
1062
United Community Bank
South Carolina
$2.09M -$160K -1,497 -7%
MPM
1063
Meritage Portfolio Management
Kansas
$2.09M +$960 +9 +0%
Simplex Trading
1064
Simplex Trading
Illinois
$2.08M +$1.72M +16,085 +470%
Acadian Asset Management
1065
Acadian Asset Management
Massachusetts
$2.07M +$857K +8,035 +71%
AGP
1066
Autumn Glory Partners
Texas
$2.07M – – –
SFB
1067
STAR Financial Bank
Indiana
$2.06M +$802K +7,523 +64%
KWA
1068
Kellett Wealth Advisors
Ohio
$2.05M -$15.3M -143,329 -88%
ACA
1069
Affinity Capital Advisors
California
$2.05M -$65.1K -610 -3%
GWM
1070
GSB Wealth Management
Connecticut
$2.05M +$123K +1,156 +6%
SSW
1071
Smith Shellnut Wilson
Mississippi
$2.05M +$1.4M +13,157 +217%
SIM
1072
Stratos Investment Management
Ohio
$2.04M -$5.56M -52,162 -73%
MIA
1073
Milestone Investment Advisors
Wisconsin
$2.04M -$70.6K -662 -3%
ACM
1074
Absolute Capital Management
Pennsylvania
$2.04M -$196K -1,833 -9%
JIC
1075
Joel Isaacson & Co
New York
$2.03M +$35.7K +335 +2%
41 42
43
44 45