IJR icon

iShares Core S&P Small-Cap ETF

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
APWM
1101
Atlas Private Wealth Management
New York
$399K -$14.2K -203 -3%
HWA
1102
Heartwood Wealth Advisors
Virginia
$397K -$13.7M -195,000 -97%
SVWAG
1103
Sound View Wealth Advisors Group
Georgia
$397K -$22.7K -323 -5%
MW
1104
Marcum Wealth
Ohio
$395K -$205K -2,929 -34%
KP
1105
Keel Point
Alabama
$394K -$441K -6,293 -53%
IIA
1106
IPG Investment Advisors
California
$392K +$632 +9 +0.2%
MPM
1107
Meritage Portfolio Management
Kansas
$391K -$46K -656 -11%
VI
1108
Vestcor Inc
New Brunswick, Canada
$390K
PMFA
1109
Plante Moran Financial Advisors
Michigan
$389K -$49.1K -699 -11%
BRC
1110
BHF RG Capital
Arizona
$388K -$2.88M -41,187 -88%
ST
1111
Somerset Trust
Pennsylvania
$387K
EWM
1112
EPG Wealth Management
Georgia
$386K -$73.8K -1,051 -16%
RCA
1113
Rowland Carmichael Advisors
Arizona
$385K -$9.21K -131 -2%
CG
1114
Caprock Group
Idaho
$385K +$38K +541 +11%
1WA
1115
180 Wealth Advisors
Washington
$385K +$48.5K +643 +14%
EWM
1116
Empirical Wealth Management
Washington
$377K +$9.9K +141 +3%
PG
1117
Proffitt & Goodson
Tennessee
$376K -$21K -299 -5%
SFG
1118
SNS Financial Group
Minnesota
$375K -$19.9K -283 -5%
HF
1119
HRT Financial
New York
$375K +$375K +5,350 New
APW
1120
Aurora Private Wealth
New Jersey
$374K +$16.9K +240 +5%
VCP
1121
Vista Capital Partners
Oregon
$373K
PMG
1122
Private Management Group
California
$373K +$74.3K +1,058 +25%
TC
1123
Truvestments Capital
Florida
$371K -$18.5K -264 -5%
S
1124
SignatureFD
Georgia
$366K -$142K -2,024 -28%
SIAS
1125
Shine Investment Advisory Services
Colorado
$366K -$136K -1,938 -27%