IJR icon

iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
1226
TFC Financial Management
Massachusetts
$893K -$9.89K -107 -1%
BWM
1227
Baystate Wealth Management
Massachusetts
$883K -$535K -5,789 -38%
DBT
1228
Dubuque Bank & Trust
Iowa
$880K -$13.2K -143 -1%
CCA
1229
Clearwater Capital Advisors
Illinois
$873K +$171K +1,850 +24%
SF
1230
SBK Financial
Virginia
$868K
CPA
1231
Cardiff Park Advisors
California
$866K +$1.85K +20 +0.2%
GC
1232
Gilbert & Cook
Iowa
$866K +$53.8K +582 +7%
Betterment LLC
1233
Betterment LLC
New York
$864K +$270K +2,918 +45%
LWM
1234
Laidlaw Wealth Management
New York
$861K -$688K -7,442 -44%
LC
1235
Lincoln Capital
Nebraska
$860K +$92 +1 +0%
AIG
1236
American International Group
New York
$860K +$157K +1,700 +22%
EDRIA
1237
Edmonds Duncan Registered Investment Advisors
Kansas
$857K +$9.51K +103 +1%
ICP
1238
Interchange Capital Partners
Pennsylvania
$856K -$62.9K -681 -7%
KLCM
1239
KG&L Capital Management
Louisiana
$853K +$23K +249 +3%
TCPWM
1240
Traverso Chambers Private Wealth Management
California
$847K +$5.08K +55 +0.6%
WAL
1241
W Advisors LLC
Tennessee
$844K -$735K -7,950 -47%
WQ
1242
Wealth Quarterback
New Jersey
$844K +$844K +9,131 New
IP
1243
Ignite Planners
California
$839K -$129K -1,371 -13%
HIA
1244
Harbor Investment Advisory
Maryland
$838K +$359K +3,883 +75%
JBA
1245
Johnson Bixby & Associates
Washington
$837K -$104K -1,129 -11%
LWAC
1246
Laurel Wealth Advisors (California)
California
$835K -$199K -2,156 -19%
KAM
1247
Kraft Asset Management
Tennessee
$835K -$11.1K -120 -1%
MWA
1248
Motive Wealth Advisors
Michigan
$832K -$68.7K -744 -8%
MWM
1249
Minot Wealth Management
Massachusetts
$832K
COCM
1250
Charter Oak Capital Management
New Hampshire
$832K +$79K +855 +10%