IJR icon

iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
1076
Laird Norton Wetherby Wealth Management
California
$212K +$212K +2,434 New
Toronto Dominion Bank
1077
Toronto Dominion Bank
Ontario, Canada
$210K -$97.2K -1,111 -32%
NWM
1078
Northwest Wealth Management
Iowa
$210K +$53.7K +615 +34%
CK
1079
Cohen Klingenstein
New York
$209K
MCM
1080
McMillion Capital Management
North Carolina
$209K +$209K +2,391 New
FNBTCON
1081
First National Bank & Trust Co of Newtown
Pennsylvania
$207K -$25.3K -290 -11%
SCM
1082
Stordahl Capital Management
Colorado
$206K
ECAM
1083
East Coast Asset Management
Massachusetts
$205K +$205K +2,349 New
OCM
1084
Orser Capital Management
Texas
$204K +$8.95K +112 +5%
CAMG
1085
CWA Asset Management Group
Florida
$204K +$204K +2,335 New
ZIC
1086
ZWJ Investment Counsel
Georgia
$204K +$204K +2,336 New
Wealth Enhancement Advisory Services
1087
Wealth Enhancement Advisory Services
Minnesota
$203K +$203K +2,657 New
SWM
1088
Segment Wealth Management
Texas
$202K -$50.1K -575 -20%
IC
1089
Iconiq Capital
California
$200K +$200K +2,288 New
BFS
1090
Bradley Foster & Sargent
Connecticut
$200K +$200K +2,298 New
SCM
1091
Southport Capital Management
Tennessee
$198K -$12.7K -145 -6%
AIA
1092
Armor Investment Advisors
North Carolina
$197K
BRC
1093
Bell Rock Capital
Delaware
$194K -$35.1K -407 -15%
SFPIA
1094
Stevens First Principles Investment Advisors
California
$191K +$18.4K +211 +11%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$188K +$32.4K +371 +21%
MCM
1096
Manchester Capital Management
Vermont
$183K
TWA
1097
TCI Wealth Advisors
Arizona
$182K +$1.57K +18 +0.9%
GI
1098
GS Investments
Minnesota
$179K +$2.53K +29 +1%
SHJ
1099
Sharkey, Howes & Javer
Colorado
$179K +$27K +310 +18%
NPP
1100
New Potomac Partners
Maryland
$178K -$11.6K -133 -6%