IJR icon

iShares Core S&P Small-Cap ETF

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
1301
Compagnie Lombard Odier SCmA
Switzerland
$161K
TWA
1302
TCI Wealth Advisors
Arizona
$160K -$26.9K -384 -14%
FCH
1303
Freestone Capital Holdings
Washington
$158K -$82.2K -1,170 -34%
BAM
1304
Barrett Asset Management
New York
$156K -$12.2K -174 -7%
CI
1305
Cordant Inc
Oregon
$154K -$44.1K -629 -22%
PIA
1306
Powell Investment Advisors
Florida
$154K +$281 +4 +0.2%
HFA
1307
Hoover Financial Advisors
Pennsylvania
$152K -$151K -2,160 -50%
SA
1308
SRH Advisors
Kansas
$150K +$150K +2,129 New
PS
1309
Planned Solutions
California
$146K +$146K +2,085 New
SWM
1310
Sugarloaf Wealth Management
Georgia
$144K -$6.97K -99 -5%
DI
1311
Disciplined Investments
Oklahoma
$142K -$22.3K -317 -14%
LWA
1312
Lenox Wealth Advisors
New York
$141K
SL
1313
Savior LLC
Massachusetts
$141K +$5.55K +79 +4%
KCM
1314
Kathmere Capital Management
Pennsylvania
$140K +$140K +1,992 New
SFG
1315
Sowa Financial Group
Rhode Island
$139K +$1.2K +17 +0.9%
WB
1316
West Bancorporation
Iowa
$133K
TAIM
1317
TD Ameritrade Investment Management
Nebraska
$131K -$38.1M -541,448 -100%
HCA
1318
Horan Capital Advisors
Ohio
$129K +$129K +1,840 New
SIC
1319
Salem Investment Counselors
North Carolina
$126K +$1.89K +27 +2%
TCM
1320
TD Capital Management
Tennessee
$124K +$3.93K +56 +3%
GI
1321
Gradient Investments
Minnesota
$124K +$39.4K +560 +47%
AIA
1322
Armor Investment Advisors
North Carolina
$122K -$28.7K -407 -19%
ICM
1323
Islay Capital Management
Texas
$122K +$17.5K +250 +17%
FRA
1324
Front Row Advisors
California
$119K +$347 +4 +0.3%
FP
1325
Financial Perspectives
Minnesota
$118K