IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$906M
2
PPFA
Provida Pension Fund Administrator
Chile
+$164M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.4M

Top Sellers

1
GA
GFS Advisors
Texas
-$34.3B
2
HNB
Huntington National Bank
Ohio
-$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
Wells Fargo
Wells Fargo
California
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
1251
Central Pacific Bank - Trust Division
Hawaii
$1.28M +$872K +8,174 +212%
GC
1252
Gilbert & Cook
Iowa
$1.28M -$118K -1,110 -8%
NAM
1253
NorthCrest Asset Manangement
Minnesota
$1.28M -$5.71M -53,572 -82%
JPG
1254
Jordan Park Group
California
$1.27M +$1.08M +10,092 +542%
FB
1255
Fulton Bank
Pennsylvania
$1.27M -$48.9K -458 -4%
JPWM
1256
Jamison Private Wealth Management
Georgia
$1.27M +$60.8K +570 +5%
PFG
1257
PAX Financial Group
Texas
$1.27M +$10.7K +100 +0.8%
SAM
1258
Silvercrest Asset Management
New York
$1.26M -$10.7K -100 -0.8%
IC
1259
Inscription Capital
Texas
$1.26M – – –
OWA
1260
Opal Wealth Advisors
New York
$1.26M -$25.8K -242 -2%
AF
1261
Advisornet Financial
Minnesota
$1.26M -$41.1K -385 -3%
LC
1262
LCNB Corp
Ohio
$1.26M -$10.7K -100 -0.8%
AIP
1263
Almanack Investment Partners
Pennsylvania
$1.25M -$12.8K -120 -1%
BAM
1264
Belpointe Asset Management
Nevada
$1.24M -$420K -3,942 -25%
UB
1265
Umpqua Bank
Oregon
$1.24M -$6.72K -63 -0.5%
LMIM
1266
Lockheed Martin Investment Management
Maryland
$1.24M – – –
WC
1267
Waterloo Capital
Texas
$1.24M +$22.4K +210 +2%
LL
1268
LWMG LLC
Minnesota
$1.24M -$93.1K -873 -7%
TRSOTSOK
1269
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M – – –
AFS
1270
Annapolis Financial Services
Maryland
$1.23M -$44.3K -415 -3%
ONST
1271
Old North State Trust
North Carolina
$1.22M -$40.3K -378 -3%
SXL
1272
Summit X LLC
Missouri
$1.22M -$69.1K -647 -5%
PWM
1273
PBMares Wealth Management
Virginia
$1.21M -$35.8K -336 -3%
MWM
1274
Maltin Wealth Management
New Jersey
$1.2M -$5.33K -50 -0.4%
LSA
1275
Lansing Street Advisors
Pennsylvania
$1.2M +$4.27K +40 +0.4%
49 50
51
52 53