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 %
CC
1251
Copperleaf Capital
North Carolina
$793K +$793K +9,095 New
WDG
1252
Wealth Dimensions Group
Ohio
$787K +$32.2K +370 +4%
BPC
1253
Banque Pictet & Cie
Switzerland
$785K
KAM
1254
Kraft Asset Management
Tennessee
$785K -$3.31K -38 -0.4%
MWA
1255
Motive Wealth Advisors
Michigan
$785K
JBA
1256
Johnson Bixby & Associates
Washington
$781K -$9.07K -104 -1%
EBSAM
1257
Eubel Brady & Suttman Asset Management
Ohio
$781K +$2.7K +31 +0.3%
MWM
1258
Maripau Wealth Management
Indiana
$780K -$190K -1,941 -20%
BBW
1259
Blue Barn Wealth
Utah
$779K -$3.75K -43 -0.5%
VAFP
1260
Vahanian & Associates Financial Planning
New York
$779K +$362K +4,148 +87%
RWMH
1261
Riverpoint Wealth Management Holdings
Illinois
$776K -$94.1K -1,079 -11%
VAS
1262
Vestmark Advisory Solutions
Massachusetts
$776K +$339K +3,889 +78%
IPW
1263
Intergy Private Wealth
Colorado
$771K +$68.3K +783 +10%
SPIO
1264
Seven Post Investment Office
California
$769K -$1.05M -12,092 -58%
MFT
1265
Moisand Fitzgerald Tamayo
Florida
$766K +$174 +2 +0%
PPWP
1266
Proquility Private Wealth Partners
Nevada
$762K -$20.1K -231 -3%
SYBT
1267
Stock Yards Bank & Trust
Kentucky
$760K +$54.8K +629 +8%
KA
1268
Kovack Advisors
Florida
$758K -$165K -1,891 -18%
DDC
1269
DF Dent & Co
Maryland
$758K +$758K +8,696 New
TC
1270
TownSquare Capital
Utah
$757K -$585K -6,704 -44%
SEEDPG
1271
S.E.E.D. Planning Group
New York
$757K -$22.9K -263 -3%
BCM
1272
Brookmont Capital Management
Texas
$757K -$2.09K -24 -0.3%
SWM
1273
Stockman Wealth Management
Montana
$757K +$1.22K +14 +0.2%
SFO
1274
Stokes Family Office
Louisiana
$752K +$125K +1,432 +20%
TCM
1275
Tufton Capital Management
Maryland
$742K +$48.4K +556 +7%