IJR icon

iShares Core S&P Small-Cap ETF

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
1076
4J Wealth Management
Virginia
$1.74M +$170K +1,486 +11%
ONST
1077
Old North State Trust
North Carolina
$1.73M -$443K -3,872 -20%
SM
1078
SG3 Management
Puerto Rico
$1.72M +$1.72M +15,000 New
MSWMA
1079
Market Street Wealth Management Advisors
Indiana
$1.68M +$1.72K +15 +0.1%
SC
1080
Steph & Co
Wisconsin
$1.67M -$6.99K -61 -0.4%
BIA
1081
Bigelow Investment Advisors
Maine
$1.67M +$89.3K +780 +6%
PAM
1082
Peak Asset Management
Colorado
$1.67M -$5.72K -50 -0.3%
FFWM
1083
Future Financial Wealth Management
Ohio
$1.67M +$31K +268 +2%
CC
1084
Corsicana & Co
Texas
$1.67M +$97.8K +854 +6%
CBN
1085
Cadence Bank NA
Texas
$1.66M +$25.5K +223 +2%
PCA
1086
Providence Capital Advisors
North Carolina
$1.66M -$8.25K -72 -0.5%
HIS
1087
Horizon Investment Services
Indiana
$1.66M +$71.7K +626 +5%
NCM
1088
Narwhal Capital Management
Georgia
$1.65M +$229 +2 +0%
ZF
1089
Zhang Financial
Michigan
$1.64M -$14.7K -128 -0.9%
CC
1090
Cypress Capital
Tennessee
$1.63M -$25K -218 -2%
BFA
1091
Beaumont Financial Advisors
Massachusetts
$1.63M +$228K +1,995 +16%
EW
1092
Emerson Wealth
Michigan
$1.62M
ADL
1093
Asset Dedication LLC
California
$1.62M +$16.7K +146 +1%
CFFP
1094
Center for Financial Planning
Michigan
$1.62M +$192K +1,675 +13%
HAC
1095
Harbor Advisory Corp
New Hampshire
$1.62M +$284K +2,484 +21%
BWCS
1096
Beirne Wealth Consulting Services
Connecticut
$1.61M +$62.9K +552 +4%
TF
1097
Tompkins Financial
New York
$1.61M -$54.6K -477 -3%
BJL
1098
Brighton Jones LLC
Washington
$1.61M +$127K +1,107 +9%
IIC
1099
Integrated Investment Consultants
Michigan
$1.6M -$576K -5,031 -26%
LW
1100
Linscomb Wealth
Texas
$1.59M +$15.1K +132 +1%