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 %
ICP
1176
Interchange Capital Partners
Pennsylvania
$1.29M +$533K +4,660 +70%
DW
1177
Domani Wealth
Pennsylvania
$1.28M -$7.22K -63 -0.6%
MWA
1178
Motive Wealth Advisors
Michigan
$1.28M +$356K +3,112 +39%
WKSWA
1179
White Knight Strategic Wealth Advisors
New Jersey
$1.27M +$1.27M +11,105 New
PPW
1180
Pasadena Private Wealth
California
$1.27M +$1.27M +11,100 New
KNFPWM
1181
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.27M +$1.27M +11,061 New
ICM
1182
Islay Capital Management
Texas
$1.26M -$746K -6,516 -37%
TC
1183
Trust Company
Kansas
$1.26M +$12.6K +110 +1%
JBA
1184
Johnson Bixby & Associates
Washington
$1.25M +$75.7K +661 +6%
MWM
1185
Modera Wealth Management
New Jersey
$1.24M +$30.1K +263 +2%
Deutsche Bank
1186
Deutsche Bank
Germany
$1.24M -$312K -2,728 -20%
CPP
1187
Capasso Planning Partners
South Carolina
$1.24M +$1.24M +10,792 New
OC
1188
Oakworth Capital
Alabama
$1.23M
JIC
1189
Joel Isaacson & Co
New York
$1.23M +$207K +1,808 +20%
SFG
1190
StrategIQ Financial Group
Indiana
$1.23M +$48.1K +420 +4%
USCWA
1191
U.S. Capital Wealth Advisors
Texas
$1.23M +$417K +3,640 +52%
AFS
1192
Annapolis Financial Services
Maryland
$1.22M +$115 +1 +0%
CP
1193
Capital Planning
Washington
$1.21M +$5.95K +52 +0.5%
TW
1194
Transform Wealth
Colorado
$1.21M -$15.9K -139 -1%
SI
1195
Saxon Interests
Texas
$1.21M +$1.21M +10,617 New
ARC
1196
Advisor Resource Council
Texas
$1.2M +$700K +6,104 +139%
WOSD
1197
WFA of San Diego
California
$1.2M +$54.6K +477 +5%
NGA
1198
Naples Global Advisors
Florida
$1.18M +$153K +1,339 +15%
1IA
1199
1834 Investment Advisors
Wisconsin
$1.18M -$5.15K -45 -0.4%
FNC
1200
First National Corp
Massachusetts
$1.17M -$30.4K -265 -3%