IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
1076
Shufro Rose & Co
New York
$2.79M +$222K +1,924 +9%
KCAM
1077
Kagan Cocozza Asset Management
New Jersey
$2.79M +$2.79M +24,222 New
Calamos Advisors
1078
Calamos Advisors
Illinois
$2.78M +$98.7K +857 +4%
RhumbLine Advisers
1079
RhumbLine Advisers
Massachusetts
$2.78M +$810K +7,028 +41%
TWA
1080
Talisman Wealth Advisors
New Jersey
$2.76M +$137K +1,192 +5%
CFS
1081
CRA Financial Services
New Jersey
$2.76M -$164K -1,422 -6%
ACM
1082
Armbruster Capital Management
New York
$2.75M +$86.4K +750 +3%
BWAM
1083
Boyd Watterson Asset Management
Ohio
$2.75M – – –
FCMC
1084
Founders Capital Management (Connecticut)
Connecticut
$2.75M – – –
WPC
1085
Wedmont Private Capital
Pennsylvania
$2.74M +$233K +2,059 +9%
SC
1086
Sepio Capital
Utah
$2.74M -$106K -917 -4%
FC
1087
Fjell Capital
North Dakota
$2.73M +$2.73M +23,730 New
TIA
1088
Tiemann Investment Advisors
California
$2.73M +$29.2K +253 +1%
CFG
1089
Carr Financial Group
Massachusetts
$2.72M -$117K -1,016 -4%
NCM
1090
Narwhal Capital Management
Georgia
$2.71M -$18.7K -162 -0.7%
CF
1091
Centaurus Financial
California
$2.71M +$659K +5,717 +32%
AFG
1092
ABLE Financial Group
Arizona
$2.71M -$3.6M -31,204 -57%
SPI
1093
Santori & Peters Inc
Pennsylvania
$2.7M +$46.5K +404 +2%
TWM
1094
Tradition Wealth Management
Minnesota
$2.7M -$43.7K -379 -2%
3F
1095
360 Financial
Minnesota
$2.68M +$97K +842 +4%
SAI
1096
Savvy Advisors Inc
New York
$2.68M +$570K +4,943 +27%
DL
1097
DOHJ LLC
Washington
$2.68M -$187K -1,620 -7%
GFL
1098
Granite FO LLC
New Hampshire
$2.67M +$17.9K +155 +0.7%
1M
1099
1248 Management
Missouri
$2.66M +$2.66M +23,128 New
OW
1100
Olistico Wealth
Oklahoma
$2.66M +$161K +1,398 +6%
42 43
44
45 46