IJR icon

iShares Core S&P Small-Cap ETF

1,943 hedge funds and large institutions have $42.7B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 932 increasing their positions, 664 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-33
Holders Change %
-1.67%
% of All Funds
33.6%
Holding in Top 10
333
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.22%
% of All Funds
5.76%
New
111
Increased
932
Reduced
664
Closed
116
Calls
$23M
Puts
$17.8M
Net Calls
+$5.13M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
1201
Capital Planning
Washington
$922K +$17.5K +201 +2%
Deutsche Bank
1202
Deutsche Bank
Germany
$921K -$114K -1,306 -11%
1IA
1203
1834 Investment Advisors
Wisconsin
$919K -$27.2K -312 -3%
SFG
1204
StrategIQ Financial Group
Indiana
$906K -$14.9K -171 -2%
RFA
1205
Resurgent Financial Advisors
Georgia
$905K +$12.8K +147 +1%
TC
1206
Trust Company
Kansas
$902K -$54K -619 -6%
IP
1207
Ignite Planners
California
$902K +$103K +1,147 +13%
Legacy Financial Group (Iowa)
1208
Legacy Financial Group (Iowa)
Iowa
$892K -$564K -6,477 -39%
EWA
1209
ERTS Wealth Advisors
Michigan
$889K +$34.7K +398 +4%
WB
1210
WesBanco Bank
West Virginia
$887K -$4.38M -50,265 -83%
BFM
1211
Broadview Financial Management
Wisconsin
$884K -$31.4K -360 -3%
GC
1212
Gilbert & Cook
Iowa
$881K -$9.21K -97 -1%
ICM
1213
Islay Capital Management
Texas
$880K -$301K -3,453 -25%
GFG
1214
Greystone Financial Group
Michigan
$880K -$281K -3,217 -24%
BMD
1215
Better Money Decisions
New Mexico
$880K +$4.18K +48 +0.5%
SIC
1216
Samalin Investment Counsel
New York
$880K +$8.2K +94 +0.9%
MC
1217
Moors & Cabot
Massachusetts
$879K +$180K +2,065 +26%
TFP
1218
Tilia Fiduciary Partners
North Carolina
$877K +$116K +1,289 +15%
ICM
1219
IMS Capital Management
Oregon
$874K -$4.1K -47 -0.5%
OAP
1220
One Advisory Partners
Kansas
$873K +$571K +6,552 +189%
ZIC
1221
ZWJ Investment Counsel
Georgia
$872K -$136K -1,561 -14%
PPW
1222
Pasadena Private Wealth
California
$872K
BFS
1223
Bickling Financial Services
Massachusetts
$872K +$2.18K +25 +0.3%
NS
1224
Newman & Schimel
Illinois
$871K
FPW
1225
Flagship Private Wealth
Massachusetts
$870K -$6.19K -71 -0.7%